Salesforce Scan

The Salesforce Scan allows you to one-click scan a complete Salesforce site and create Tosca Modules from them.

All pre-customized Salesforce Engine 3.0 controls are available and usable by the Salesforce Scan.

Prerequisites

To use the Tosca Salesforce Scan, you must fulfill the following requirements:

  • Valid credentials

  • Profile and permissions (API Enabled and Modify All Data) to read and access metadata API calls from the Salesforce API

  • Valid Salesforce security token or accessing Salesforce from within a trusted IP range

The Salesforce security token is a case-sensitive alphanumeric code that you append to your password or enter in a separate field in a client application. Once a security token has been generated, you receive a new security token every time you change your password.

Scan Salesforce applications

To perform the scan, follow the steps below:

  1. In Tosca Commander, go to the Modules menu and click Scan->More->Salesforce Scan.

    Alternatively, right-click the Modules folder and select Scan->More->Salesforce Scan from the context menu.

Open the Salesforce Scan

  1. Enter your Salesforce credentials, including your API token.

  2. For Environment, choose between Production and Test environments, depending on which you want to scan.

  3. Click OK.

Log in to the Salesforce API

  1. In the subsequent Select Modules dialog box, select the Salesforce objects that you want to include in your scan.

  2. Click Scan.

Select Modules dialog

The Salesforce Engine 3.0 then performs the following actions:

  • It connects to your Salesforce site via the Salesforce SOAP API.

  • It scans your applications and builds the layout for the Module structures.

  • It creates Modules for all controls it can accessed via the API, including all available Salesforce controls.

  • It saves the newly created Modules into the Modules folder.

Salesforce Modules

You can now use these Modules in your TestCases.

If you want to automate logging in to your Salesforce instance during testing, ensure that you create a TestStep from the Login Module.

If you want to navigate your Salesforce instance during your testing, ensure that you create a TestStep from the Navigation -> App Launcher Modules.

Rescan Salesforce Modules

If you modify your Salesforce instance during or after the scanning process, you can perform either of the following actions:

  • In Tosca Commander, right-click the respective Salesforce Module(s) and select Rescan from the context menu. This is the recommended option.

  • Run the Salesforce Scan to rescan your application. In this case, the Salesforce Engine 3.0 creates the Modules from scratch and replaces the existing ones.