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Automating Salesforce dynamically using Excel

This video shows you how to open a new form i Salesforce and use a list of fields and values from Excel to add values to the form. This means that filling in a form is now boiled down to maintaining an Excel sheet.

The technique used in this video can be applied to all types of forms in Salesforce and can easily be ported to similar systems (ServiceNow, MS Dynamics, SharePoint etc.).

Watch this video to learn how to automate tests in Salesforce using Excel as the data source.

In this video:

  • How to use “Find web element” to control speed of execution
  • How to use Excel as data source for creating a new Leap in Salesforce
  • How to use the Switch automation block

Lesson overview

Watch this video to learn how to automate tests in Salesforce using Excel as the data source.

In this video:

  • How to use “Find web element” to control speed of execution
  • How to use Excel as data source for creating a new Leap in Salesforce
  • How to use the Switch automation block