how to test workflow in salesforce

Full Answer

How do I create a workflow rule in Salesforce?

Select a Default Workflow User that you want Salesforce to display with a workflow rule when the user that triggered the rule is not active. From Setup, enter Process Automation Settings in the Quick Find box, then select Process Automation Settings. For Default Workflow User, select a user.

What is a flow trigger in Salesforce?

With flow triggers, you can automate complex business processes—create flows to perform logic, and have events trigger the flows via workflow rules—without writing code. For example, your flow looks up and assigns the relevant entitlement for a case.

How to automate the ‘if’ statement in Salesforce?

Automate your organization’s standard process by creating a workflow rule. Remember, we are defining ‘IF’ statement criteria using Salesforce Workflow rules and When we need execute this rule. From Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules. Click New Rule.

How to do software testing in Salesforce?

Manual Testing: Manual software testing process includes the testing of Salesforce.com App by using traditional methods. QA team can use manual testing can be used to execute functional testing, happy path testing, integration testing, regression testing, and system testing.

How do I test a workflow rule in Salesforce?

The best way to test workflow rules is to create/update records as per conditions specified in the workflow. Always test for both positive and negative scenarios.

How do I check my workflow status in Salesforce?

From Setup, enter Time-Based Workflow in the Quick Find box, then select Time-Based Workflow. Click Search to view all pending actions for any active workflow rules, or set the filter criteria and click Search to view only the pending actions that match the criteria.

How can we test the workflow with time based actions?

You can check the queued time-based actions by navigating to Setup-> Monitor-> Time-Based Workflow.

How do I use Salesforce workflow?

Create a Workflow RuleSet the Criteria for Your Workflow Rule. Get started with creating a new workflow rule by selecting the object the rule relates to and configuring its criteria.Add Automated Actions to Your Workflow Rule. ... Identify Your Salesforce Org's Default Workflow User. ... Activate Your Workflow Rule.

How do I troubleshoot a workflow in Salesforce?

You can use Debug Logs to troubleshoot Workflow Rules....Click the Gear icon then Setup | Platform Tools | Environments | Logs | Debug Logs | New.On the lookup field, search for the user who is performing the action.Reproduce the action in question (create or edit a record to trigger the workflow).More items...

How do you know if a workflow is triggered?

Go to transaction SWEL and check if an event is created. If not, check in transaction SWELS if the event log is activated. - If you see an event but no workflow is triggered, proceed with step 3. - If you see an event and a workflow is triggered, but the status of the triggering shows an error, proceed with step 3.

How do I test time trigger in Salesforce workflow?

You can monitor time based action: 1. From Setup, enter Time-Based Workflow in the Quick Find box, then select Time-Based Workflow. 2. Click Search to view all pending actions for any active workflow rules, or set the filter criteria and click Search to view only the pending actions that match the criteria.

How can we test workflow with time based actions in Salesforce?

There is a way to test time based workflow. Trigger the workflow, then go to Setup|Monitoring|Time Based Workflow and see that the action has been queued (you can also see what time it's queued for).

How do I query a time based workflow in Salesforce?

Lightning ExperienceClick gear icon.Select Setup.In the 'Quick Find' box, type in Time-Based Workflow.Under Environments | Monitoring, select Time-Based Workflow.Click Search to view all pending actions for any active workflow rules.

How do you run a workflow rule?

Navigate to Your Name > Setup > App Setup > Create > Workflow & Approval > Workflow Rules. Select “New Workflow Rule” and then select the object you want the rule to apply to. We are interested in leads. Name your rule, and give it a description.

What is workflow in Salesforce with example?

Workflow lets you automate standard internal procedures and processes to save time across your org. A workflow rule is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement. For Example: If you have symptoms of Coronavirus then stay at home.

How many types of workflows are there in Salesforce?

There are two Workflow types availble. Workflow rule fires immediately when the workflow criteria is met, and the associated actions (email alert/field update etc.,) will take place immediatlely.

How to activate workflow rule?

Activate Workflow Rule. Make sure to Active a workflow Rule before start unit testing. To activate a workflow rule, click Activate on the workflow rule detail page. Click Deactivate to prevent a rule from triggering or if you want to edit the time-dependent actions and time triggers that are associated with the rule.

What is workflow rule?

A workflow rule is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement. For Example: If you have symptoms of Coronavirus then stay at home. Workflow rules can be broken into two main components. Criteria: the “if” part of the “if/then” statement.

What does "deactivated" mean in workflow?

The rule is deactivated but has pending actions in the workflow queue. Specify the number of days or hours before or after a date that’s relevant to the record, such as the date the record was created. If the workflow rule is still active and valid when this time occurs, the time trigger fires the workflow action.

What are the two parts of a workflow rule?

Workflow rules can be broken into two main components. Criteria: the “if” part of the “if/then” statement. In other words, what must be true of the record for the workflow rule to execute the associated actions. Actions: the “then” part of the “if/then” statement. In other words, what to do when the record meets the criteria.

When does a workflow rule execute a time dependent action?

Time-dependent actions are executed at a specific time, such as 10 days before a record’s close date. When that specific time passes, the workflow rule re-evaluates the record to make sure that it still meets the rule criteria. If the record does, the workflow rule executes those actions.

Can you add time dependent actions to a workflow?

Save your changes. You cannot add time-dependent actions to the rule When you select ‘created, and every time it’s edited’ option during the workflow creation, In workflow Criteria, You can use merge fields for directly related objects in workflow rule formulas. Happy Learning. Stay home and Stay Safe.

Can you delete a workflow rule?

You can’t delete a workflow rule that has pending actions in the workflow queue. Wait until pending actions are processed, or use the workflow queue to cancel the pending actions.

How is approval different from workflow?

Approval processes are different from workflow rules in that users must submit a record for approval whereas workflow rules fire when their conditions are met. Each approval process specifies the steps necessary for a record to be approved and who must approve it at each step.

What is workflow task?

Workflow tasks assign a new task to a user, role, or record owner. For example, automatically assign follow-up tasks to a support representative one week after a case is updated.

What type of record can you associate with a workflow?

The type of record you choose determines the rules that you can associate with the workflow task. Workflow tasks can only be associated with workflow rules or approval processes for the same type of record: contact, account, lead, and so on. If you assign a workflow task to an opportunity team role containing more than one person, ...

How to configure workflow rules?

To configure a workflow rule with scheduled actions, add time triggers and associate actions with them. The associated actions are time-dependent, executing according to the time trigger when a record matches the workflow rule criteria. You can add time triggers to a workflow rule if all of the following are true:

What is flow trigger?

A flow trigger is a workflow action that launches a flow. With flow triggers, you can automate complex business processes—create flows to perform logic, and have events trigger the flows via workflow rules—without writing code. For example, your flow looks up and assigns the relevant entitlement for a case.

How to replace a field with a blank value?

To replace a field’s value with a blank value, make sure the field is not required. Before deleting a field update, check if any workflow rules or approval processes use it.

Can you use flow triggers in workflow?

Flow triggers are available only for workflow rules. You can’t use them as actions elsewhere, for example, in approval processes. Flow triggers are available on most—but not all—objects that are supported by workflow rules. Only active, autolaunched flows can be launched by flow triggers.

What are the roles and responsibilities of Salesforce testers?

Important roles and responsibilities of Salesforce testers are: Should be able to conduct Smoke Testing to make sure all the major functionalities are functioning as per requirement. Create both positive and negative Test Scenarios. Able to perform equivalence Partitioning and Boundary Value Analysis.

Why are Salesforce clients nervous?

Clients are always nervous about Salesforce testing because they many not know how to conduct it properly. As a result, they have a myth which is very much distinct from reality.

What is Salesforce CRM?

What is Salesforce? Salesforce is the world's first cloud-based CRM system. It was founded by Marc Benioff and Parker Harris in March 1999. The purpose of developing this CRM platform is to help users affordably and easily - sell, service, market, analyze and connect with their clients.

What is unit testing in Apex?

Unit testing process is conducted by Apex developers. It involves writing clauses in their code which automatically tests its coverage. It helps you to evaluates how many records of data are effected, so that the code would successfully run on in that environment.

What is manual testing?

Manual software testing process includes the testing of Salesforce.com App by using traditional methods. QA team can use manual testing can be used to execute functional testing, happy path testing, integration testing, regression testing, and system testing.

Is automated testing in Salesforce a challenge?

Performing automated functional testing in SalesForce is a challenging task as most of the test web pages are dynamic. Therefore, the tester needs to build robust automation framework to which should be useful not only today but also in the future.

Is Salesforce testing easy?

Salesforce testing is not an easy process. There are many challenges that were faced during the process by the tester. Some of them are: It's not an easy task to test advanced features like Visualforce, Salesforce or Service Cloud Console. You need to recreate all your classic tests for the Lightning UI.