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@@ -10,10 +10,40 @@ contextual_links: | |
| - type: section | ||
| name: "Contents" | ||
| - type: link | ||
| name: "Prerequisites" | ||
| url: "#prerequisites" | ||
| name: "Setup" | ||
| url: "#setup" | ||
| - type: link | ||
| name: "Getting Started" | ||
| url: "#getting-started" | ||
| - type: link | ||
| name: "Getting Help" | ||
| url: "#getting-help" | ||
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| Salesforce is a cloud-based Customer Relationship Management (CRM) platform that is the backbone for many businesses worldwide. However, testing applications built on Salesforce can be difficult because of complex workflows, frequent updates, and complex DOM structures. Testsigma revolutionizes Salesforce test automation by reducing average test authoring time by 50%, ensuring reliability, speeding up test case execution (up to 2X faster), and providing a user-friendly interface with a minimal learning curve. | ||
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| ## **Setup** | ||
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| - For setup, refer to creating a connected app and configuring metadata connection. | ||
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| ## **Getting Started** | ||
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| - Create User Connections | ||
| - Live Test Authoring | ||
| - Element Repositories | ||
| - Special NLPs | ||
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| Coming Soon! | ||
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| ## **Getting Help** | ||
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| - Reach out to Testsigma support at **[email protected]**. | ||
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100 changes: 96 additions & 4 deletions
100
src/pages/docs/salesforce-testing/metadata-connections.md
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| --- | ||
| title: "Creating Metadata Connections" | ||
| page_title: "Introduction: Testsigma for Salesforce Test Automation" | ||
| metadesc: "Salesforce Testing with Testsigma helps reduce average test authoring time by 50%, and test case execution will be 2X faster with a user-friendly interface" | ||
| page_title: "Metadata Connections" | ||
| metadesc: "A Metadata connection enables actions like refreshing metadata, configurations, creating objects, & managing components that define how the application behaves" | ||
| noindex: false | ||
| order: 29.4 | ||
| page_id: "Testsigma for Salesforce Test Automation" | ||
| page_id: "Creating Metadata Connections" | ||
| warning: false | ||
| contextual_links: | ||
| - type: section | ||
| name: "Contents" | ||
| - type: link | ||
| name: "Prerequisites" | ||
| url: "#prerequisites" | ||
| - type: link | ||
| name: "Steps to Create Metadata Connection" | ||
| url: "#steps-to-create-metadata-connection" | ||
| - type: link | ||
| name: "Steps to Edit Metadata Connection" | ||
| url: "#steps-to-edit-metadata-connection" | ||
| - type: link | ||
| name: "Steps to Refresh Metadata Connection" | ||
| url: "#steps-to-refresh-metadata-connection" | ||
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| In Testsigma, you can create a Salesforce application and establish a Metadata connection, which enables you to perform various actions like retrieving metadata, updating configurations, creating custom objects, and managing other components that define how the application behaves. This article discusses creating a metadata connection in Testsigma. | ||
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| ## **Prerequisites** | ||
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| - You need to have Salesforce org with test setup | ||
| - Salesforce connected app | ||
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| ## **Steps to Create Metadata Connection** | ||
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| 1. Click on **Create metadata connection** on **Salesforce connections page**. | ||
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| 2. This will open the **Metadata connection** prompt. | ||
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| 3. On **Metadata connection** prompt, | ||
| - Enter **Connection name**, which is generally the user role you connect through, e.g., **Admin**. | ||
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| [[info | **NOTE**:]] | ||
| | You can also choose a custom name for the connection. | ||
| - Choose the **Production / Developer edition**, if you’re testing the product environment or Sandbox, if you’re testing the staging environment from **Connect with** dropdown. | ||
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| - Choose the **Authentication type** from the dropdown. In this example, we are choosing **OAuth 2.0**. | ||
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| <details style="border: 1px solid gray; border-radius: 4px; padding: 0.5em; margin: 0.5em 0; background-color: #f2f2f2;"> | ||
| <summary style="color: darkgreen; font-weight: bold; list-style: none;" onclick="if(this.parentNode.open) this.parentNode.style.border='1px solid gray'; else this.parentNode.style.border='none';"> | ||
| <span style="margin-right: 5px;">ℹ️</span>Authentication Types: | ||
| </summary><br> | ||
| There are two ways to Authenticate: | ||
| <ul> | ||
| <li><b>User name & Password:</b> For User name & Password, enter Username, Password, Security token, Consumer key, and Consumer secret. </li> | ||
| <li><b>OAuth</b> For OAuth, enter Username, Consumer key, Consumer secret and Callback URL.</li> | ||
| </ul> | ||
| </details> | ||
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| - Click on **Authorise & Connect**. | ||
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| - A new window will open up requesting for **Salesforce Login**. Enter the credentials and click on **Log In**. | ||
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| - This will display the **Environment** associated with the credentials. Click on **Start metadata sync**. | ||
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| - Wait until the sync is complete. This will take some time. | ||
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| 4. Once Metadata sync is successful, you can create test cases by clicking **Create Test Case**. | ||
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| ## **Steps to Edit Metadata Connection** | ||
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| 1. From the **Dashboard**, click on **SF Connections**. | ||
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| 2. In the **Metadata connection** section, hover over the connection, click on the kebab menu, and choose **Edit connection** from the dropdown menu. | ||
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| 3. On the **Metadata connection** prompt, make the necessary changes and click on **Authorise & Connect**. | ||
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| [[info | **NOTE**:]] | ||
| | You can not update the Metadata connection with a different environment. | ||
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| Coming Soon! | ||
| ## **Steps to Refresh Metadata Connection** | ||
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| To refresh metadata, you have two options: | ||
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| 1. From the **Dashboard**, go to **SF Connections** and click on **Refresh Metadata**. | ||
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| 2. Click on **Refresh Metadata** directly from the dashboard. | ||
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