Salesforce controls

A control is a screen element in your application that you want to test. For example, a text box or a table. This topic lists all Salesforce controls that Tosca Cloud supports:

Standard controls

Tosca Cloud supports the following standard controls for Salesforce: 

Salesforce-specific controls

In addition to the standard controls listed in this topic, Tosca Cloud also supports the following controls:

App Launcher

App Launcher helps you navigate between different Salesforce applications.

Please choose your use case:

In Salesforce Classic, the App Launcher consists of the following elements:

  • App Launcher menu. Tosca Cloud identifies it as a combobox.

  • All apps dashboard, which appears when you select All apps. Tosca Cloud identifies the items on the dashboard as links.

In Salesforce Lightning Experience, the App Launcher consists of the following elements:

  • App Launcher button. Tosca Cloud identifies it as a button.

  • App Launcher menu. Tosca Cloud identifies the items in the menu as links.

  • All apps dashboard, which appears when you select View all. Tosca Cloud identifies the items on the dashboard as links.

Date and Date/Time pickers

Date fields and Date/Time pickers enable you to select dates, or dates and times. Tosca Cloud identifies them both as textboxes.

You can also enter a date with a dynamic {DATE} expression. If you do, ensure that the format you enter matches the date format in your Salesforce application.

Dropdowns

Tosca Cloud identifies dropdowns as comboboxes.

Dual ListBoxes

In Salesforce, you use dual listBoxes to move elements between two lists, for example between Available and Chosen. Tosca Cloud identifies dual listboxes as listboxes.

By default, Tosca Cloud doesn't scan list items separately, but you can do so manually:

  1. In the Advanced View of Tosca XScan, filter for ListBox and ListItem.

  2. Select the checkbox next to each list item that you want to add to your module.

When you use the module in your test case, you can move multiple list items at once. To do so, enter a comma-separated list of items and use action mode Input.

If you're working with a read-only dual ListBox and you want to verify list items, you need to use the correct separator in your test step. This separator depends on your Salesforce version:

  • In Salesforce Classic, value items are separated by a semicolon (;) and followed by a space. So, in your test step, you have to enter <item 1>; <item 2>; <item 3>, and so on.

  • In Salesforce Lightning Experience, value items are separated by a semicolon (;). So, in your test step, you have to enter <item 1>;<item 2>;<item 3>, and so on.

Global search field

The global search field enables you to search for items in your Salesforce applications. How to work with it depends on your Salesforce interface. Please choose your use case:

Tosca Cloud identifies the global search field in Salesforce Classic as a textbox.

If you scan the global search field on a search results page, Tosca Cloud detects two search fields. To make them unique, you have to identify each by index.

The global search field in Salesforce Lightning Experience consists of the following elements:

  • A dropdown menu, which lets you limit the search to a specific Salesforce area. Tosca Cloud identifies it as a combobox.

  • A search field. Tosca Cloud identifies it as a textbox.

In either case, the global search field automatically initiates the search. As a result, you don't have to specify a separate action in your test case to trigger the search.

List views

In Salesforce, list views enable you to access, analyze, and modify your data. Tosca Cloud identifies list views as tables.

  • If you want to steer the dropdown menu in the upper left corner of a list view, steer it like a list view picker.

  • If you want to steer links embedded in a list view, you have to perform your mouse operation on the cell which contains the link and not on the link itself.

  • If you're working with split view mode in Salesforce Lightning Experience, you can steer the open/close arrows as buttons. Note that for Salesforce Lightning Experience, you need to steer items in the split view list as separate links and not as a table element.

Please note that to ensure compatibility between Salesforce Lightning Experience and Salesforce Classic, Tosca Cloud leaves out the first column of the list, which displays row numbers.

List view pickers

A list view picker is a dropdown menu in the upper left corner of a list view. This control enables you to select a list view. Tosca Cloud identifies list view pickers as comboboxes.

Lookups

Lookups allow you to search for and select items in Salesforce Lightning Experience. Tosca Cloud identifies lookups as textboxes.

  • To search for an item in a lookup, enter the value of the item and use action mode Input.

  • To perform a scenario where the search item doesn't exist, the search item is incomplete, or you want to skip the time it takes for searching for a non-existing item in the lookup, enter Input(<value>) and use action mode Input.

  • To delete the content of a lookup, check whether the content is present in the recent search entries. If it is, scan the 'undo' button and steer it. If it isn't, change the input to an empty string.

Panels in Salesforce Lightning Experience

You can steer the following basic panel types in Salesforce Lightning Experience:

  • Cards (only in Console applications)

  • Highlights panels

  • Key fields

Each of these panels contains various controls. You scan and steer them like any other supported controls.

To uniquely identify controls of a panel, Tosca Cloud uses the Container property:

  • Card panels have the property value <title of the card>.

  • Highlight panels have the property value Highlight.

  • Key field panels have the property value KeyField.

If you have more than one control with the same type and the same name within one panel, Tosca Cloud can't identify them uniquely. In this case, you need to identify each control by index.

Record type selectors

When you create a new record in Salesforce, for example a new Opportunity or Account, you might be able to choose from available record types. This depends on the configuration of your Salesforce instance. If you have this option, you can steer the record creation process with the record type selectors.

  • In Salesforce Classic, the record type selector is a dropdown menu. Tosca Cloud identifies it as a combobox.

  • In Salesforce Lightning Experience, the record type selector is a group of radio buttons. However, Tosca Cloud still identifies the record type selector as a combobox.

As a result, you can use the same module for testing Salesforce Classic and Salesforce Lightening Experience.

Both in Salesforce Classic and in Salesforce Lightning Experience, Tosca Cloud identifies any button in the record creation dialog box as a button.

Related lists

Related lists contain records with details and links that relate to other records. They can either have a table layout or—only in Salesforce Lightning Experience—a card layout. Tosca Cloud identifies both as table.

  • The table layout in Salesforce Lightning Experience and Salesforce Classic are compatible, except that the order of columns is different. We recommend that you identify columns by ColumnName instead of ColumnNumber. That way, you don't need to change existing modules and test cases for the table layout when you migrate to Salesforce Lightning Experience.

  • The card layout and the table layout differ in column naming: the first column of the card layout is called Primary Column, and the last column is called Action. To maintain compatibility between card and table layout, we recommend that you identify the first column with $1 and the last column with $last in your test cases.

You can steer the controls embedded in a table like standard controls. To add an embedded control to your related list, you have to define it manually, as a control in a cell.

'Show more actions' combobox

The Show more actions combobox is a dropdown menu in Salesforce.

If you scan a Show more actions combobox that wasn't selected before scanning, Tosca Cloud can't find the control. On the other hand, if you scan a Show more actions combobox that was selected before scanning, Tosca Cloud won't be able to identify the control uniquely.

For example, bookmarks. You can use this control to add or remove a bookmark. Tosca Cloud identifies bookmarks as combobox, so you can steer them as such.

To uniquely identify a Show more actions combobox, you need to identify each combobox by index. Note that if there are several combobox on a page, you need to select the parent element first. Tosca Cloud can then use the parent element to identify the correct combobox.

Tables in Salesforce CPQ

Tosca Cloud identifies tables in Salesforce CPQ as tables.

If the title of a column in your table starts with a #, add a space at the beginning of its name in your test case.

Alternatively, you can adapt the module. Access the properties of the column and enter a space before the number sign for ExplicitName.

Tabs

In Salesforce, you can come across the following types of tabs:

  • Fixed tabs

  • Multi-level tabs

  • Pinned tabs

  • Console tabs, for example in Service Console

Tosca Cloud identifies them all as tabcontrols.

During the scan, Tosca Cloud saves each open tab in the ValueRange of the TabControl.

If you want to add additional tabs to the module after the scan, you have to rescan.

To select a tab in your test case, enter the name of the tab and use action mode Input.

Other considerations

When it comes to steering Salesforce controls, keep the following things in mind for specific controls:

Multiple links in one field

If you have a field with more than one link in it, you must identify each link by index to make it unique.

Scan buttons in the New/Edit layout

In Salesforce Classic, in the New/Edit layout, you have two sets of save/cancel buttons: at the top and at the bottom.

Tosca Cloud identifies the buttons at the top as specific to Salesforce Classic. So, if you choose them for your module, you can only use the module to test Salesforce Classic. We recommend that you choose the bottom row buttons, so you can use the module to test Salesforce Classic and Salesforce Lighting Experience.

Tabs in Salesforce Console applications

Salesforce Console applications contain two different types of tab bars. To distinguish between them, Tosca Cloud assigns different values for AssociatedLabel:

  • The global navigation tab bar, which is always visible, has the value TabBar.

  • The sub-tab bar, which you open by selecting any link in a global navigation tab, has the value SubTabBar.