Automation V3: Assert Salesforce Layout
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Once you have extracted a page layout using the Extract Salesforce Layout test step, you may want to check some of its information using the Assert Salesforce Layout test step. This will compare a local Excel Workbook, created using the Salesforce Extract Layout test step, with a live page layout in a Salesforce org. Like the Extract Layout test step, the Assert Layout test step will use a Connection to extract layout and field information based on the Connection user’s permissions.
Note that the format of the spreadsheets must be an exact match for the test step to work effectively. This is why generating the local Excel Workbook is sensible using an Extract Salesforce Layout test step.
To use this test step, locate the Assert Salesforce Layout test step in the Test Palette and drag it into your Test Case.
Complete the parameters as follows:
Salesforce Object Section
- Connection Name: The Salesforce Connection relating to the Salesforce org from which you want to use to extract the live page layout information and the user details you want to use to do it
- Object Name: The Salesforce object whose fields and page layout need to be extracted. Refer to the Org Browser for the exact name of the object.
- Record Page Layout: If checked, this feature will fetch the Record Layout information for the record types.
- Dynamic Form Layout: If checked, this feature will fetch the only record types that has dynamic forms enabled for that profile and application.
- Expected Layout File: The file format used by your local Layout file (default is Excel Workbook)
- File: The actual file name of the local destination of the Excel Workbook created by an earlier Extract Salesforce Layout API step to use for assertion
Options Section
- Include Field Permissions, Include Permission Set, and Permission Set Groups: Tick these boxes to match the Extract Salesforce Layout test step.
Unmatched Item Rules Section
- Spreadsheet Record Type: When checked, report record types that are present in the Spreadsheet but not in the live Object.
- Spreadsheet Fields: When checked, report record fields that are present in the Spreadsheet, but not in the live Object.
- Object Record Types: When checked, report record types that are present in the live Object but not in the Salesforce.
- Object Fields: When checked, report record fields that are present in the live Object, but not in the Spreadsheet.
Example
Results
The Test Step will pass if the contents of the local Workbook match with the live page layout information relating to the Connection and Object selected. If there are discrepancies, these will appear in the Executions and Test Run Report. Note that all discrepancies will be included along with expected and actual values.
In Executions
In the Test Run Report
