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Testing Scheduled Actions, Bulk Data Load Jobs and an Auto-Response Rule in Salesforce


By: Radha

Most of the testers who are new to Salesforce may have questions as to where and how to test the following changes in Salesforce. In this article, we are going to see how to test the below salesforce concepts:

  1. Process Builder Scheduled actions
  1. Data Loader jobs in Salesforce
  1. Auto Response Rules

1. Testing Process Builder Scheduled actions: 

In Process builder, Scheduled actions (Time Dependent actions) cannot be tested immediately because the scheduled action will be executed at the scheduled time in the future. Now, we all have that question then how to test this? When? And Where?

Here is the solution. We can monitor the pending scheduled actions in Salesforce under ‘Flows’. Once the record meets the specified criteria for the scheduled action, it goes to queue and waits until it reaches the specified time. After it reaches the schedule time, the process re-evaluates the record to make sure that the records still meet the criteria for the scheduled actions. After re-evaluation, the scheduled action gets executed for the record. The scheduled actions waiting in a queue can be monitored under flows.

Scenario: Whenever a case is created with ‘New’ Status, a new Task should be created an after the Case is created.

For the above scenario, Automatic task creation is achieved by creating a process in a process builder. Here we must test like this.

Step 1:  Create a Case record with the status as “New”

Step 2: Go to Setup, Click Create -> Workflow & Approvals -> Flows 

Scroll down and navigate to ‘Paused and Waiting interviews’.

Below are the definitions for each column of ‘Paused and Waiting Interviews’ for the better understanding,

Action has a “DEL” link. Clicking on this link will delete the scheduled action.

Name indicates the waiting number for that action and the number is auto generated.

Flow Name indicates the corresponding Process Name.

Flow Version indicates the version of the process.

Type indicates the type of paused or waiting interview. Processes that are waiting to execute scheduled actions are of type workflow.

Interview Label indicates the Process API Name, Version No., Object Name of the waiting interview.

Paused Date indicates the date and time on which the flow interview started waiting.

Current Element identifies the group of scheduled actions that sales force is waiting to execute.

References: Pending Scheduled Actions in Process Builder

2. Testing Data Loader jobs in Salesforce: 

Data Loader is a client application used to import, update, upsert, export and delete records in Salesforce. It is mainly used for bulk process.

Using Data Loader, we can import a set of bulk records into Salesforce.

Note: It supports up to 5 million records for data processing at a time.

Scenario: Assume that, 50,100 records have been inserted into Lead object through data loader.

References: Data inserts by Data Loader

As a tester, how will you validate the exact count of records inserted by developers through data loader.

Step 1:  Login into Salesforce

Step 2: Go to Setup -> Jobs -> Bulk Data Load Jobs

You can monitor the status of the inserted record in Monitor Bulk Data Load Jobs in salesforce.

Most of the testers who are new to Salesforce may have questions as to where and how to test the following changes in Salesforce. In this article, we are going to see how to test the below salesforce concepts:

The Details of the job can be viewed by clicking the Job ID.