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Salesforce.com

Overview

Salesforce.com is a cloud-based Customer Relationship Management (CRM) and Sales Force Automation (SFA) platform delivered as a Software as a Service (SaaS) solution. It provides companies with an interface for case management and task management, and a system for automatically routing and escalating important events.

salesforce_dashboard

Rapise provides out-of-the-box support for testing Salesforce.com and includes additional libraries to make testing even easier and more productive.

Recording a Salesforce.com Test

Salesforce.com is completely web-based, and you use a web browser to access its user interface. Therefore, when recording a test using Rapise, you use the same web browser libraries that are used for other web tests:

  • Most of the Salesforce.com user interface will be tested using the standard browser library for your web browser of choice (e.g., Internet Explorer HTML, Firefox HTML, and Chrome HTML).
  • In addition, there are special controls inside Salesforce.com that Rapise has specialized support for. For that reason, you'll also see the DomSalesforce library added to your test alongside the browser library. This DomSalesforce library adds additional rules that identify certain Salesforce.com objects (e.g., the main Grid) to make testing easier.

When you record your first test, you'll see the following library selection code generated automatically by Rapise:

g_load_libraries=["Web", "DomSalesforce"];

If the DomSalesforce library is not listed in your test, you will need to manually add it using the [ ] Libraries button on the tool menu.

Tips for Interacting with Objects

Many of the screens in Salesforce.com use simple HTML form fields such as text boxes, drop-down lists, etc.:

salesforce_fields

Rapise will recognize these objects using the standard web browser HTML libraries.

Salesforce.com Grid One of the most important UI elements inside Salesforce.com is the sortable, filterable grid:

salesforce_grid

The Salesforce.com Grid is used in many different screens inside Salesforce.com (e.g., leads, quotes, etc.), and it is very common to interact with it in test scripts.

When you record operations on such a grid, or simply learn the entire grid using Ctrl+2, you will learn the SalesforceGrid object. In addition to the standard HTML object methods and properties, you can perform the following special functions on the grid:

  • DoClickCell() - Clicks the specified cell by specifying the x-index, y-index, and the type of click (left-click, right-click, etc.).
  • DoClickText() - Clicks a specific text inside the grid.
  • GetCell - Gets the text of the specified cell.
  • GetColumnCount - Gets the number of columns in the grid.
  • GetColumnName - Gets the caption of a column.
  • GetRowCount - Gets the number of rows in the grid.

See Also