Query Builder for Salesforce Testing

Prerequisites

• Before you begin, ensure the Salesforce app is connected to Testsigma with a valid metadata connection.

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Steps to Use the SOQL Query Builder Tool

1. Open the Salesforce Query Builder from the test case page in the Utility Panel.

2. From the SF Connection dropdown, select the Salesforce connection to use.

3. In the FROM field, choose a Salesforce object (e.g., Account, Contact).

4. Use the SELECT section to add fields (e.g., Type, RecordTypeId, Industry). The SOQL query updates automatically in the preview pane.

5. Click + Add Condition to filter results using WHERE clauses if required.

6. Use ORDER BY and LIMIT to specify the order and number of records.

NOTE

• You can customize your query by clicking Customise Query and editing the required parameters.

7. Click Run Query to execute the SOQL query.

8. View the results in Table, Outline, or JSON format.

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