Introduction to Triggers in Salesforce

Introduction to Triggers in Salesforce

If you are looking to build a powerful web or mobile application then Apex, Salesforce’s proprietary platform language, would be an ideal solution. 

Salesforce, one of the powerful and flexible CRM solution providers, offers the most powerful Force.com programming language known as Apex to help you create powerful business applications.

Apex in Salesforce

Apex is an object-oriented programming language that allows developers to execute flow and transaction control statements on Salesforce.com.

Apex Trigger in Salesforce is an Apex code that gets executed whenever a specific DML operation is performed on an Object record. It enables developers to programmatically check for duplicate records, update fields across objects, automate the creation of new records based on criteria, etc.

A trigger is an Apex script that executes before or after specific data manipulation language (DML) events occur, such as before object records are inserted into the database, or after records have been deleted.

A trigger is an Apex code that executes before or after the following types of operations like insert, update, and delete.

Two Types of Triggers

  • Before Triggers-Before triggers are used to execute a task before a record is inserted or updated or deleted. These triggers are used to update or validate record values before they are saved to the Salesforce database.
  • After Triggers-They are used to access values of the record that are stored in the database and use this value to make changes with other records. They get executed after the record is saved to the Salesforce database.

Bulky Trigger

By default, all triggers in Salesforce are bulky triggers. Bulky triggers define that you can process multiple records at a time. Bulky triggers can handle bulk operations and single-record updates such as:

  • Importing data
  • Mass actions
  • Bulk API calls
  • Recursive Apex methods and triggers call bulk DML statements

Trigger Context Variables in Salesforce

isExecuting: Returns true, if the current apex code is triggered. 

isBefore: Returns true if the code inside trigger context is executed before the record is saved.

isAfter:  Returns true if the code inside trigger context is executed after the record is saved.

isInsert: Returns true if the code inside trigger context is executed due to an insert operation.

isUpdate: Returns true if the code inside trigger context is executed due to an update operation.

isDelete: Returns true if the code inside trigger context is executed due to delete operation.

isUnDelete: Returns true if the code inside trigger context is executed due to undelete operation, i.e., when we recovered data from the recycle bin.

new: Returns the new version of the object records. If inserted/updated 10 records, trigger.new will contain 10 records.

newMap: Returns a map of a new version of sObject that contains an ID’s as a key and the old versions of the sObject records as value. This map is only available in before update, after insert, and after update triggers.

old: Returns the old version of the object records.

oldMap: Returns a map of the old version of the sObject that contains an IDs as a key and the new versions of the sObject records as value. This map is available for the only update and delete triggers.

size: Returns the size of the manipulated record. It will return one if you insert one record. It will return the size of the record you are inserting, updating, deleting, or undeleting.

Factors to consider when implementing Salesforce Triggers

Merge triggers are fired on both (insert and update) events on delete operation.

  • Upset triggers are fired on four different events such as before (insert and update) and after (insert and update).
  • Field history is updated after the trigger has successfully executed data and information processing.
  • A trigger cannot have a static keyword within its code.
  • Any callout should be asynchronous so that the trigger does not have to wait for the response.
  • If a trigger executes successfully then the changes are committed to the database and if it fails, the transaction is rolled back.

Syntax of Salesforce Trigger 

trigger triggerName on ObjectName (trigger_events) {

    //code_block

} trigger TestTrigger on Case (Before Insert,After Insert,Before Update ,After Update ,Before Delete ,After Delete,After Undelete) {

  //Code Block

 }

  1. Apex trigger always begins with a keyword trigger.
  2. Enter a Trigger name.
  3. Enter the condition.
  4. To execute trigger on a case like before insert, after insert, before the update, after the update, before delete, after delete, after undelete, you must specify the trigger event.

Conclusion

Salesforce Trigger is an Apex code that gets executed before or after inserting or modifying a record based on the specified condition. 

Triggers in Salesforce can be defined as the programmatic event handlers that get executed when a record is saved. They get executed when a DML operation occurs on a sObject record. Salesforce Triggers can handle Database manipulation language (DML) operations, execute Salesforce Object Query Language (SOQL), and call custom Apex methods. 

If you are looking to explore more about Salesforce triggers, feel free to reach out to certified Salesforce experts and specialists at Cloud Analogy, the world’s leading Salesforce Consulting Partner. Cloud Analogy offers a wide range of cost-effective Salesforce consulting services in UK including admin support, development, data migration, customization, and more. Choose the world’s leading Salesforce Consulting Company now!

Everything you need to know about Salesforce Data Loader

Everything you need to know about Salesforce Data Loader

Currently, Salesforce is the world’s leading CRM provider used for automating workflow processes and streamlining business operations. It provides a wide range of tools and functionalities to help us provide excellent customer service. To maximize the value of your Salesforce investment, you must use innovative tools of the CRM to update, migrate, and export data from Salesforce efficiently. One such robust and convenient tool in Salesforce is Data Loader.

What is Salesforce Data Loader?

In today’s digital age, proper analysis of data is crucial for making faster, better, and data-driven decisions. Effective data management is vital for organizations to analyze data, remove duplicate and inaccurate information, and maintain reliable data.

Data Loader is one of the most powerful tools that is used to quickly and securely import, export, and delete unlimited amounts of data within the Salesforce Org. This tool is generally available in both the Salesforce Classic and Salesforce Lightning Experience versions.

Data Loader tool ensures a smooth and efficient integration of new data into Salesforce as well as provides effective ways to reduce data redundancy. Users can use Data Loader in two different ways. They can either install the data loader in a Mac/Windows environment by using the user interface or by using a Windows command line to specify data files. 

Now let’s discuss what Salesforce developers and admins should need to know to make the most out of Salesforce Data Loader within their organization.

Features of Salesforce Data Loader

Insert: Provides the user the ability to insert data into Salesforce.

Update: Allow the users to make changes to existing records within Salesforce.

Delete: Deleting records from the system that aren’t required anymore.

Export: Enable the users to export information from the Salesforce in the CSV format.

Hard Delete: The delete option stores deleted data in the Recycle Bin for a limited period while Hard Delete will remove it completely.

Advantages of Salesforce Data Loader

The most exciting feature of Salesforce Data Loader is that users can load up to 5 million records at a time. Users can use the Data loader to prevent the creation of duplicate records according to the account name, contact email address, or other information in your Salesforce. Due to its seamless integration with the Salesforce platform, the Data loader allows the team members – from developers to admins – regardless of their expertise and specialization, to seamlessly work with the data loader.

The comprehensive data loader tool provided by Salesforce is designed for a large volume of records ranging from 50,000 to 5,000,000. It also provides users with the ability to save field mappings for further use instead of choosing the fields for mapping each time. In case, the user needs to load less than 50,000 records, the user can utilize Salesforce Import Wizard alternatively.

Ways to Use Salesforce Data Loader for Data Management

Intelligent Data Mapping  – Keyboard shortcuts and various filters are available to gain clear data visibility and targeted analysis. It is the process of mapping the user IDs accurately to ensure that the record ownership is set up correctly in the new system.

Import and export directly from multiple repositories – Exporting and importing are fast and easy with the Salesforce Data Loader as team members can import and export directly from SFTP, DropBox, FTP, and Box.

Windows/ MAC Support – Salesforce Data Loader offers support for Windows and Mac computers that means that if a company switches over from Windows to Mac computers or vice versa, then they don’t have to worry about not having support for Data Loader. 

Effective task scheduling – Effective scheduling is ensuring that you identify your most important task for each day and then you get those tasks completed. You should also identify the next couple of tasks in order of importance. By effective task scheduling, the users can also choose the task to be done on an hourly, daily, weekly, or monthly basis. 

Detailed error and success Logs – Salesforce Data Loader keeps detailed logs of all errors regarding importing and exporting of records, as well as other functions. It also keeps detailed logs of all the successful executed commands and all errors regarding importing and exporting of records, as well as other functions.

This makes it easier for those studying the logs to compare the rate of successful commands to the rate of unsuccessful commands.

Considerations for Using Salesforce Data Loader

  • Data Loader is supported for loading data up to 5 million records.
  • The user needs to load into an object or custom object that is not yet supported by the import wizards.
  • The user wants to schedule regular data loads like nightly imports.
  • The user wants to export the data for backup purposes.

Conclusion

Salesforce Data Loader makes data management easier and more efficient by importing and exporting large amounts of records in Salesforce.com. While importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or via database connection. In the case of exporting data, it generates files in the CSV format. From powerful data mapping tools to seamlessly integrate new data into the system,  Salesforce Data Loader has got all the bases covered. 

If you have any questions about the Salesforce Data Loader, feel free to contact the certified Salesforce experts from Cloud Analogy today.

React Native vs. Flutter – Which is right for Your Cross-Platform App Development?

React Native vs. Flutter – Which is right for Your Cross-Platform App Development?

With the growing popularity of mobile applications, almost every business requires out-of-the-box mobile applications to stay competitive in the market. Therefore, businesses have started embracing cross-platform solutions instead of native solutions to craft iOS and Android applications faster, utilizing a single language.

You might have heard a lot of buzz about two cross-platform mobile frameworks — React Native and Flutter. 

React Native by Facebook and Flutter by Google are the two popular cross-platform app development technologies that are being used to build thousands of mobile apps today.

Both React Native and Flutter are currently very popular among developers who want to create high-quality and robust native applications for the Android and iOS operating systems, without spending much time and effort. 

Which one to choose-React Native or Flutter? 

This is a constant question that developers often try to solve. So let us help you make understand the differences between the two and also explore which works best for your project.

React Native vs. Flutter

User Interface

When it comes to application user interface and component creation, there is a huge difference between React Native and Flutter.

React Native makes the use of native user interface (UI) components that allow you to build your UI with isolated components or libraries. You can access a wide range of libraries that are updated on a regular basis. 

Flutter uses proprietary gadgets. They are similar to components and are easy to learn if you have some experience with the React or Angular components. 

Flutter offers you a larger set of user interfaces that could be what would make you choose it over React Native. 

Development Time

React native has remained one of the most trusted frameworks for developing the next generation of mobile applications. Because of its efficiency, it is highly preferred by the developers as it requires less time for project development.

Flutter development takes more time than React Native. The ready-to-use components of React Native speed up the development process, expanding the scope of mobile application development. 

Performance

Flutter vs. React native performance mapping is the best way to determine which framework is ideal for mobile application development. The reason why Flutter vs React Native stands out from another framework is due to the Dart (class-based, object-oriented language, and client-optimized programming language for fast apps on multiple platforms) framework. In addition, the JavaScript layers assist them to connect with native components easily.

Alternatively, React Native has a larger fan base and community. However, developers are aware of the problems they face when creating hybrid applications. However, native applications adapt well to these requirements. Under this framework, developers will not have any problems while developing applications in their native environment.

Developers sometimes experience problems using the React Native hybrid application architecture. While Flutter makes it easy for developers to reuse existing code, the C ++ engine works perfectly and supports language, which is why Flutter wins the battle hands down here!

Reusable Code

Both React Native and Flutter support reusable code that means developers can write the code once and use it on any other platform. This is what makes them a cross-platform framework. However, it is understandable that not all code can be easily transferred from one platform to another. Parts of the code can be reused and other parts need to be rewritten in a personalized way to fit the platform.

Flutter allows developers to easily rewrite pieces of code that need to be fixed to fit on the platform, making code reuse more effectively and precisely. This makes Flutter very useful for reusing code, making it a faster and more efficient framework.

React Native also allows code reuse, but with limitations. Only a few major components can be reused across platforms, while the rest must be written separately for each platform. Element styling and many other finer nuances must be adjusted manually which makes the process a little slower and tedious.

So, Flutter wins here again.

Documentation & Toolkit

Processing documentation is very complicated and time-consuming. However, Flutter is really very good at making documentation, simplifies the lives of mobile application developers, and allows them to use while documenting their applications. Therefore, Flutter is the best choice than its other competing frameworks in terms of documentation and tools.

The documentation process with React Native is not so managed and organized. In addition, the framework removes components that are useful to make the operation smooth. Therefore, it is clear that the tools bring strong competition between the two frameworks. Flutter has extensive IDEs and tools with React Native support. Visual Studio and Android Studio code compatibility improve the framework. Hence, Flutter is an appropriate winner here.

Final Wrap

As you might have noticed, React Native and Flutter have established themselves as effective and mature cross-platform frameworks. You can choose one of them and make a powerful application that works seamlessly on all major platforms. 

What’s important is what you’re compatible with. If you have experience with React or JavaScript, you will find that React Native is easy to learn. But if you are new, Flutter is a newer and clearer framework that would be worth a try.

Do you want to develop applications faster? Confused between React Native and Flutter for your application development project? Contact us and our Certified mobile application developers will help you create the perfect application for your business.

Differences between Salesforce Import Wizard and Data Loader

Differences between Salesforce Import Wizard and Data Loader

Today, Salesforce is a top-rated and most popular CRM used for transforming businesses across the globe. It provides a number of tools and functionalities to help us deliver the best and personalized service to the customers. In order to use Salesforce, one must know how to update, migrate and export data from Salesforce efficiently. There are a number of tools that Salesforce Administrations and developers can use to import data within Salesforce. These tools are available in both Salesforce Classic and Salesforce Lightning editions.

Import tools

Salesforce offers two main tools for importing external data into Salesforce.

Data Import Wizard – Salesforce provides an in-built Data Import wizard that is accessible through the Setup menu and can help you to import accounts, campaign members, person accounts, leads, custom objects, and contacts. This wizard is a step-by-step process that can take data to your desired location and displays error messages to change the potential duplicates of records.

It provides an easy interface and self-explanatory wizard to load the data into Salesforce. You can perform import operation from this wizard but delete and insert operations cannot be performed through this wizard. Data import wizard doesn’t allow to load the duplicate records and all fields can be individually mapped by this wizard within Salesforce.

Data Loader – Data Loader is the most efficient tool that is used to move data rapidly into the platform. The tool provided by Salesforce helps perform insert, update and delete operations on Salesforce records. It enables you to interact with your data within Salesforce across all objects. 

Data loader can help in various ways such as:

  • Inserting data from one system to another upon the initial implementation of Salesforce
  • Updating bulk records with new data
  • Deleting bulk records that aren’t required anymore
  • Exporting data to other systems 
  • Create a backup of previous data

In the process of data importing, Data loader reads, extracts, and loads data from Comma separated value (CSV) files or from database connections. While in the process of data exporting, the output is CSV files.

We can use Data loader in these two ways:

  1. Command line
  2. User Interface

Features of the Data Loader

  • Easy-to-use tool to offer a great interaction with data.
  • Command line interface for performing automated operations.
  • Support and manage the excess amount of data.
  • Drag-and-drop functionality is used for mapping fields.
  • It can be used to streamline data in both Salesforce and Database.com.
  • Error log files in CSV format.

Key Differences between Data Import Wizard and Data Loader 

Data Import WizardData Loader
For simple imports of dataFor complex imports of data
It can load up to 50,000 records.It can load up to 5,00,000 records.
It supports all the custom objects and only a few standard objects like Account, Contact, Campaign members, person accounts, Leads, and Solution.It supports all custom and standard objects.
It supports schedule export.It doesn’t support scheduled export.
Delete operation is not available. Delete operation is available.
Cannot import cases and opportunity.Can import cases, events, tasks, and opportunities
While importing, duplicates can be ignored.While importing, duplicates cannot be ignored.
It doesn’t require installation.It requires installation.

Things to follow before importing Salesforce Data

  • Use existing software for exporting a file.
  • Clean up the import file for data consistency and accuracy in order to update data to highlight the duplicates, remove unnecessary information, correct spelling and resolving errors.
  • Compare your data fields with Salesforce fields for importing data into it and verify that it can be mapped into suitable Salesforce fields. 
  • Perform any configuration changes if required in Salesforce to manage the imported data. Changes you might need to perform are:  create new custom fields, add new value to picklists, or deactivate workflow rules temporarily.

Steps to import Data using Data Import Wizard

Step 1: Login into Salesforce.

Step 2: From Setup, enter “Data Import Wizard” in the Quick Find box, then select Data Import Wizard.

Step 3: Click on the Launch Wizard button.

Step 4: Select the type of data that you like to import. Click on Standard Objects tab to import accounts, contacts, leads or Click on Custom Objects to import custom objects.

Step 5: Choose the operation you need to perform- To add new records to Salesforce, update existing records, or add new records and update existing ones. 

Step 6: Select the data file you want to import data

Step 7: Click Next. A page appears where you can map the data fields in the CSV file to Salesforce data fields.

Step 8: Click Map to the left of each un-mapped field.

Step 9: Choose the Salesforce fields you want to map to and click Map.

Step 10: To change the mappings, click Change to the left of the mapped field, then select the Salesforce fields you want to map to and click Map.

Step 11: Click Next.

Note: Check your imported information. If any un-mapped fields are still remaining that you want to import, you can click Previous to return to the previous page and specify your mappings.

Step 12: Click Start Import.

Note: You can see the status of your import- From Setup, enter “Bulk Data Load Jobs” in the Quick Find box, then select Bulk Data Load Jobs.

Insert, delete and update operations by Salesforce Data Loader

Log in to your salesforce

Go to setup-> Data management ->data loader

Download Data Loader in your machine.

To log in to the data loader choose any operation and log in by providing credentials. If you are log in to Production you need to provide “Password+security token” in the password field.

The main operations you can carry out with the Data Loader

Insert – Insert new records into Salesforce

Update – Make changes to existing records within Salesforce

Upsert – Updates a record if it already exists, or inserts a new record

Delete – Deletes records from the system

Hard Delete – Delete option stores information in the Recycle Bin for a limited period, Hard Delete will remove permanently

Export – Export information from the system into a CSV format

For Inserting records

Step 1: Click on the insert button and login with your credentials and provide “your org password + security token”.

Step 2: Click on NEXT 

Select the object you want to insert the records and choose the .csv file you want to upload.

Note: Data loader allow only .csv files.

Step 3: Map the fields using drag and drop features.

Step 4: Click on ok or save the mapping

Step 5: Click on NEXT and then click on Finish. 

After inserting the records it will display error files and success files.

For updating records

Step 1: Click on the update option and log in.

Step 2: Select the CSV file contains updated records with IDs and select the object and complete the operation.

For Exporting the data

Step 1: Click on the export button and login with your credentials.

Step 2: Select the object you want to export data and specify the folder where you want to save the exported file.

Step 3: Finish the operation.

For deleting the data

Step 1: Click on the delete button and login with your org credentials.

Step 2: Select the object you want to remove the data. And select the CSV files with record IDs you want to remove.

Step 3: Map the ID field and then complete the operation.

For Hard Delete

Hard delete means deleting the data permanently from the Org. That means data will not be stored in recycle bin. 

To enable this button you need to enable bulk API. To enable the bulk API button 

Go to data loader settings and then enable the bulk API checkbox.

After using Data Loader, a window will appear that will show the results about how many new records created, updated or deleted, depending on what operations you want to perform.

About Us

Cloud Analogy, a Salesforce development company, and a Salesforce consulting partner offers a wide variety of integration and development services to the end users as well as to the clients worldwide (India, UK, USA, and Australia). We offer high-quality and customized Consultation, Configuration, Implementation and support services using the latest tools and technologies. 

Feel free to contact us at www.cloudnalaogy.com

Introduction to Constructor in Apex Programming

Introduction to Constructor in Apex Programming

Apex is a strongly typed, object-oriented programming language that is designed to handle large amounts of data. Constructor in Apex Programming is a code that is called when an object is created from the class. 

Properties of Constructor 

  • Method name should be the same as the Class name.
  • Access specifiers should be defined as public.
  • This method is called automatically when the objects are created.

Constructor Definition Syntax

public class New

{

   \\ the no argument Constructor

    public New()

     {

       \\code

     }

}

Types of Constructor

  • Default Constructor/Non-parameterized Constructor.
  • Copy Constructor 
  • Parameterized Constructor.

Default Constructor

The default constructor doesn’t contain any parameters. It is used to initialize every object with the same data.

If an Apex Class does not have any constructor, then Apex Compiler creates a dummy constructor with the name similar to the class name when an object is created for the class.

For example:

public class Test

 {

 }

 Test t = new Test();

Parameterized Constructor

A parameterized constructor contains one or more parameters(the list of arguments). It is used to initialize each object with different data.

Copy Constructor

The copy constructor is a constructor that creates an object by initializing it with an object of the same class that has been created previously. 

Uses of copy constructor:

  • Initialize one object from another of the same type.
  • Copy an object to pass it as an argument to a function.
  • Copy an object to return it from a function.

Constructor Chaining

Constructor Chaining is the process of calling one constructor from another constructor within the same class. 

The main advantage of Constructor Chaining is that you can pass parameters with a bunch of different constructors, but the initialization should be done at a single location. This enables you to maintain your initialization from a single location while providing multiple constructors to the user.

Constructor Chaining can be done in two ways:

  • Within the same class: It can be done using this() keyword for constructors in the same class.
  • From base class: Using super() keyword to call a constructor from the base class.

Constructor Overloading

Constructor Overloading is a concept of having more than one constructor with different parameters list, in such a way so that each constructor performs a different task.

Syntax:

class class-name

{

Access Specifier:

Member-Variables

Member-Functions

public:

class-name()

{

// Constructor code 

}

class-name(variables)

{

// Constructor code 

}

other Variables & Functions

}

Conclusion

A constructor in Apex programming is a special method that is used to create and initialize an object within a class.

If you want to know more about how to get started with Constructor, contact our Salesforce Certified developers now.
At Cloud Analogy, our certified developers will assist you to get the advantage of different types of constructors and will help you understand the coding basics of Apex programming.

Automating Salesforce CPQ Testing

Automating Salesforce CPQ Testing

Salesforce CPQ(Configure-Price-Quote) solution from Salesforce is based on the Lightning experience. It has some of the elements that account for a challenge – that of standard automation methods, of the likes of using Selenium. 

CPQ is native for Sales Cloud or Service Cloud orgs. We need to come down to the brass stacks of “Why automate Salesforce CPQ testing?”. 

Why automate Salesforce CPQ testing? 

As we all know that Salesforce comes up with three automatic upgrades in a year and the same applies for CPQ too. So, it is quite a difficult proposition for the testers to test the CPQ features manually. It becomes a tedious and uphill task for the testing team. 

Moreover, the CPQ is a complex product and it is indeed a time-consuming task for the testing team. So, here is where enters the automated tests. They serve the best way to achieve predictable and repeatable assessments of the quality of the custom code, in question. If you need to know “How helpful are the automated tests?”.

Then without any hesitation, we must state that the automated tests quicken the process of getting feedback. This feedback is on the quality of the custom code. 

We would also like to highlight some of the challenges of Salesforce CPQ. Let us discuss some of these challenges.

Salesforce CPQ Field locators

It is difficult to handle Salesforce CPQ testing, while used with the traditional automation methods of the likes of Selenium. The Salesforce CPQ pages are said to make heavy use of shadow DOM. This is made accessible with CSS  locators – not with Xpaths or even Field IDs. However, the CSS locators are unable to match with texts. So, it becomes difficult to locate shadow DOM elements. 

Salesforce CPQ tabs and tables

The Salesforce CPQ pages have yet another issue. This pertains to the internal tab, controlling the fields and tables, visible under the tab. Since it requires an awareness of “active tabs”, it is difficult to control by Selenium. 

The right fields are not to be found, on selecting the wrong tab. This leads to test failures. 

Quote Line Editor Drawers

The Quote Line Editor Drawers can be used in quote line editors. This allows to better handle a large fieldset. The fields which are placed in the collapsible drawer below the line item can be accessible by clicking on the arrow, appearing at the end of the quote line. The arrow must be at the end of expanding settings, for accessing the fields below. Otherwise, it becomes difficult to handle this situation.

In this post, we will provide insights on the different types of automated tests for Salesforce CPQ and will throw some light on the guidelines for writing automated tests. 

What are the Different Types of Automated Tests for Salesforce CPQ?

The various types of automated tests for Salesforce CPQ are:

  • Apex Tests
  • CPQ API Tests 
  • Selenium Webdriver UI Tests
  • Lighting Component Tests

Apex Tests

Apex tests run automatically, before and after the upgrades. There are many ways by means of which Apex tests can be used in Salesforce CPQ. Some of the examples to cite are – ordering, contracting, amending and renewal flows. In addition to this, it covers any functionality related to subjects. However, CRUD, UI and REST services are out of the scope of Apex.

Here is a code snippet on a sample Apex test. 

CPQ API Tests 

The API helps to test the REST-based services on Heroku. The CPQ API tests are useful to test:

  • Quote Calculator Plugins
  • Quote Calculate Functionality
  • Document Generation

Here is a code snippet on a sample Apex test. 

Webdriver UI Tests with Selenium 

Browser actions can be automated by writing tests with the Selenium framework. However, Selenium tests are only to be recommended for the complex workflows, because these are expensive to run or maintain. 

These tests can be specifically recommended for client-side features and end-to-end workflow. The tests also get modified with changes in UI. 

Finally, the Page Object patterns encapsulate the locators and operations – all in a single class. This is used to reduce maintenance costs and enhance readability.

Here is a code snippet on Selenium Webdriver for the CPQ QuoteLineEditor.

Lighting Component Tests

In the case of Lightning components, Lightning Testing Services(LTS) can be used to create test suites for the LIghtning components. This uses standard Javascript frameworks such as Jasmine and Mocha. The built-in features of LTS are extremely beneficial to write these tests. 

Salesforce CPQ is built on the Lightning platform and seamlessly integrates with many of the Sales Cloud features. The automation strategy evolved must behave layers to map the layers in the CPQ. Here are some of the best practices on writing automated tests.

Best Practices on Writing the Automated Tests 

Test at the Right Layer

The tests must be written at the right layer. A CPQ REST API test is written, if you need to write a test on a calculation. Otherwise, simply write a component test for a custom UI component. 

Carry Out Mutually Exclusive Tests

The tests must set up the applications specific to the needs and has to be cleaned up, once completed. The test results produced must be the same – irrespective of the size of the test- a small or a large set of suites. However, the set up is varied, when it is complex or cost-prohibitive for automation. 

Follow Single Level of Abstraction Policy(SLAP)

The test case must have the ability to do everything that is required,  whatever it might be – data set up, helper methods and utility.  

Limit to a Few Assertions

A test has only one thing to evaluate, so assertions must be limited to one or more only. When running tests that are expensive, it is important to remember that tests need to be split and a threshold used for the same purpose. Usually, three assertions is a good threshold. This is more so for a Black Box. 

Summary 

Salesforce comes up with three upgrades in a year, so the testers find it an uphill task to manually test the features of CPQ. Since CPQ is a complex product, so the testers will find it time-consuming. The automated tests quicken the process of providing feedback on the quality of the custom code, written for the purpose. There are various types of automated tests for Salesforce CPQ and testers need to adhere to some of the best practices on testing the Salesforce CPQ.

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