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SFDC general actions denote those actions for which objects are not needed for execution.

SFDC objects do not support the following features:

  • Polling Interval and Time Out on object level

  • Wait actions

...

SFDC.ClickButton

This action switches to another clicks the specified button.

Input Parameters:

Parameter Name

Parameter Description

Mandatory

Data Type

buttonName

Enter the button name you want to click.

Yes

String

Example:

SFDC.ClickButton "Edit"

SFDC.ClickEditIcon

This action clicks the edit/pencil icon button. The labelName parameter for this action is the Title attribute value excluding the Edit word.

Example:

SFDC.ClickEditIcon "List"

SFDC.ClickTab

This action clicks the specified tab.

Input Parameters:

Parameter Name

Parameter Description

Mandatory

Data Type

tabName

Enter the tab name

to which

you want to

switch

click.

Yes

String

Example:

SwitchToTab ClickTab       "Accounts Check"

...

SFDC.CreateNewEntity

This action switches to another Salesforce appclicks the New button to create new entity/record such as Leads, Contacts, Opportunity, and so on.

Input Parameters:

Parameter Name

Parameter Description

Mandatory

Data Type

appName

tabName

Enter the

app

tab name

to which

you want to

switch

click based on the label name.

Yes

String

Example:

SwitchApp CreateNewEntity       "SalesAccounts Check"

SFDC.Logout

This action allows you to log out from the SFDC application.

This action does not contain any parameters.

Example:

SFDC.Logout

SFDC.ScrollEntireTable

This action scrolls the table.

Example:

SFDC.ScrollEntireTable

Note: If you apply this action on a infinitely-loading table, then action will also perform infinite loading. As a result, the execution will get into a infinite loop.

SFDC.SelectTabs

This action selects a specified tab.

Input Parameters:

Parameter Name

Parameter Description

Mandatory

Data Type

tabName

Enter the tab names you want to select.

Yes

String

Example:

SelectTabs       "Accounts Check"

SFDC.SortColumnData

This action sorts the column data.

Input Parameters:

Parameter Name

Parameter Description

Mandatory

Data Type

columnName

Enter the column name you want to sort.

Yes

String

sortOrder

Specify the sorting order, i.e., Ascending or Descending.

Yes

String

Example:

SFDC.SortColumnData "CloseDate"

SFDC.SwitchView

This action switches to a specified view.

Input Parameters:

Parameter Name

Parameter Description

Mandatory

Data Type

viewName

Enter the respective SFDC view to which you want to switch. The values are lightning and classic.

Yes

String

Example:

SFDC.SwitchView "Classic"

SFDC.SwitchUser

This action switches to a specified user.

Input Parameters:

Parameter Name

Parameter Description

Mandatory

Data Type

userName

Enter the username of the user to which you want to switch.

Yes

String

Example:

SFDC.SwitchUser "John"

SFDC.SwitchToTab

This action switches to a user-specified tab.

Input Parameters:

Parameter Name

Parameter Description

Mandatory

Data Type

tabName

Enter the tab name to which you want to switch.

Yes

String

Example:

SwitchToTab       "Accounts Check"

SFDC.SwitchApp

This action switches to a user-specified app.

Input Parameters:

Parameter Name

Parameter Description

Mandatory

Data Type

appName

Enter the app name to which you want to switch.

Yes

String

Example:

SwitchApp       "Sales"

SFDC.WaitForLabel

This action waits for the label to be visible.

Input Parameters:

Parameter Name

Parameter Description

Mandatory

Data Type

labelName

Enter a unique object name for which you want to check the visibility.

Yes

String

maxTimeOutInSeconds

Enter the maximum timeout in seconds up to which you want the script to wait for a label to be visible.

Yes

String

Example:Logout 

SFDC.WaitForLabel "Username"