Testim Documentation

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Salesforce Auto-Login Step

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This is a Testim for Salesforce feature

To learn more about Testim for Salesforce, see here.

The Salesforce auto-login step allows the test to login to the Salesforce environment (or sandbox) without the need to record login or logout steps. After you add the login step and enter the details of the environment you are testing, you can start recording your test.

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If your Salesforce environment is protected with 2-factor authentication, you will need your organization’s Salesforce administrator to whitelist the IP for the machine from which you are running your tests in order for the auto login step to pass.

Adding a Salesforce Auto-Login Step

To add a Salesforce auto-login step:

  1. Hover over the (arrow symbol) where you want to add the step.

The action items are displayed.

  1. Click on the “M” (Testim predefined steps).
    The Predefined steps menu opens.
  1. Click on Salesforce.
    The Salesforce menu expands.
  1. Scroll down through the menu and select Salesforce auto-login.

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Alternatively, you can use the search box at the top of the menu to search for Salesforce auto-login.

The Add Step window is shown.

  1. In the Name the new step field, enter a (meaningful) name for this step.
  2. If this is a shared step to be made available to reuse in this or other tests, keep the box next to Shared step selected (default), and choose a folder from the Select shared step folder list where you want this step stored. Otherwise, deselect the checkbox.
    For more information about shared steps, see Groups.
  3. Click Create Step.
    The step is added in the Editor, and the Properties panel opens on the right-hand side.
  1. In the Properties panel, in the Description field, optionally edit the description of this step. The default description is “Run shared Salesforce Autologin”.
  2. Enter the connection properties for your Salesforce environment.
    You can enter strings (surrounded by single or double quotes) or parameters (not surrounded by quotes). For more information on using parameters, see Using Parameters (below).
  • In the URL field, enter the URL of your Salesforce environment.
  • In the Username field, enter your username.
  • In the Password field, enter your password.
  1. Optionally fill in the following Properties:
  • When this step fails – Specify what to do if this step fails.
  • When to run step – Specify conditions for when to run the step. For more information, see Conditions.
  • Override timeout – Allows you to override the default time lapse setting which causes Testim to register a fail for a test step, and specify a different time lapse value (in milliseconds).
    The Salesforce auto-login step is configured.

Using parameters

You can use parameters which were defined in the test or suite level, in the config file, or in another step to enter your connection properties for your Salesforce environment.

To use parameters to enter your connection properties:

  1. Define parameters in one of the following ways:
  1. In your Salesforce auto-login step, add the parameters to the URL, Username, and Password fields.

Updated 5 days ago

Salesforce Auto-Login Step


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