Salesforce Account Automation – Project Setup Guide

A single-test Playwright project that automatically creates a new Account record in any Salesforce org.

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Why Playwright for Salesforce Test Automation

Playwright is an excellent choice for automating Salesforce tests, and one of its great advantages is built-in test script recording and code generation. <u>This means you don't have to write test code manually from scratch.</u>

Why This Matters

• Record actions as you interact with the browser normally
• Auto-generate JavaScript test code from your recordings
• Prototype tests faster without writing code by hand
• Great for Salesforce Developers/QA Engineers who want to build tests quickly

This Sample Repository

This repository includes a ready-to-use account creation test script that you can:

• ✅ Run immediately to test your Salesforce org
• ✅ Learn from to understand Playwright test structure
• ✅ Modify and extend for your own testing scenarios

Using the Code Generation Feature

If you want to record your own test scripts instead of writing them manually, refer to the Recording commands section below for the npx playwright codegen commands.

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What the test does

Step	Action
1	Opens a real Chromium browser (visible on screen)
2	Logs in to Salesforce with your credentialsor a session URL
3	Detects MFA / verification-code screens andpauses so you can enter the code
4	Navigates to theAccounts tab
5	ClicksNew → Standard and fills in a randomly-generated account name, phone, and US billing address
6	Saves the record and confirms it was created
7	Shows a green success banner and takes a final screenshot
8	Generates a fullHTML report with screenshots and a video recording

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Prerequisites

Tool	Minimum version	How to check
Node.js	18 LTS	node -v

Installing Node.js – download the LTS installer from https://nodejs.org and run it. After installation open a new terminal and verify with node -v.

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Configuring credentials (.env file)

Open .env in any text editor and choose one of the two login options.

Option A – Username & Password (most common)

SF_LOGIN_URL=https://login.salesforce.com
SF_USERNAME=your_username@example.com
SF_PASSWORD=YourPassword
SF_SESSION_URL=
SF_HOME_URL=

For a Sandbox org use SF_LOGIN_URL=https://test.salesforce.com

Option B – Session ID URL (skip the login page entirely)

If you have a Salesforce session ID, you can use this format:

SF_SESSION_URL=https://<your_instance_url>/secur/frontdoor.jsp?sid=<session_id>&retURL=<optional_target_page>
SF_USERNAME=
SF_PASSWORD=

When SF_SESSION_URL is set, the username/password fields are ignored.

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Quick-start (fresh machine / after unzipping)

# 1. Enter the project folder
cd sf-account-automation

# 2. Install Node dependencies
npm install

# 3. Install Playwright + Chromium browser
npx playwright install chromium

# 4. Run the test
npm run testAccountSpec

An HTML report will open automatically in your browser when the test finishes.

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Handling the MFA / Verification-Code screen

Salesforce sometimes asks for an email verification code The test detects this automatically and pauses:

════════════════════════════════════════════════════════════
VERIFICATION CODE REQUIRED – ACTION NEEDED IN BROWSER
════════════════════════════════════════════════════════════
1. Check your email/phone for the Salesforce verification code.
2. Type the code into the browser window that just opened.
3. Click the "Verify" button.
The test will wait up to 5 minutes…
════════════════════════════════════════════════════════════

1. Look at the Chromium browser window that opened on screen.
2. Check your email or phone, enter the 6-digit code, and click Verify.
3. The test detects the page change and continues automatically.

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Dependencies used

Package	Version	Purpose
@playwright/test	^1.44	Test framework + Chromium browser driver
dotenv	^16	Load credentials from .env without hard-coding them

Playwright bundles its own Chromium browser – you do not need to install Chrome separately. The npx playwright install chromium command downloads the correct Chromium build for your OS.

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Running commands reference

Command	What it does
npm install	Installs Node dependencies
npx playwright install chromium	Downloads the Chromium browser
npm run testAccountSpec	Runs the account creation test
npm run test:report	Re-opens the HTML report
npx playwright codegen	Opens the Playwright Inspector to record and generate test code
npx playwright codegen <URL>	Record tests for a specific URL

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Recording Commands (for generating test scripts)

If you'd like to record your own test scripts instead of writing them manually, use these commands:

Record a Generic Test

npx playwright codegen

This opens the Playwright Inspector with a blank browser. You can then:

1. Navigate and interact with any website
2. Watch your actions generate as test code in real-time
3. Copy or save the generated JavaScript code

Record Tests for Salesforce

npx playwright codegen https://login.salesforce.com

This launches the Inspector pointing to your Salesforce login URL. Great for:

• Recording login workflows
• Capturing custom Salesforce automation flows
• Learning Playwright syntax by example
• Quickly prototyping new test scenarios before adding them to your project

The generated code can then be copied into your test files and modified as needed!