Salesforce Fusion Recorder

With the Salesforce Fusion Recorder, you can automate Salesforce workflows quickly and intuitively by simply interacting with the live application. As you perform actions inside Salesforce, the recorder silently captures your steps and converts them into Leapwork building blocks, ready for editing, execution, and reuse.

Note: This recorder is currently available in Early Access, and some capabilities are not yet supported:

• Interacting with tables and grids: Dynamic data tables are not yet supported.

• Working with date/time fields: Date pickers and calendar controls are currently excluded.

• Using filters: Complex filtering logic (e.g. multiselect filters) is not yet covered.

• Extracting or reusing values: Get blocks are limited, and advanced value reuse isn’t available yet.

• Scroll actions: Scrolling through long pages or lists is not currently recorded.

These features are planned for future updates.

Using the Salesforce Fusion Recorder

To launch the Salesforce Fusion Recorder, right-click anywhere on the design canvas in Studio and select Start Salesforce Recorder.

This will open a login modal where you provide the credentials and URL to connect to your Salesforce environment:

1. Browser: Select the browser to use (only Microsoft Edge is supported in Early Access).

2. Web address: Enter the Salesforce login or app URL.

3. Username: Provide your Salesforce login name.

4. Password: Provide your password securely.
   
   

5. Once all required fields are filled, click Start.

Note: If any information is missing or incorrect, the recorder will display an error or redirect you to complete the login inside Salesforce.

Leapwork will launch a new browser session and open Salesforce with the recorder attached to the session. If a Salesforce session is already open, the recorder will attach to that existing window instead.

The Recorder Widget

Once connected, the Salesforce Fusion Recorder widget appears as an overlay in the browser. It allows you to control and manage the flow recording from within the application.

The widget includes:

• Record / Stop: Start or pause the recording.

• Run / Cancel: Test the recorded steps live in Salesforce.

• Save: Save the recorded flow to Leapwork Studio.

• Clear: Discard all steps and reset the recorder.

As you interact with Salesforce, actions are automatically captured, no manual block insertion or element identification is needed.

Executing actions

Once recording is started, the user can begin interacting with the Salesforce interface. The recorder will automatically detect and store each supported action. These include:

• Clicking on buttons and links

• Entering text into input fields

• Selecting dropdown, radio, or checkbox options

• Using toggles and combo boxes

Each block includes editable fields where you can refine details such as text input, toggle state, or selected value. These modifications can be made without re-recording the entire flow.

Each action is stored and displayed in the recorder interface with relevant details. For instance, when interacting with a dropdown, available values are retrieved and shown to the user for review and adjustment.

Running the Flow

To test the recorded steps before saving, use the Run button in the widget. This feature allows you to:

• Execute the recorded sequence of actions

• View the success or failure status

• Review the total execution time

This validation helps ensure the recorded flow behaves as expected prior to saving.

Saving and Editing in Studio

Once the desired actions have been captured, click Save in the recorder widget. Leapwork will return focus to the Studio interface, and the newly created flow will appear on the canvas as individual building blocks.

Each block includes editable fields where you can refine details such as text input, toggle state, or selected value. These modifications can be made without re-recording the entire flow. 

The Salesforce Fusion Recorder also includes features that improve flow authoring:

• Dynamic block labels: Each block shows the actual name of the captured element.

• Inline editing: Dropdowns, inputs, and other fields retain real values and can be edited on the fly.

• Visual execution feedback: Run blocks live and view results before saving.

• Flow continuation: Reopen the recorder mid-flow to continue recording from any point.

Clearing the Recording

To reset the recorder, click the Clear button in the widget. This removes all captured steps and allows you to start over without saving anything.

Created 03.07.25