A Salesforce connection connects Provar Automation to the Salesforce environment, where test cases will be created and run.

A Salesforce connection generally consists of a username, Password, and Security Token. This user must also have specific permissions to allow Provar Automation to connect to your org and automatically understand your Salesforce configuration. Refer to Granting Org Permissions to Provar for more information.

Connections of other types can also be added. Refer to Database Testing Setup for more information.

Adding a Salesforce connection

Step 1: Navigate to the Connections tab of test settings and click the plus sign icon.

Step 2: Provide a Connection Name. This should generally be the role name of the user you are connecting through, e.g., AdminUser.

Step 3: Set the Connection Type to Salesforce, then choose Normal Salesforce Connection.

Step 4: Enter the Username, Password, and Security Token, and specify the Environment type. This will control the Salesforce screen used to log in.

Note: Steps 5-7 are only needed for advanced connection setup.

Step 5: If you use a custom or Mydomain URL to log into Salesforce, specify this in the Advanced Settings section’s Browser Login URL / Web base URL.

Step 6: If your organization uses single sign-on, specify this in the Sign-on Connection / Identify Service URL.

Step 7: Tick Enable S-Controls or Enable Reports if you will be testing these features. This will instruct Provar to download the relevant metadata. ServiceMax organizations will always need to tick Enable S-Controls.

Step 9: Click the Test Connection button to validate the connection details, then click the OK button.