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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 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:

ClickButton       "Accounts CheckSFDC.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 you want to click.

Yes

String

Example:

ClickTab       "Accounts Check"

SFDC.CreateNewEntity

This action creates a new entityclicks 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

tabName

Enter the tab name you want to click based on the label name.

Yes

String

Example:

CreateNewEntity       "Accounts 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 multiple tabsa 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"

...

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       "Accounts CheckCloseDate"

SFDC.SwitchView

This action switches to another 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       "Accounts CheckClassic"

SFDC.SwitchUser

This action switches to another 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       "Accounts CheckJohn"

SFDC.

...

SwitchToTab

This action waits for the label to be visibleswitches to a user-specified tab.

Input Parameters:

Parameter Name

Parameter Description

Mandatory

Data Type

labelName

tabName

Enter

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

Yes

String

maxTimeOutInSeconds

Enter the maximum timeout in seconds up to

the tab name to which you want

the script to wait for a label to be visible

to switch.

Yes

String

Example:

WaitForLabel SwitchToTab       "Accounts Check"

...

SFDC.SwitchApp

This action switches to another taba user-specified app.

Input Parameters:

Parameter Name

Parameter Description

Mandatory

Data Type

tabName

appName

Enter the

tab

app name to which you want to switch.

Yes

String

Example:

SwitchToTab SwitchApp       "Accounts CheckSales"

...

SFDC.WaitForLabel

This action switches to another Salesforce appwaits for the label to be visible.

Input Parameters:

Parameter Name

Parameter Description

Mandatory

Data Type

appName

labelName

Enter

the app name to

a unique object name for which you want to

switch

check the visibility.

Yes

String

Example:

SwitchApp       "Sales"

Logout

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

This action does not contain any parameters.

Example:

...

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:

SFDC.WaitForLabel "Username"