Automation V3: Provar Manager Test Operations
The main goal of Test Operations is to ensure that software is released with high quality by executing effective and efficient tests throughout the development process. This includes functional testing, performance testing, security testing, regression testing, integration testing, and user acceptance testing.
Test Operations also involve maintaining test environments, managing test data, and providing test environment support for development teams and other stakeholders. Test Operations teams collaborate closely with various teams such as Development, Quality Assurance (QA), DevOps, and Project Management to ensure that testing is integrated seamlessly into the software development process and that testing activities are executed consistently, reliably, and efficiently.
Effective Test Operations help organizations minimize the risks of releasing software that doesn’t meet its intended quality standards. By continuously monitoring and improving testing processes, organizations can reduce the number of defects, improve time-to-market, and ultimately deliver high-quality software products that meet customer expectations and requirements.
Provar Manager’s Test Operations module lets teams manage environments, version control systems, and repositories and orchestrate test plan executions.
You can open the Test Operations app from the App drawer in Salesforce:
Test Environment Setup
Environments in Provar Manager are used to identify groups of systems with a common level of production-ready features. For example, depending on their development process, teams may want to define their environments as Production, User Acceptance Testing, QA, System Integration Testing, and Development.
To define a new environment, open the Environments tab and click the New button.
Within an environment record, you can define systems of various types.
Salesforce System Setup
Provar Manager lets you set up connections to Salesforce orgs in case you want to run Apex unit tests and retrieve the results and the code coverage reports.
Follow these steps to set up a connection to Salesforce:
- Open the System record of System Type equal to Salesforce.
- You will find the Salesforce Connection Assistant card on the right-hand side of the page.
- Select the right Org Type and click Request Authorization.
- Follow the instructions on the screen:
- Open the link, enter the user code, and click Connect.
- Log into the Salesforce org and click Allow.
- Then click Continue.
- Once you have authorized Provar Manager to access the Salesforce org, the Salesforce Connection Assistant will automatically refresh to indicate that the connection has been established.
- If you have not set up Provar Manager’s metadata connection (see Setup section of this document), follow the final steps in the assistant to manually add the Remote Site Setting, allowing Provar Manager to communicate with the other Salesforce org.
Org Browser
Salesforce system records let you browse the connected orgs to retrieve their Apex Classes, Apex Triggers, or Flows as Metadata Components (to be used for metadata coverage reporting and smart testing) or import the Apex Unit Tests as Test Cases (for test execution and metadata coverage reporting).
To browse the Salesforce org and import its information, follow these steps:
- Click the Browse Org button on a connected Salesforce system record page.
- Click the corresponding button (e.g., Browse Apex Classes) to load the list of metadata items in the org.
- Select the metadata items you want to import. You can see if they have been imported in the Imported column.
- Click Import as Metadata Components or Import as Test Cases to import the metadata items.
Code Quality Scans
Provar Manager provides two ways of tracking code quality scans:
Use a plugin to connect to 3rd-party code quality scanning tools like Clayton or QualityClouds and import their results on a scheduled basis.
Manually importing code quality results.
To manually import the results of a static code analysis performed with tools like PMD or Salesforce Code Analyzer, follow these steps:
- Go to a Salesforce system record.
- In its Code Quality section, click the New button on the Code Scans related list.
- Enter a scan date and time.
- Set the status as Draft.
- Click the Save button.
- Open the newly created Code Scan record.
- In its Files section, upload the code scan results. The file must be in SARIF format with the .sarif extension (e.g., myscan.sarif).
- Change the Code Scan status to Ready and save the changes.
- Provar Manager will start processing the file immediately, changing the status to In Progress and then to Completed or Failed once the file has been processed.
- Refresh the page after a few seconds to see the results.
Code Coverage Reports
Code coverage can be used to understand how much of the code is being tested, but it doesn’t measure how thorough or adequate those tests are.
Still, it can help your team progress toward a more thorough test suite, highlighting trouble spots requiring more attention (e.g., new code introduced but not covered or coverage % dropping after a deployment).
Provar Manager can monitor Salesforce Apex code coverage across multiple orgs. Follow the below instructions to set it up.
- Go to a System record and type Salesforce or create a new one.
- Ensure Provar Manager is connected to the Salesforce org (see Test Environment Setup > Salesforce System Setup).
- Click on the Coverage tab.
To schedule coverage reports to run regularly, create a Coverage Report Schedule record from the System record page (see above instructions).
Once the Coverage Report Schedule Status is set to Active, Provar Manager will regularly create a Coverage Report record under the selected System per the schedule settings.
API System Setup
With Provar Manager, you can define a System record of type API to represent an external API you may want to call at some point.
When setting up this type of System, it’s essential to specify the following:
- API Endpoint
- Authentication Type
- No Authentication
- Basic Authentication, which requires the fields Username and Password to be filled.
Set the Password to NULL if you want it to be empty. - Named Credential (recommended) requires the field Named Credential to be filled with the name of a Salesforce Named Credential.
Named Credentials allow you to authenticate using Username/Password, OAuth 2.0, JWT, JWT Token Exchange, and AWS Signature Version 4.
Salesforce documentation on how to define a Named Credential.
- API Paths
Note: remember to add the API Endpoint URL to the Salesforce Remote Site Settings if you’re not using the Named Credential authentication type.
As an example, if you wanted to define an API System that represents the OpenWeatherMap API, you would follow these steps:
- Create a system record of type API
- Set the API Endpoint to https://api.openweathermap.org/data/2.5
- Set the Version to 2.5
- Set the Authentication Type to No Authentication.
- Create an API Path record for the Current Weather Data API:
- Set the Path to “/weather”
- Set the Summary to “Current weather data”
- Set the HTTP Method to “GET”
- Set the Content-Type to “application/json”
- Provar Automation V2
- System Requirements
- Browser and Driver Recommendations
- Installing Provar Automation
- Updating Provar Automation
- Licensing Provar
- Granting Org Permissions to Provar Automation
- Optimizing Org and Connection Metadata Processing in Provar
- Using Provar Automation
- Understanding Provar’s Use of AI Service for Test Automation
- Provar Automation
- Creating a New Test Project
- Import Test Project from a File
- Import Test Project from a Remote Repository
- Import Test Project from Local Repository
- Commit a Local Test Project to Source Control
- Salesforce API Testing
- Behavior-Driven Development
- Consolidating Multiple Test Execution Reports
- Creating Test Cases
- Custom Table Mapping
- Functions
- Debugging Tests
- Defining a Namespace Prefix on a Connection
- Defining Proxy Settings
- Environment Management
- Exporting Test Cases into a PDF
- Exporting Test Projects
- Japanese Language Support
- Override Auto-Retry for Test Step
- Customize Browser Driver Location
- Mapping and Executing the Lightning Article Editor in Provar
- Managing Test Steps
- Namespace Org Testing
- NitroX
- Provar Test Builder
- ProvarDX
- Refresh and Recompile
- Reintroduction of CLI License Check
- Reload Org Cache
- Reporting
- Running Tests
- Searching Provar with Find Usages
- Secrets Management and Encryption
- Setup and Teardown Test Cases
- Tags and Service Level Agreements (SLAs)
- Test Cycles
- Test Data Generation
- Test Plans
- Testing Browser – Chrome Headless
- Testing Browser Options
- Tooltip Testing
- Using the Test Palette
- Using Custom APIs
- Callable Tests
- Data-Driven Testing
- Page Objects
- Block Locator Strategies
- Introduction to XPaths
- Creating an XPath
- JavaScript Locator Support
- Label Locator Strategies
- Maintaining Page Objects
- Mapping Non-Salesforce fields
- Page Object Operations
- ProvarX™
- Refresh and Reselect Field Locators in Test Builder
- Using Java Method Annotations for Custom Objects
- Applications Testing
- Database Testing
- Document Testing
- Email Testing
- Email Testing in Automation
- Email Testing Examples
- Gmail Connection in Automation with App Password
- App Configuration for Microsoft Connection in MS Portal for OAuth 2.0
- OAuth 2.0 Microsoft Exchange Email Connection
- Support for Existing MS OAuth Email Connection
- OAuth 2.0 MS Graph Email Connection
- Create a Connection for Office 365 GCC High
- Mobile Testing
- OrchestraCMS Testing
- Salesforce CPQ Testing
- ServiceMax Testing
- Skuid Testing
- Vlocity API Testing
- Webservices Testing
- Provar Manager
- How to Use Provar Manager
- Provar Manager Setup
- Provar Manager Integrations
- Release Management
- Test Management
- Test Operations
- Provar Manager and Provar Automation
- Setting Up a Connection to Provar Manager
- Object Mapping Between Automation and Manager
- How to Upload Test Plans, Test Plan Folders, Test Plan Instances, and Test Cases
- Provar Manager Filters
- Uploading Callable Test Cases in Provar Manager
- Uploading Test Steps in Provar Manager
- How to Know if a File in Automation is Linked in Test Manager
- Test Execution Reporting
- Metadata Coverage with Manager
- Provar Grid
- DevOps
- Introduction to Provar DevOps
- Introduction to Test Scheduling
- Apache Ant
- Configuration for Sending Emails via the Automation Command Line Interface
- Continuous Integration
- AutoRABIT Salesforce DevOps in Provar Test
- Azure DevOps
- Running a Provar CI Task in Azure DevOps Pipelines
- Configuring the Automation secrets password in Microsoft Azure Pipelines
- Parallel Execution in Microsoft Azure Pipelines using Multiple build.xml Files
- Parallel Execution in Microsoft Azure Pipelines using Targets
- Parallel execution in Microsoft Azure Pipelines using Test Plans
- Bitbucket Pipelines
- CircleCI
- Copado
- Docker
- Flosum
- Gearset
- GitHub Actions
- Integrating GitHub Actions CI to Run Automation CI Task
- Remote Trigger in GitHub Actions
- Parameterization using Environment Variables in GitHub Actions
- Parallel Execution in GitHub Actions using Multiple build.xml Files
- Parallel Execution in GitHub Actions using Targets
- Parallel Execution in GitHub Actions using Test Plan
- Parallel Execution in GitHub Actions using Job Matrix
- GitLab Continuous Integration
- Travis CI
- Jenkins
- Execution Environment Security Configuration
- Provar Jenkins Plugin
- Parallel Execution
- Running Provar on Linux
- Reporting
- Salesforce DX
- Git
- Version Control
- Salesforce Testing
- Recommended Practices
- Salesforce Connection Best Practices
- Improve Your Metadata Performance
- Java 21 Upgrade
- Testing Best Practices
- Automation Planning
- Supported Testing Phases
- Provar Naming Standards
- Test Case Design
- Create records via API
- Avoid using static values
- Abort Unused Test Sessions/Runs
- Avoid Metadata performance issues
- Increase auto-retry waits for steps using a global variable
- Create different page objects for different pages
- The Best Ways to Change Callable Test Case Locations
- Working with the .testProject file and .secrets file
- Best practices for the .provarCaches folder
- Best practices for .pageObject files
- Troubleshooting
- How to Use Keytool Command for Importing Certificates
- Installing Provar After Upgrading to macOS Catalina
- Browsers
- Configurations and Permissions
- Add Permissions to Edit Provar.ini File
- Configure Provar UI in High Resolution
- Enable Prompt to Choose Workspace
- Increase System Memory for Provar
- Refresh Org Cache Manually
- Show Hidden Provar Files on Mac
- Java Version Mismatch Error
- Unable to test cases, test suites, etc… from the Test Project Navigation sidebar
- Connections
- DevOps
- Error Messages
- Provar Manager 3.0 Install Error Resolution
- Provar Manager Test Case Upload Resolution
- Administrator has Blocked Access to Client
- JavascriptException: Javascript Error
- Resolving Failed to Create ChromeDriver Error
- Resolving Jenkins License Missing Error
- Resolving Metadata Timeout Errors
- Test Execution Fails – Firefox Not Installed
- Selenium 4 Upgrade
- Licensing, Installation and Firewalls
- Memory
- Test Builder and Test Cases
- Release Notes
- Provar Automation V3
- Automation V3: Setting Java Development Kit (JDK) Environment Variables
- Automation V3: Adding a Salesforce OAuth (Web Flow) Connection
- Automation V3: Docker Runner
- Automation V3: Running Automation Tests on Jenkins
- Automation V3: Remote Trigger in GitHub Actions
- Automation V3: Internationalization Support
- Automation V3: Configuration on Jenkins
- Automation V3: Provar Manager – Test Execution Reporting
- Automation V3: Secrets Management and Encryption
- Automation V3: Updating Automation on Windows
- Automation V3: Updating Automation on Mac
- Automation V3: Installing Automation on Windows
- Automation V3: Installing Automation on Mac
- Automation V3: Commit a Local Test Project to Source Control
- Automation V3: Activating Your License
- Automation V3: Resolving High Memory Usage
- Automation V3: Test Palette Introduction
- Automation V3: Provar Naming Standards
- Automation V3: Refresh Org Cache Manually
- Automation V3: Show Hidden Provar Files on Mac
- Automation V3: NitroX Supported Components
- Automation V3: Salesforce Lightning Web Component (LWC) Locator Support
- Automation V3: Enabling and Disabling NitroX
- Automation V3: Introducing NitroX
- Automation V3: Salesforce Connection Best Practices
- Automation V3: Version Control and DevOps
- Automation V3: Test Case Design
- Automation V3: Salesforce DX Integration
- Automation V3: Running Provar on Linux
- Automation V3: Variable Set Syntax
- Automation V3: Provar Jenkins Plugin
- Automation V3: Introduction to Test Scheduling
- Automation V3: Execution Environment Security Configuration
- Automation V3: GitHub Desktop – Creating a Git Repository for Automation Projects
- Automation V3: Amazon Web Service (AWS) & Jenkins Configuration
- Automation V3: Setting up Continuous Integration
- Automation V3: Integrating GitHub Actions CI to Run Automation CI Task
- Automation V3: GitLab Continuous Integration
- Automation V3: Gearset DevOps CI/CD via Jenkins
- Automation V3: Parallel Execution in GitHub Actions using Test Plan
- Automation V3: Parallel Execution in GitHub Actions using Job Matrix
- Automation V3: Parallel Execution in GitHub Actions using Targets
- Automation V3: Parallel Execution in GitHub Actions using Multiple build.xml Files
- Automation V3: Flosum Integration Introduction
- Automation V3: Flosum Configuration
- Automation V3: Setting up Continuous Integration with Jenkins for Docker
- Automation V3: Flosum Architecture Overview
- Automation V3: Docker Continuous Integration
- Automation V3: Generating the build.xml File for Docker
- Automation V3: Running Provar Tests on Docker using Docker File
- Automation V3: Copado Integration Introduction
- Automation V3: Provar Test Results Package
- Automation V3: Copado Architecture Overview
- Automation V3: Copado Configuration
- Automation V3: CircleCI Common Build Errors
- Automation V3: CircleCI Orbs
- Automation V3: Running a Provar CI Task in Azure DevOps Pipelines
- Automation V3: CircleCI via Docker
- Automation V3: Parallel Execution in Microsoft Azure Pipelines using Multiple build.xml Files
- Automation V3: Parallel Execution in Microsoft Azure Pipelines using Targets
- Automation V3: Parallel Execution in Microsoft Azure Pipelines using Test Plans
- Automation V3: Configuring the Automation Secrets Password in Microsoft Azure Pipelines
- Automation V3: System Requirements
- Installing Provar Automation V3
- Updating Provar Automation V3
- Licensing Provar Automation V3
- Automation V3: Optimizing Org and Connection Metadata Processing in Provar
- Automation V3: Granting Org Permissions to Provar Automation
- Using Provar Automation V3
- Automation V3: Provar Automation
- Automation V3: Test Data Generation
- Automation V3: Creating a New Test Project
- Automation V3: Creating Custom Test Steps
- Automation V3: Provar Test Builder
- Automation V3: Reintroduction of CLI license Check
- Automation V3: Creating Test Cases
- Automation V3: Debugging Tests
- Automation V3: Environment Management
- Automation V3: Managing Test Steps
- Automation V3: Reporting
- Automation V3: Import Test Project from a File
- Automation V3: Import Test Project from Local Repository
- Automation V3: Import Test Project from a Remote Repository
- Automation V3: Running Tests
- Automation V3: Testing Browser Options
- Automation V3: Testing Browser – Chrome Headless
- Automation V3: Provar Feature Flags and Properties Configuration
- Automation V3: Defining Proxy Settings
- Automation V3: Behavior-Driven Development
- Automation V3: Customize Browser Driver Location
- Automation V3: Setup and Teardown Test Cases
- Automation V3: Japanese Language Support
- Automation V3: Reload Org Cache
- Automation V3: Using Java Method Annotations for Custom Objects
- Automation V3: Salesforce API Testing
- Automation V3: Consolidating Multiple Test Execution Reports
- Automation V3: Tags and Service Level Agreements (SLAs)
- Automation V3: Test Plans
- Automation V3: Searching Provar with Find Usages
- Automation V3: Exporting Test Projects
- Automation V3: Tooltip Testing
- Automation V3: Refresh and Recompile
- Custom Table Mapping in V3
- NitroX in V3
- ProvarDX in V3
- Test Cycles in V3
- Using Custom APIs in V3
- Page Objects in V3
- Automation V3: ProvarX™
- Automation V3: Creating an XPath
- Automation V3: Mapping Non-Salesforce Fields
- Automation V3: Introduction to XPaths
- Automation V3: JavaScript Locator Support
- Automation V3: Create different page objects for different pages
- Automation V3: Maintaining Page Objects
- Automation V3: Refresh and Reselect Field Locators in Test Builder
- Callable Tests in V3
- Functions in V3
- Automation V3: TestCaseErrors
- Automation V3: TestRunErrors
- Automation V3: TestCaseSuccessful
- Automation V3: TestCaseOutCome
- Automation V3: TestCasePath
- Automation V3: StringTrim
- Automation V3: TestCaseName
- Automation V3: DateFormat
- Automation V3: Not
- Automation V3: IsSorted
- Automation V3: StringReplace
- Automation V3: StringNormalize
- Automation V3: DateParse
- Automation V3: DateAdd
- Automation V3: GetEnvironmentVariable
- Automation V3: GetSelectedEnvironment
- Automation V3: NumberFormat
- Automation V3: Using Functions
- Automation V3: UniqueId
- Automation V3: Count
- Automation V3: Round
- Using the Test Palette in V3
- Automation V3: Read Test Step
- Automation V3: String Test Steps
- Automation V3: Generate Test Case
- Automation V3: For Each Test Step
- Automation V3: Page Object Cleaner
- Automation V3: Assert Salesforce Layout
- Automation V3: Break Test Step
- Automation V3: UI On Screen
- Automation V3: UI Handle Alert
- Automation V3: UI Assert
- Automation V3: Set Values
- Automation V3: UI With Row
- Automation V3: UI Action
- Automation V3: UI Connect
- Automation V3: Fail Test Step
- Automation V3: While Test Step
- Automation V3: Apex Execute
- Automation V3: List Compare
- Automation V3: UI Navigate
- Automation V3: UI Fill
- Automation V3: If Test Step
- Automation V3: Group Steps Test Step
- Automation V3: Set Values Test Step
- Automation V3: Apex Bulk
- Automation V3: Sleep Test Step
- Automation V3: Switch Test Step
- Automation V3: Finally Test Step
- Automation V3: Wait For Test Step
- Automation V3: Extract Salesforce Layout
- Automation V3: Assert Test Step
- Applications Testing in V3
- Automation V3: Mobile Emulation (Salesforce Mobile)
- Automation V3: Using Provar with Amazon Web Services (AWS) Device Farm
- Automation V3: PDF Testing
- Automation V3: App Configuration for Microsoft Connection in MS Portal for OAuth 2.0
- Automation V3: OAuth 2.0 Microsoft Exchange Email Connection
- Automation V3: Create a Connection for Office 365 GCC High
- Automation V3: Support for Existing MS OAuth Email Connection
- Automation V3: Gmail Connection in Automation with App Password
- Automation V3: Email Testing in Automation
- Automation V3: OAuth 2.0 MS Graph Email Connection
- Automation V3: Email Testing Examples
- Automation V3: Database Connections
- Automation V3: Web Services
- Data-Driven Testing in V3
- DevOps with V3
- Automation V3: Introduction to Provar DevOps
- Automation V3: Bitbucket Pipelines
- Automation V3: Perfecto Mobile
- Automation V3: ANT Task Parameters
- Automation V3: ANT: Generating ANT Build File
- Automation V3: ANT Licensing
- Automation V3: Reading Data from Excel
- Automation V3: Configuration on other CI tools
- Automation V3: Setting Apache Ant Environment Variables
- Automation V3: BrowserStack Desktop
- Automation V3: Integrating with LambdaTest
- Automation V3: Sauce Labs Desktop
- Automation V3: AutoRABIT Salesforce DevOps in Provar Test
- Automation V3: Selenium Grid
- Automation V3: Working with Git
- Automation V3: Configuration for Sending Emails via the Automation Command Line Interface
- Automation V3: Parameterization using Environment Variables in GitHub Actions
- Automation V3: Slack Integration with Automation
- Automation V3: Zephyr Cloud and Server
- Automation V3: Adding a Salesforce Communities Connection
- Automation V3: Integrating with Sauce Labs Real Device
- Automation V3: Travis CI
- Salesforce Testing with V3
- Automation V3: Salesforce Release Updates
- Automation V3: Adding a Salesforce Connection
- Automation V3: Adding a Log-on As Connection
- Automation V3: Adding a Salesforce OAuth (JWT Flow) Connection
- Automation V3: Salesforce Console Testing
- Automation V3: Adding a Salesforce Portal Connection
- Automation V3: Visualforce Testing
- Automation V3: List and Table Testing
- Provar Manager and Provar Automation V3
- Automation V3: Setting Up a Connection to Provar Manager
- Automation V3: Provar Manager Filters
- Automation V3: Importing 3rd-Party Test Projects
- Automation V3: Uploading Test Steps in Provar Manager
- Automation V3: Test Management
- Automation V3: Provar Manager Test Operations
- Automation V3: Provar Manager Test Execution
- Automation V3: Release Management
- Automation V3: Provar Manager Plugins
- Automation V3: Provar Manager Test Coverage
- Automation V3: Provar Manager Setup and User Guide
- Automation V3: Uploading 3rd-Party Test Results
- Automation V3: Uploading Existing Manual Test Cases to Provar Manager with DataLoader.Io
- Automation V3: Quality Journey, Quality Center, and Dashboards
- Automation V3: Object Mapping Between Provar Automation and Provar Manager
- Automation V3: Uploading Callable Test Cases in Provar Manager
- Automation V3: Metadata Coverage with Manager
- Recommended Practices with V3
- Automation V3: Automation Planning
- Automation V3: Supported Testing Phases
- Automation V3: Best practices for the .provarCaches folder
- Automation V3: Best practices for .pageObject files
- Automation V3: Avoid Metadata performance issues
- Automation V3: The Best Ways to Change Callable Test Case Locations
- Automation V3: Improve Your Metadata Performance
- Automation V3: Abort Unused Test Sessions/Runs
- Automation V3: Create Records via API
- Automation V3: Increase auto-retry waits for steps using a global variable
- Troubleshooting with V3
- Automation V3: Add Permissions to Edit Provar.ini File
- Automation V3: Test Builder Does Not Launch
- Automation V3: Provar License Issue Solution
- Automation V3: How to Configure a Single Sign-On Connection
- Automation V3: Out of Memory Error During CI Execution
- Automation V3: Add Gmail Firewall Exception
- Automation V3: Add a License Firewall Exception
- Automation V3: Resolving Jenkins License Missing Error
- Automation V3: Increase System Memory for Provar
- Automation V3: Resolving Metadata Timeout Errors
- Automation V3: How to Use Keytool Command for Importing Certificates
- Automation V3: Java Version Mismatch Error
- Automation V3: Provar Manager 3.0 Install Error Resolution
- Automation V3: Test Case Does Not Run on IE Browser
- Automation V3: Test Builder Not Working Correctly
- Provar Grid and Provar Automation V3
- AI with Provar Automation V3