Adding a Salesforce connection

A Salesforce connection is what connects Provar to the Salesforce environment in which test cases are to be created and run.

A Salesforce connection generally consists of a Salesforce Username, Password and Security Token. This user must also have certain permissions to allow Provar to connect to your org and automatically understand your Salesforce configuration. Refer to Granting Org Permissions to Provar for more information.

Connections of other types can also be added. Refer to Database Testing Setup for more information.

Adding a Salesforce connection

Step 1: Navigate to the Connections tab of test settings and click the plus sign icon.

Step 2: Provide a Connection Name. This should generally be the role name of the user you are connecting through, e.g. AdminUser.

Step 3: Set Connection Type to Salesforce, then choose Normal Salesforce Connection.

Step 4: Enter the Username, Password and Security Token, and specify the Environment type. This will control the Salesforce screen used to log in.

Note: Steps 5-8 are only needed for advanced connection setup.

Step 5: If your network uses a Proxy server, specify this information in the Proxy Settings section.

Provar will attempt to detect proxy settings automatically and globally instead of from a connection.

Step 6: If you use a custom or Mydomain URL to log into into Salesforce, specify this in Browser Login URL / Web base URL of the Advanced Settings section.

Step 7: If your organization uses single sign-on, specify this in Sign-on Connection / Identify Service URL.

Step 8: Tick Enable S-Controls or Enable Reports if you will be testing these features. This will instruct Provar to download the relevant metadata. ServiceMax organizations will always need to tick Enable S-Controls.

Step 9: Click the Test Connection button to validate the connection details, then click the OK button.