General SFDC Actions

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

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

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 clicks 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

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 a specified tab.

Input Parameters:

Parameter Name	Parameter Description	Mandatory	Data Type

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

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

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

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

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

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

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:

SFDC.WaitForLabel "Username"