Testing if your Salesforce org is behaving as you expect it to is a traditionally manual task. You can automate UI tests with Gearset's automating testing!
Follow these steps, as a tutorial, to create your first Gearset UI test by recording a simple flow in Salesforce (like creating a new Account) and adding an assertion (the things we are testing for).
Create a new test
In Gearset, open UI Testing from the main menu.
Click New test.
Connect to your Salesforce org
Ensure that you have a Salesforce org in your settings page. As a pre-requisite, connect to an org without production data.
Select the Salesforce org you want to test (for example, a Dev Sandbox).
Click Connect.
You’ll see a pop-up about AI usage:
Tick the checkbox to confirm the org contains no production data
Click Confirm
You’ll be connected without entering a username or password.
Get familiar with the test builder
Once connected, there are two parts to the screen:
Right-hand side: a live browser view of your Salesforce org
Left-hand side: the test builder wizard (your recorded steps will appear here)
You can disconnect or reconnect at any time, or connect to a different org.
Choose your test user (optional)
If you have permission to switch users:
Click Edit in the User section
Pick a specific User or Profile
Click Save
Click Next
Otherwise, continue with the default connected user.
Record your first test
You can choose to record using the recorder by interacting with the live browser view, or using our Gearset Agent to instruct how to test. We recommend using a recorder.
Choose Record screen
Click Start
Create the test of adding a new Account. In the live Salesforce browser:
Click the App Launcher (top-left)
Search for Accounts by typing it in
Click Accounts in the dialog
Click New
Fill in the required fields to ensure no validation errors appear (example: Account Name =
Test Account)Click Save
Note that Gearset will automatically add each action as a step in your test.
Click Stop (top-right) to stop recording
Add an assertion
An assertion is a way to tell your test: “This must be true; if not, fail the test.”
The assertion will check whether the system’s actual behaviour matches the expected result. In this case we want to verify that the Account was actually created.
Click Add assertion underneath your recorded steps
In the prompt box, enter something like "Assert that “Test Account” has been created"
Click Run
Gearset will generate a new assertion step (for example, checking that the account name is visible on screen). If it succeeds, you’ll see a tick next to the step.
Run the test from start
Now that you created the test, you can rerun it to see if it works from beginning to end.
Click Run from start to replay the full test end-to-end
You’ll see:
Tick if the step passed or assertion pass
Cross is the step failed or assertion failed
Save your test
Once it runs successfully:
Click Save
That’s your first UI test!
What is next:
You can run the test in the Tests list
Coming Soon: you will be able to add to a test job, then see it in your pipeline.