Hello, Salesforce freaks out there! I am a hardcore developer at the same time I enjoy the power of low-code automation tools like Salesforce Flows.
The triggered ones are my favorite! Testing these flows was a big challenge and manual task before. But not anymore, now you can automate the testing for your triggered flows.
Note: Only record triggered flows support tests as of Winter 2023.
Let us see it in action!
Example Use Case
I have created a simple flow on Contact to populate the standard
MailingCountry
field from Account. Basically, it copies the
Account's BillingCountry
value into the
MailingCountry
field on the contact.
This is a before-save flow, which uses one condition and one assignment element.
Test Cases
Before we jump directly into the testing, we need to decide on the test cases. Like, as what behavior we need to test and what is the expected outcome.
To keep it simple I propose two simple test cases.
- Positive Test Case
- Account is selected
MailingCountry
is not present on the contact- Negative Test Case
- MailingCountry is present on contact so we don't need to update the value from the flow.
Create Tests for Triggered Salesforce Flow
Now that we know what to be tested let us create the tests.
- Open the flow you want to test in the flow builder.
-
Click on the
View Tests
button from the top right side. There you can create new flows and see the existing ones. -
Click
Create
to create a new test. Enter theLabel
andDescription
for your flow. -
Just below the Description box (green highlighted box in the below
image), you can select when you want to run the flow.
Here you can select what operation to test, like recordCreated
, recordUpdated
,Run Immediately
orTime Triggered
.
Select options as per your need, I will selectCreated
andRun Immediately
. -
Click on the
Set Initial Triggering Record
section from the left sidebar and create the record for testing. Also, populate required lookups/mater fields if required. -
The last step is to set assertions. You can set one or more as per your
requirement. For the demo purpose, I will select only one to check if the
MailingCountry
field is populated or not. - Now it's time to run the tests.
- Once ran you can see the results of the tests if they passed or failed.
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