Submit a Test Lead

Scenario

On your website you have form(s) that Customers/Prospects use to submit inquiries.
- Your form is powered
  - by Salesforce feature: Web-to-Lead, or
  - by some combination of a form and integration solution(s)
Inquiries are created as Leads in Salesforce.

Requirement

You want to make sure that submitted Leads are created and processed as designed.

Manual testing steps for Lead creation

Navigate to your website that captures Leads.
Submit a test Lead.
Navigate to Salesforce.
Search the Lead that was created.
Check that the Lead has correct details.

Test Case in testRigor

here's a template that you can modify

// OPEN THE PAGE THAT HAS THE FORM 
// - modify the URL so that it points to the Lead form on your website
// - this URL points to the "real" Lead form at Salesforce
open url "https://www.salesforce.com/eu/form/contact/contactme/?d=70130000000Fm5e"
wait 5 sec

// ENTER VALUES TO FIELDS: - add / remove fields   - modify values
enter "TEST First" into "First Name"
enter "TEST Last" into "Last Name"
enter "TEST Title" into "Job title"
generate unique email, then enter into "Email"
enter "123-123-123-123" into "Phone"
enter "TEST Company" into "Company"
select "1 - 10 employees" from "Employees"
select "Sweden" from "Country/Region"
select "Net Zero Software" from "Product Interest"
enter "This is a test" into "Questions/Comments"

wait 5 sec
enter "on" into checkbox near "Yes, I would like to receive"


// SUBMIT FORM
// click "SUBMIT"
// wait 5 sec

// CHECK THAT THANK YOU PAGE OPENS
// check that page contains "Thank you"
// wait 5 sec

// open url "your salesforce url"
// login
// search/navigate to the Lead created
// check that details of the Lead are OK.

There's a more advanced End-to-End test case :

PreviousE2E: Lead entry (Titan) ➔ Salesforce ➔ Email NextTH: Opportunity Won THEN Create Contract

Last updated 5 months ago

Test Case in testRigor

here's a template that you can modify

// OPEN THE PAGE THAT HAS THE FORM 
// - modify the URL so that it points to the Lead form on your website
// - this URL points to the "real" Lead form at Salesforce
open url "https://www.salesforce.com/eu/form/contact/contactme/?d=70130000000Fm5e"
wait 5 sec

// ENTER VALUES TO FIELDS: - add / remove fields   - modify values
enter "TEST First" into "First Name"
enter "TEST Last" into "Last Name"
enter "TEST Title" into "Job title"
generate unique email, then enter into "Email"
enter "123-123-123-123" into "Phone"
enter "TEST Company" into "Company"
select "1 - 10 employees" from "Employees"
select "Sweden" from "Country/Region"
select "Net Zero Software" from "Product Interest"
enter "This is a test" into "Questions/Comments"

wait 5 sec
enter "on" into checkbox near "Yes, I would like to receive"


// SUBMIT FORM
// click "SUBMIT"
// wait 5 sec

// CHECK THAT THANK YOU PAGE OPENS
// check that page contains "Thank you"
// wait 5 sec

// open url "your salesforce url"
// login
// search/navigate to the Lead created
// check that details of the Lead are OK.

There's a more advanced End-to-End test case :

E2E: Lead entry (Titan) ➔ Salesforce ➔ Email

NO-CODE UI TESTING: Guide for testRigor & Salesforce