Generating Salesforce UI Automation Scripts with ChatGPT

Prereq:Setting Up Your Environment

  1. Install Node.js: Ensure you have Node.js installed on your system to use Playwright.
  2. Install Playwright: Run npm i playwright to install Playwright.
  3. Access Playwright Recorder: Either through the command line by typing npx playwright codegen or through the Playwright Test for Visual Studio Code extension.

Recording Your Salesforce Business Flow

  1. Navigate to Salesforce: Start the Playwright Recorder and navigate to your Salesforce login page.
  2. Perform Actions: Log in and perform the actions you wish to automate, like creating or testing accounts. The recorder captures every click and input.
  3. Stop Recording: Once done, stop the recorder. It automatically generates a Playwright script based on your interactions.

Enhancing the Script with ChatGPT

  1. Extract Business Logic: Review the generated script to understand the flow and identify any complex logic that might need simplification or enhancement.
  2. Consult ChatGPT: Input your requirements or any specific challenges into ChatGPT. For example, “How to verify a newly created account in Salesforce using Playwright?” ChatGPT can provide snippets or logic improvements.
  3. Incorporate Suggestions: Modify your Playwright script based on ChatGPT’s recommendations. This might involve adding assertions to confirm account creation or enhancing navigation steps.

Example: Verifying Account Creation

Let’s assume you’ve recorded a script where you create a new account in Salesforce. Now, you want to ensure the account was indeed created.

Original Playwright Script Snippet (Generated by Recorder):

await page.goto('https://login.salesforce.com/');
await page.fill('input[name="username"]', 'your_username');
await page.fill('input[name="password"]', 'your_password');
await page.click('input[name="Login"]');
// Assume steps to create an account are recorded here

Enhanced Script with ChatGPT Suggestion:

After consulting ChatGPT on how to verify the account creation, you might add:

// Navigate to the Accounts page
await page.goto('https://your_instance.salesforce.com/lightning/o/Account/list');

// Search for the created account using its name
await page.fill('input[placeholder="Search Accounts"]', 'New Account Name');
await page.press('input[placeholder="Search Accounts"]', 'Enter');

// Verify the account exists
const accountExists = await page.isVisible('text="New Account Name"');
if (accountExists) {
    console.log('Account creation verified!');
} else {
    console.error('Account not found.');
}

Conclusion

By combining the power of Playwright, its Recorder, and the intelligent assistance of ChatGPT, automating Salesforce UI business flows becomes not just feasible but efficient and effective. This approach not only saves time but also enhances the reliability of your Salesforce automation scripts. Whether you’re testing account creation, modification, or any other CRM functionality, this method provides a robust foundation for your automation needs.