Automation V3: Extract Salesforce Layout
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This test step extracts all fields and the master Page Layout details of a target Salesforce object into an Excel sheet.
This test step is helpful when you want to extract or check over an entire Salesforce page layout. It is typically used with the Assert Salesforce Layout test step, which compares an extracted page layout from one Salesforce org to a current page layout. This is useful for comparing page layouts between sandboxes (for example) or checking that no changes have occurred in an existing org.
The test data can also be used to test field permissions of the logged-in user of a given Salesforce connection.
To use this test data, locate the Extract 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 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 have dynamic forms enabled for that profile and application.
Options Section
- Include Field Permissions: If checked, add a list of access permissions to each and every field on that object for all profiles in that SF org.
- Include Permission Set: If checked, add a list of field details relating to profile and permission sets.
- Include Permission Set Group: If checked, add a list of field details relating to profile and permission set groups.
General Parameters Section
- Result File: The file format in which to save the information (default is Excel Workbook)
- File: Choose the destination Excel Workbook on your local machine. An Excel named ‘Workbook’ will be created in your Test Project Folder by default.
- Worksheet: Leave this info blank. A new sheet named the Object will be added with the field information. Additionally, a sheet named Master will be added containing the page layout information for that object.
Example
The screenshot above shows the use of an Extract Salesforce Layout test data to extract the Page Layout and field details of the Account object from a connected Salesforce Org identified as DemoOrg.
Page Layout Details
Field Details
