Get a Salesforce Hands-On Playground Org (free)

Org locale settings might get "inherited" from the Country that your Trailhead account is set up with. The examples here are created and tested for locale: Finland.

• If your date format is not DD.MM.YYYY then you might need to change f.ex. the Opportunity Close Date in the test cases provided later in this gitbook to your format (it could be sth like MM/DD/YYYY).

Create a Salesforce Trailhead account

• (only if you don't have it already)

• Navigate to: https://trailhead.salesforce.com

• Click: "Sign Up"

• Suggestion: Click: "View more options" > LinkedIn

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Login to your Salesforce Trailhead account

• Navigate to: https://trailhead.salesforce.com

• Click: "Login"

• Click: "Trailhead"

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Create a new Hands-On/Playground Org

• Navigate to: https://trailhead.salesforce.com

• Click on your profile picture (upper-right)

• Click: "Hands-on Orgs"

• Click: "Create Playground"

• Enter Name: "testRigor_2024_12_08"

• Click: "Create"

• Wait a couple of minutes

• Observe details of your Hands-On Org

• Click "Launch"

• Record the Salesforce URL for logging into Salesforce, sth like

  • https://creative-wolf-opuabe-dev-ed.trailblaze.lightning.force.com

    • cut off the end part "/lightning/......."

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Fine-tune your Salesforce Org

Setup > Allow OAuth Username-Password Flows

• click cog > "Setup"

• enter to Quick Search: "identity"

• click: "OAuth and OpenID Connect Settings"

• turn on: "Allow OAuth Username-Password Flows"

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Set "Sales" as first App in App Launcher

• Click App Launcher

• Click "View All"

• Grab "Sales" and drag it to the upper left hand corner

• Click "X" to close the dialog

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Set the Display Density to "Compact"

• Click Profile pic

• Click "Compact"

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Uncheck: Make Setup My Default Landing Page

• Click: Profile pic

• Click: "Settings"

• Click "Display & Layout"

• Click: "Customize My Pages"

• Uncheck: "Make Setup My Default Landing Page"

• Click: "Save"

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Set "Sales" as default App

• Click Setup

• Enter: "Profiles"

• Click "Profiles"

• Click: "S"

• Click "System Administrator"

• Click "Edit"

• Check the "Default" checkbox next to "Sales (standard__LightningSales)"

• Click: "Save"

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Bypass "Verify Your Identity"

This is an admin trick that should not be done in "production" Salesforce Orgs.

In Salesforce Hands-On/Playground Orgs it's OK.

From security point of view, there are risks in installing installing Chrome Extensions. Follow the guidelines of your InfoSec team. Always proceed with caution.

• Install Chrome Extension: "Whitelist All IPs for Salesforce"

  • https://chromewebstore.google.com/detail/whitelist-all-ips-for-sal/nnlnikmkkbpgioojghgojoejgcheilic?hl=en

• Then in Salesforce

  • Switch to Salesforce Classic

  • Navigate: Setup > Network Access

  • Click: "Whitelist All IPs"

  • Read the warning and click: "OK"

  • Wait that all IPs get whitelisted

  • Click "Switch to Lightning Experience"

• Then in Chrome

  • Deactivate or Uninstall the "Whitelist ..." Chrome Extension

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Get Salesforce login credentials

• in Salesforce Playground Starter App:

  • Click "Get Your Login Credentials" (tab)

  • record of your username

    • sth like: [e-mail]

  • Click "Reset My Password"

  • Click "Ok"

• In your inbox

  • Locate Email from Salesforce with this subject:

    • "Finish resetting your Your Developer Edition password"

  • Click the long link

  • Click "Reset Password"

  • Enter, confirm and record your password

  • Click "Change Password"

• In Salesforce

  • Click: Profile pic (upper-right)

  • Click "Log Out"

• In Salesforce Login

  • Enter your Username

  • Enter your Password

  • Click "Log In"

  • Click "I Don't Want to Register My Phone"

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DONE!

• Now you have a working Salesforce Hands-On Playground Org.

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APPENDIX:

Record these details of your Salesforce Hands-On Playground Org

For logging in as User in Salesforce UI

DETAIL	VALUE	DESCRIPTION
Trailhead account registered email	_______	If you used email address to create your Trailhead account
Hands-On Org name	_______	f.ex. "testRigor_2024_12_08"
Hands-On Org URL	_______	for navigating to Salesforce to be stored in testRigor Test Suite to be stored in a global variable in testRigor
Hands-On Org Username	_______	for logging in to be stored in testRigor Test Suite
Password	_______	for logging in to be stored in testRigor Test Suite

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