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2 changes: 1 addition & 1 deletion src/pages/docs/salesforce-testing/element-repos.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,7 @@ title: "Salesforce Element Repositories"
page_title: "Element Repositories"
metadesc: "Elements repositories from Salesforce are imported after successfully synchronizing metadata. This article discusses Salesforce elements repositories."
noindex: false
order: 28.7
order: 28.8
page_id: "Element Repositories"
warning: false
contextual_links:
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2 changes: 1 addition & 1 deletion src/pages/docs/salesforce-testing/error-handling.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,7 @@ title: "Error Handling Post Metadata Refresh"
page_title: "Error Handling Post Metadata Refresh"
metadesc: "On refreshing metadata, Testsigma identifies potential errors in test cases, step groups and elements linked to updates in the Salesforce organization structure"
noindex: false
order: 28.9
order: 28.94
page_id: "Error Handling Post Metadata Refresh"
warning: false
contextual_links:
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2 changes: 1 addition & 1 deletion src/pages/docs/salesforce-testing/metadata-connections.md
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Expand Up @@ -3,7 +3,7 @@ title: "Creating Metadata Connections"
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: 28.4
order: 28.5
page_id: "Creating Metadata Connections"
warning: false
contextual_links:
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Original file line number Diff line number Diff line change
@@ -0,0 +1,60 @@
---
title: "Query Builder for Salesforce Testsing"
page_title: "Query Builder for Salesforce Testsing"
Comment on lines +2 to +3
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⚠️ Potential issue

Fix typo in title, page_title, and page_id
The metadata fields misspell "Testing" as "Testsing", causing rendering and search inconsistencies.

- title: "Query Builder for Salesforce Testsing"
+ title: "Query Builder for Salesforce Testing"
- page_title: "Query Builder for Salesforce Testsing"
+ page_title: "Query Builder for Salesforce Testing"
- page_id: "Query Builder for Salesforce Testsing"
+ page_id: "Query Builder for Salesforce Testing"

Also applies to: 7-7

metadesc: "Build and Test Salesforce Queries using Query Builder Tool"
noindex: false
order: 28.92
page_id: "Query Builder for Salesforce Testsing"
warning: false
contextual_links:
- type: section
name: "Contents"
- type: link
name: "Prerequisites"
url: "#prerequisites"
- type: link
name: "Steps to use SOQL Query Builder Tool"
url: "#steps-to-use-soql-query-builder-tool"
---
Comment on lines +15 to +18
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⚠️ Potential issue

Align contextual link name and URL with the actual heading
The contextual_links entry omits "the" in the URL anchor and uses inconsistent capitalization in the name, which will break the in-page navigation.

-  - type: link
-    name: "Steps to use SOQL Query Builder Tool"
-    url: "#steps-to-use-soql-query-builder-tool"
+  - type: link
+    name: "Steps to Use the SOQL Query Builder Tool"
+    url: "#steps-to-use-the-soql-query-builder-tool"
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
- type: link
name: "Steps to use SOQL Query Builder Tool"
url: "#steps-to-use-soql-query-builder-tool"
---
- type: link
name: "Steps to Use the SOQL Query Builder Tool"
url: "#steps-to-use-the-soql-query-builder-tool"
---


---

Use the Query Builder in Salesforce Testing to create and run SOQL (Salesforce Object Query Language) queries without writing code. This feature allows you to retrieve Salesforce data dynamically and use it in test scenarios. This article discusses building queries for Salesforce testing in Testsigma.

---

## **Prerequisites**

Before you begin, ensure the Salesforce app is connected to Testsigma with a valid metadata connection.

---

## **Steps to Use the SOQL Query Builder Tool**

1. Open the **Salesforce Query Builder** from the test case page in the Utility Panel.

2. From the **SF Connection** dropdown, select the Salesforce connection to use.

3. In the **FROM** field, choose a Salesforce object (e.g., Account, Contact).

4. Use the **SELECT** section to add fields (e.g., Type, RecordTypeId, Industry). The SOQL query updates automatically in the preview pane.

5. Click **+ Add Condition** to filter results using **WHERE** clauses if required.

6. Use **ORDER BY** and **LIMIT** to specify the order and number of records.

For example,

```
SELECT Id, Name, Phone, Industry, BillingCity, BillingState
FROM Account
WHERE Industry = 'Technology' AND BillingState = 'CA'
ORDER BY Name
LIMIT 50
```

7. Click **Run Query** to execute the SOQL query.

8. View the results in **Table**, **Outline**, or **JSON** format.

---
2 changes: 1 addition & 1 deletion src/pages/docs/salesforce-testing/sf-test-cases.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,7 @@ title: "Test Cases for Salesforce (Manual + Live)"
page_title: "Build Test Cases for Salesforce Testing"
metadesc: "Creating test cases for Salesforce automation is easy with Salesforce metadata artifacts and capabilities from Testsigma like smart NLPs, and the debugger"
noindex: false
order: 28.6
order: 28.7
page_id: "Test Cases for Salesforce"
warning: false
contextual_links:
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61 changes: 61 additions & 0 deletions src/pages/docs/salesforce-testing/soql-as-test-step.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,61 @@
---
title: "SOQL as Test Step"
page_title: "SOQL as Test Step"
metadesc: "SOQL step runs queries to fetch real-time Salesforce data."
noindex: false
order: 28.91
page_id: "SOQL as Test Step"
warning: false
contextual_links:
- type: section
name: "Contents"
- type: link
name: "Prerequisites"
url: "#prerequisites"
- type: link
name: "Steps to Create SOQL as a Test Step"
url: "#steps-to-create-soql-as-a-test-step"
---

---

The SOQL step type allows you to run SOQL queries to retrieve real-time Salesforce data. You can verify specific values within your Salesforce records and store outputs as variables for reuse in subsequent steps. This article discusses using the SOQL step type for Salesforce testing in Testsigma.

---

## **Prerequisites**

Before you begin, ensure the Salesforce app is connected to Testsigma with a valid metadata connection.
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🛠️ Refactor suggestion

Normalize headings by removing emphasis
Headings like ## **Prerequisites** and ## **Steps to Create SOQL as a Test Step** should be plain markdown (e.g., ## Prerequisites) to generate clean anchors and satisfy MD036.


---

## **Steps to Create SOQL as a Test Step**

1. From the left navigation bar, navigate to **Create Tests > Test Cases**.

2. In the **Test Case Details** page, click on the test step options list and select **SOQL**.

3. Select a Salesforce connection from the **Salesforce Connection** dropdown.

4. Enter your SOQL query in the editor.

For example,

```
SELECT Id, Name, Phone, Industry, BillingCity, BillingState
FROM Account
WHERE Industry = 'Technology' AND BillingState = 'CA'
ORDER BY Name
LIMIT 50
```
Comment on lines +44 to +50
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🛠️ Refactor suggestion

Add language marker to SOQL snippet
The code fence around the SOQL example lacks a language tag. Specify sql for correct syntax highlighting:

- ```
+ ```sql
SELECT Id, Name, Phone, Industry, BillingCity, BillingState
...

<details>
<summary>🧰 Tools</summary>

<details>
<summary>🪛 markdownlint-cli2 (0.17.2)</summary>

44-44: Fenced code blocks should have a language specified
null

(MD040, fenced-code-language)

</details>

</details>

<!-- This is an auto-generated comment by CodeRabbit -->


5. Click **Run Query** to fetch the results.

6. View the response in **Table**, **Outline**, or **JSON** format by switching between the tabs.

7. In the **Outline** tab, store values as variables or add verifications directly from the response.

8. Click **Create** to save and add the SOQL step to your test case.

---

21 changes: 20 additions & 1 deletion src/pages/docs/salesforce-testing/special-nlps.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,7 @@ title: "Intro: Testsigma Special NLPs"
page_title: "Special NLPs"
metadesc: "With special NLPs, you can build & enhance Salesforce tests with ease, reducing test authoring time by 50%. This article discusses the capabilities of these special NLPs"
noindex: false
order: 28.8
order: 28.9
page_id: "Special NLPs"
warning: false
contextual_links:
Expand Down Expand Up @@ -72,6 +72,9 @@ contextual_links:
- type: link
name: "NLP 18:"
url: "#nlp-18"
- type: link
name: "NLP 19:"
url: "#nlp-19"
---

---
Expand Down Expand Up @@ -110,6 +113,10 @@ With Testsigma's special NLPs, you can scale and enhance Salesforce Testing. The
| [Clear and enter test data in the element field](https://testsigma.com/docs/salesforce-testing/special-nlps/#nlp-10) | This NLP will clear any existing data in the element field and then enter the test data into that field. <br><br> **User Inputs in NLP:** <br> 1. Test Data <br> 2. Element |
| [Delete record in Salesforce Object where record id is test data using Salesforce Connection connection](https://testsigma.com/docs/salesforce-testing/special-nlps/#nlp-3) | This NLP deletes a record using RECORD\_ID for a specific Salesforce object using the delete record API. <br><br> **User Inputs in NLP:** <br> 1. RECORD_ID <br> 2. User Connection<br> 3. Salesforce Object |
|[Get record details from Salesforce Object Form for RECORD\_ID test data using Salesforce Connection connection](https://testsigma.com/docs/salesforce-testing/special-nlps/#nlp-18)| This NLP will fetch record details of the Salesforce Object Form with the selected object fields. It also allows you to store Variables and add Verifications directly from the Response Body. <br><br> **User Inputs in NLP:** <br> 1. Salesforce Object Form <br> 2. RECORD_ID <br> 3. Salesforce Connection |
| [Store the recordID from details page into variable](https://testsigma.com/docs/salesforce-testing/special-nlps/#nlp-19) | This NLP extracts the current record ID and stores it in your specified runtime variable name. <br><br> **User Inputs in NLP:** <br> 1. RECORD_ID <br> 2. Variable Name |




---

Expand Down Expand Up @@ -368,4 +375,16 @@ See the GIF below demonstrating how to use this NLP.

![Get Record Details](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/SF_Read_API.gif)

---

## **NLP 18:**

"Store the **recordID** from details page into **variable** [variable-name]"

Use this NLP to extract the current record ID and stores it in your specified runtime variable name.

See the GIF below demonstrating how to use this NLP.
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⚠️ Potential issue

Fix heading label for the new section
The final section is mis‐labeled as ## **NLP 18:**—it should be ## **NLP 19:** to align with the table and link.

--- a/src/pages/docs/salesforce-testing/special-nlps.md
@@ 380, +380
- ## **NLP 18:**
+ ## **NLP 19:**
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
## **NLP 18:**
"Store the **recordID** from details page into **variable** [variable-name]"
Use this NLP to extract the current record ID and stores it in your specified runtime variable name.
See the GIF below demonstrating how to use this NLP.
## **NLP 19:**
"Store the **recordID** from details page into **variable** [variable-name]"
Use this NLP to extract the current record ID and stores it in your specified runtime variable name.
See the GIF below demonstrating how to use this NLP.
🧰 Tools
🪛 markdownlint-cli2 (0.17.2)

380-380: Multiple headings with the same content
null

(MD024, no-duplicate-heading)




---
2 changes: 1 addition & 1 deletion src/pages/docs/salesforce-testing/table-nlps.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,7 @@ title: "Automating Listview Table NLPs"
page_title: "Automate Listview table NLPs"
metadesc: "Salesforce listview tables are dynamic tables, which have various cell properties. You can automate these dynamic tables efficiently by using Testsigma's built-in table NLPs"
noindex: false
order: 28.91
order: 28.93
page_id: "Automate Listview table NLPs"
warning: false
contextual_links:
Expand Down
Original file line number Diff line number Diff line change
@@ -0,0 +1,47 @@
---
title: "Test Salesforce Connection Before Authorization"
page_title: "Test Salesforce Connection Before Authorization"
metadesc: "Test Salesforce connection before authorization in Testsigma"
noindex: false
order: 28.4
page_id: "Test Salesforce Connection Before Authorization"
warning: false
contextual_links:
- type: section
name: "Contents"
- type: link
name: "Steps to Test the Salesforce Connection"
url: "#steps-to-test-the-salesforce-connection"
- type: link
name: "Troubleshoot"
url: "#troubleshoot"
---

---
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🛠️ Refactor suggestion

Consolidate frontmatter and remove extra delimiters
The file shows multiple --- at lines 1, 19, and 20. Retain a single YAML frontmatter block (lines 1–18) and remove the extra --- before the body.


Testsigma provides a convenient way to check your Salesforce connection using either OAuth 2.0 or Username and Password authentication. You can validate your credentials without completing the full authorization flow or saving the connection.

---

## **Steps to Test the Salesforce Connection**

1. From the left navigation bar, click on **SF Connections**.
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🛠️ Refactor suggestion

Use plain headings for anchor consistency
Change ## **Steps to Test the Salesforce Connection** to ## Steps to Test the Salesforce Connection so that the contextual link #steps-to-test-the-salesforce-connection works as expected.



2. In the Salesforce connections page, under the **Metadata connection** or **User connection** section, click the ellipsis icon next to the desired connection and click **Edit Connection**.

3. You can also access the **Metadata Connection** dialog via **Settings > SF Metadata**.

4. In the **User/Metadata Connection** dialog, click **Test Connection**.

5. On the Salesforce login page, enter your username and password, then click **Log In**.

6. Once your credentials are verified, you will get the **Salesforce Connection Successful** dialog.

---






2 changes: 1 addition & 1 deletion src/pages/docs/salesforce-testing/user-connections.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,7 @@ title: "Adding User Connections"
page_title: "User Connections"
metadesc: "Add user connections for a Salesforce project in Testsigma. These connections are associated with Salesforce user profiles like Salesforce admin/sales rep"
noindex: false
order: 28.5
order: 28.6
page_id: "User Connections"
warning: false
contextual_links:
Expand Down
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