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Setting Up a Connection to Provar Manager

The Provar Manager connection establishes a connection with a Provar Manager instance. It is configured by creating a Provar Manager connection via the Connection tab. The Provar Manager connection (leveraging a normal Salesforce Connection) only requires a user login via OAuth Web Flow.


There are some prerequisites for setting up a connection to Provar Manager as listed below:

  • A Salesforce org with Provar Manager must be already installed.
  • A Salesforce user with a Provar Manager license assigned and the Provar Manager permission set assigned too.

How to set up an OAuth Web Flow connection to Provar Manager

Step 1: Create a Connected App

Step 2: Create a Provar Manager Connection (OAuth WebFlow).

In the Test Settings, navigate to the Connections tab and click the plus (+) sign. The Add New Connection screen is displayed. Give a Connection Name and create an OAuth WebFlow Connection. In the Connection Type field, select Provar Manager then select Provar Manager Connection

For more information, please see Salesforce OAuth (Web Flow) connection

In the created OAuth WebFlow connection, you have to provide the details of the Consumer Key, Consumer Secret, and Callback URL that is a part of  OAuth WebFlow connection.

Note: The above 3 fields are not the credentials of the user but they are the credentials of the Connected App.

Click Authorise, and it will ask for your credentials; provide your credentials, and when the authorization is successful, the Access Token and Refresh Token are populated.


  • Provar Manager is only available via the Salesforce Lightning Experience.
  • Only one Provar Manager connection can be set.

Above: Snapshot of creating a Provar Manager Connection.

When the Provar Manager connection is created, you can see it under the Connections tab.

Above: Screenshot of Provar Manager Connection in Provar.

Creating and linking the Test Project in Provar Manager

Once you have created the Provar Manager connection; a project is created in Provar Manager with a Test Project Name and a unique Test Project Key. For example, the project AY Test Project is created in Provar Manager which has a unique key.

If a user wants to link a Provar test project with an existing Provar Manager project then he has to provide that key (unique key) while creating the Provar Manager connection in Provar. 

Note: The project was created in Provar Manager with the same name and unique key.

In Provar Manager

Log on to the Provar Manager. Click Environments > Test Projects. You can see the AY Test Project created in Test Manager.

Above: Snapshot of the Project created in Provar Manager.

Click on the project (AY Test Project), and you can see the details of the project.

When you click on the project, you can see Test Plans inside it. When you click on Test Plans, you can see Test Suites (these are Test Plan Folders in Provar) and Test Cycles inside it.

Above: Details of the project created in Provar Manager.

Uploading screenshots

To upload screenshots, we have provided one option at the connection level.  You can now select the Send Screenshots checkbox in the connection dialog box to upload screenshots.

This option is now available. If you have selected this checkbox then whatever screenshots are captured, they will all be uploaded. If it’s unchecked or de-selected, then no screenshot will be uploaded.

Note: The screenshot capture is allowed only in UI API’s. For example, in the UI Assert test case in the above test case example, you can see the options:

  • screenshot before
  • screenshot after

Note: In case of an error, a screenshot will always be created and uploaded. So, the maximum number of possible screenshots on a test step execution is 3 (before, after, and on-error). The screenshots can be identified as (before_ and after_).

Report Metadata Coverage

You can also enable Metadata reporting on the connection to Manager by checking the Report Metadata Coverage checkbox. After enabling this feature, Automation will start collecting what Salesforce metadata test cases interact with.

When uploading test cases to Manager, the metadata coverage present locally is also uploaded, allowing you to start running test cases from Manager based on metadata changes tracked in your DevOps pipeline.

When you enable that checkbox in the connection to Manager, it does three things:

  • It calculates the metadata coverage (i.e. what Salesforce metadata each Manager-linked test case interacts with) when the connection is saved after checking the checkbox.
  • Every time a Manager-linked test case is changed, the metadata coverage is recalculated.
  • Every time a test case is uploaded to Manager, its metadata coverage is also uploaded.

QA teams can use this information in at least two ways:

  • To report in Manager what Salesforce components they have test cases for.
  • To trigger test runs based on particular metadata component changing during the development pipeline.

Removing a Provar Manager Connection

Removing or deleting a Provar Manager connection removes all the Provar Manager associations. Right-click on Provar Manager connection to delete and the Provar Manager connection is deleted, and the context menu Upload to PM won’t be visible in Provar.

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