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  1. Click Import Objects to open the Import Salesforce Objects window.

  2. You will see two options StandardButtons and the connection fields.

    image-20240806-111047.png
  3. Import the Standard Buttons if not done before.
    Importing standard buttons is a one-time process. Once you have imported the standard buttons, it can be used for all the connections.

  4. Expand the connection by clicking on the arrow to view all the objects tabs and fields available for the connectionavailable objects under it.

  5. Select Search for the objects tab you want to import and click Import.

    image-20240806-112001.pngImage Removed
  • The mandatory fields will be marked with an asterisk.

  • You can import multiple objects and fields at a time. Select all the objects along with its fields and click Import.

Info

When you create a new connection using the Salesforce application and try to import objects, you will see additional object entries under the Import Object section.

Existing Connection

Already established connection where objects have been imported before. In this case, you will see an Import Object option next to Edit Connection. You can reimport the objects using this option.

  1. Click Import Object to open the Import Salesforce Objects window.

    image-20240806-092726.pngImage Removed
  2. Expand the connection by clicking on the arrow to view all the objects and fields available for the connection.

  3. Select the objects you want to import and click on Import.

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  1. the object for and click the arrow near the tab to expand it, you will see three containers:

    • Create: Contains list of all the objects available for the tab. Expand Create to view the list of objects. Select the objects you want to import or check the checkbox next to Create to select all.

    • WebLinks: Consists of list of all the weblinks available for the tab. Expand WebLinks and select the ones you are willing to import.

    • Record Details Pages: The record details will be available under Record Details Pages.

    image-20240909-070532.pngImage Added
  2. Use filter next to Search to select the objects based on the Object Class and Object Type. For object type, you can select from the following options.

    • All: All the fields including mandatory as well as non-mandatory will be imported.

    • Mandatory: Only the mandatory fields will be imported.

    • Non-Mandatory: Only non-mandatory fields will be imported.

      image-20240909-090004.pngImage Added

  3. Once you have selected the objects you want to import, click Import.

  4. The objects will be imported successfully.

  • When you expand Create to see the list of objects, you will see loading… as it will take some time to load the list.

  • The mandatory fields will be marked with an asterisk.

  • You can import multiple objects at a time. Select all the objects and click Import.

Info

When you create a new connection using the Salesforce application and try to import objects, you will see additional object entries under the Import Object section.

Existing Connection

Already established connection where objects have been imported before. In this case, you will see an Import Object option next to Edit Connection. You can reimport the objects using this option.

  1. Click Import Object to open the Import Salesforce Objects window.

    image-20240806-092726.pngImage Added
  2. Expand the connection by clicking on the arrow to view all the objects and fields available for the connection.

  3. Follow steps 5 to 8 from New Connection.

You won’t be able to import the already imported objects and it will be in disabled form.

Change Management

The Change Management or Sync Object functionality allows you to fetch the real-time updates or changes done on the SFDC application and review them.

  1. Go to Salesforce tab from the Object Repository.

  2. Click Sync Object from the right-hand corner. You will see Loading changed objects… screen.

    image-20240913-064628.pngImage Added

  3. Once the loading is complete, you will see an Object Updates window.

  4. On the Object Updates window, you can review all the changes/updates done on the SFDC application. Where N stands for new, D stands for deleted, and U stands for updates object.

    image-20240913-063911.pngImage Added
  5. Click Accept to accept the change; else, click Cancel.

Multi-locator Support for Imported Object

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  1. Issue: Unable to find “Reset My Security Token” Information or “Your security token isn’t displayed in your settings or profile.”
    Solution:
    Qualitia Client
    Standard Resolutions for the above are:

    • Restriction enabled in connected App

      • Go to Setup

      • Search for “Manage App”

      • Select your connected app

      • Click on “Edit Policy”

      • In the Trusted IP Range for OAuth Web server flow section

      • Select “No Restriction”/ “Anyone can connect” or enter the right restrictions as per your policy.

    • IP Restrictions in the Login IP Ranges

      • For the Reset My Security Token option to appear you will need to remove the Login IP Ranges or change the User to a profile that does not have Login IP Ranges listed.

    • In Salesforce Classic

      • Unlimited, Performance or Enterprise, system administrators can verify if there are IP values in the Login IP ranges by selecting:
        Setup -> Manage Users -> Users -> Profile -> Profile name -> Login IP Ranges.

      • System administrators can verify if there are IP values in the Login IP ranges by selecting:
        Setup -> Security Controls -> Session Settings.

      • Remove the IP ranges if required.

    • In Lightning Experience

      • System administrators can verify if there are IP values in the Login IP ranges by clicking going on the gear icon:
        Setup Home -> Users -> Profiles -> select the profile name -> Login IP Ranges.

      • System administrators can verify if there are IP values in the Login IP ranges by clicking going on the gear icon:
        Setup Home -> Security -> Session Settings.

    • Network Access is missing

      • System administrators can confirm if Network Access is missing by following these steps:

        • Go to Setup

        • On the Quick Find box, enter Network Access.

        • Login Challenge Enabled

        • Login with API Token
          OR

        • Delete the IP address range in the network access.

      • Forcefully reset by hitting the following URL:

        • § /_ui/system/security/ResetApiTokenEdit

  2. Not able to load the SFDC project after an upgrade: If you are not able to load the SFDC project after an upgrade to Qualitia’s latest version, you need to delete the Workspace folder. You can find the workspace folder on the below path: C:\Users\user1\AppData\Local\Qualitia Automation Studio - Client\workspace.

  3. Newly added objects are not visible on Import model: If you are not able to find a newly added object on the import model, while creating an object create it as mandatory and save. Once the object is saved, make it non-mandatory, as only mandatory fields are visible on the Import modal. This will make the object visible and ready to be used.

  4. The Check operation for the imported SFDC Checkbox object failed, it displays a pass result in the report: If the Check operation for the imported SFDC Checkbox object is failed then the result displayed in the report should be fail. However, if you are getting a pass result, try the execution with indexing.Default task for standard objects (This includes the skip feature to use the same task for all the tests.) pass result, try the execution with indexing.

  5. Error while fetching objects for connection: If you are getting the error message Error while fetching objects for connection, while importing the objects, make sure to enable the Client credential flow on the Connected App.
    Note: You can also connect using OAuth Client Credential to avoid such errors.

📞📚 Here to Help: Support and Resources

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