Description

When integrating GenRocket with Salesforce, user can do the following: 

  1. Create multiple profiles to access different Salesforce Environments.
  2. Dynamically access Salesforce Environments to query and import Object descriptions to speed setup.
  3. Dynamically insert data back into a Salesforce Object when GenRocket generates the data.


In This Article


GenRocket Supports Multiple Salesforce Profiles

Within the GenRocket web platform, users can create multiple Salesforce Profiles to access their different Salesforce Environments. Supporting multiple SFDC Profiles provides these benefits: 

  1. Users can quickly and easily switch between Salesforce Profiles.
  2. Users can quickly and easily insert test data into any of their Salesforce Environments.


How to View Salesforce Profiles

To view your Salesforce Profiles, complete these steps: 

  • Expand the Organization Menu in the Menu Bar.
  • Select My Account from the drop-down menu.

     
  • Click the Manage Salesforce Profile button.

     
  • Users can see each Salesforce Profile.

  • A Salesforce Profile may be activated or deactivated within the Action menu.


    Note: To learn how to create a Salesforce Profile, please see this article:      How Do I Create a Salesforce Profile in GenRocket?


Dynamically Access Salesforce Environments

Dynamically access and query Salesforce Environments to query and import Object descriptions for faster setup.


Benefits of Dynamically Accessing SFDC Environments

  1. Test data setup is much easier.
  2. Test data setup is much faster.


Complete these steps to view Salesforce Objects in GenRocket and import an Object with its Fields into a GenRocket Domain:

  • Log into the GenRocket web platform.

  • In the Domains pane, click the New Domain button.


  • Select Import from Salesforce from the drop-down menu.
     
    Note: If a Salesforce Profile is inactive, then you cannot query Salesforce Objects.

  • You can view all Salesforce Objects for the corresponding Salesforce Environment.

  • The Filter field may be used to filter this information based on an entered value.


  • Select the Fields to be imported into the GenRocket Domain.

  • Click the Next button to finish the import.


    Note: To see detailed instructions for generating and inserting test data into a Salesforce Object, please look at this article:     How Do I Add a Salesforce Object as a GenRocket Domain?


Dynamically Insert Data back into a Salesforce Objects

Test data may be generated and inserted back into Salesforce in real time from the Scenario Dashboard for a GenRocket Domain.


Benefits of  Dynamically Inserting Data:

  1. Test data loading process is much easier.
  2. Test data loading process is much faster.


Let's say we want to generate 20 accounts and insert them back into a Salesforce Environment. To do so, all you need to do is click the Execute From Web button within the Scenario Dashboard for your GenRocket Domain Scenario.


Video Training

The following video may be used to learn more about how GenRocket dynamically integrates with Salesforce: