Salesforce Automation with TOSCA – CRM, Data Validation, API & E2E Process Testing Day 2

Salesforce Automation with TOSCA – CRM, Data Validation, API & E2E Process Testing

(A complete Salesforce testing program covering UI automation, API validation, PDF checks, and E2E scenarios. Designed to make you industry-ready with practical, project-based TOSCA automation skills.)

“Salesforce Automation with TOSCA – CRM, Data Validation, API & E2E Process Testing” is a comprehensive, industry-oriented training program designed to make you fully proficient in automating Salesforce CRM applications using Tricentis Tosca. This course covers the complete Salesforce ecosystem—from understanding Clouds, Navigation, and Security to mastering TOSCA modules, scanning techniques, reusable components, buffers, business parameters, data-driven testing, and advanced validations.

You will learn how to automate the entire Salesforce Lead-to-Invoice lifecycle, validate Quotes and Invoices, perform PDF and Excel data checks, and execute cross-object calculations using TOSCA’s powerful automation features. The program also includes UI (HTML), API automation, recovery scenarios, and enterprise-level test design practices.

By the end of the course, you will gain the skills to build robust, scalable, and reusable automation frameworks for Salesforce, making you job-ready for roles in Automation Testing, Salesforce QA, and TOSCA Engineering.

Badges Preparation Supported in the Course
Our training provides guidance and support for the following Tricentis Tosca badges:

Tricentis Tosca Fundamentals- Automating web application testing– AS1
Tricentis Tosca Fundamentals- optimizing Test Automation with centralized Test Data–AS2
Tricentis Tosca Deep Dive–Automating beyond Web application–AE1
Tricentis Tosca Deep Dive–Structuring your test cases and test data– TDS1
Tricentis Tosca Deep Dive–Managing your stateful data– TDS2

About the Instructor:

Rakesh is a highly skilled Salesforce Automation and TOSCA professional with deep expertise in Salesforce Clouds, CRM workflows, and end-to-end automation frameworks using Tricentis TOSCA. With 10 years of hands-on experience, he has worked extensively on UI automation, API validations, PDF/Excel data verification, reusable test design, and enterprise-grade automation solutions for large-scale Salesforce implementations.

Throughout his career, Rakesh has built and optimized automation frameworks across Sales Cloud, Service Cloud, and custom CRM applications, helping organizations achieve faster releases, reduced manual effort, and robust test coverage. His strong command over TOSCA Modules, HTML Engine, API testing, Test Case Design, Reusable Blocks, Business Parameters, and continuous integration practices makes him a go-to expert for Salesforce automation.

Having trained and mentored 300+ learners, Rakesh is widely appreciated for his ability to simplify complex testing concepts through structured sessions, real-time examples, and hands-on demonstrations. He is known for making testers feel confident in automating real business processes — including Lead, Opportunity, Quote, Invoice, and ARR calculations — with precision and clarity.

What truly sets Rakesh apart is his passion for teaching and his commitment to empowering every learner to become job-ready. His sessions focus on practical implementation, best practices, and industry expectations, ensuring participants gain the skills needed to excel as Salesforce Automation Test Engineers and TOSCA Specialists.

Sample Videos:

Salesforce tosca Demo Video

Live Sessions Price:

For LIVE sessions – Offer price after discount is 3~~00 USD 259 ~~USD~~~~ 99 USD Or ~~13000 INR12900 INR~~7900 Rupees

Enroll For Free Demo

Free Day 2 On:

3rd December @ 9 PM – 10 PM (IST) (Indian Timings)/

3rd December @ 10:30 AM – 11:30 AM (EST) (U.S Timings)/

3rd December@ 3:30 PM – 4:30 PM (BST) (UK Timings)

Class Schedule:

For Participants in India: Monday to Friday @ 9:00 PM – 10:00 PM (IST)

For Participants in the US: Monday to Friday @ 10:30 AM – 11:30 AM (EST)

For Participants in the UK: Monday to Friday @ 3:30 PM – 4:30 PM (BST)

What students have to say about Rakesh:

👨 Pradeep Rathod:
Rakesh’s training sessions were exceptionally clear and practical. His step-by-step breakdown of Salesforce automation with TOSCA helped me understand even the most complex CRM workflows. The way he demonstrated real-time test case creation and data validations was truly impressive.

👩 Srujana:
I really enjoyed how Rakesh explained TOSCA modules, scanning methods, and reusable components with such simplicity. His live examples on automating Lead to Invoice flows gave me the confidence to handle real Salesforce projects at work. A fantastic instructor!

👨 Abdul Rahman Al-Harbi:
Rakesh’s course completely transformed my understanding of Salesforce QA. He covered everything from HTML engine scanning to API testing and PDF/Excel validation with great clarity. His practical approach and real project scenarios make this training highly valuable.

👩 Lahari:
As someone new to TOSCA, I found Rakesh’s teaching style extremely structured and easy to follow. His explanation of reusable blocks, buffers, and business parameters helped me build optimized test suites effortlessly. Highly recommended for automation testers!

👨 Carlos Mendes:
Rakesh is a brilliant trainer! His deep knowledge of Salesforce modules and TOSCA automation shines through in every session. The way he automated Opportunities, Quotes, and ARR calculations step-by-step made complex processes feel simple and logical.

👩 Aarushi Patel:
What I loved most about Rakesh’s sessions is how hands-on and practical they were. From scanning methods to linking test sheets and performing end-to-end scenario automation, he explained everything with real-time clarity. A great mentor for anyone entering Salesforce automation.

Salient Features:

33+ Hours of Live Training along with recorded videos
Lifetime access to the recorded videos
Course Completion Certificate

Who can enroll for this course?

Students & Graduates from Computer Science, IT, or Engineering backgrounds who want to enter the software testing and automation field.
Manual Testers & QA Professionals looking to upgrade their skills with Salesforce CRM automation and TOSCA.
Automation Engineers who want to strengthen their expertise in UI, API, and end-to-end business process automation.
Salesforce Admins, Developers, or CRM Analysts who wish to understand automated testing of Salesforce Clouds and workflows.
Professionals working in Cloud, DevOps, or Enterprise Applications who want to add TOSCA-based automation to their skill set.
Freshers, Job Seekers, or Career Switchers aiming to build a high-demand career in Salesforce QA and automation testing.
Anyone passionate about mastering enterprise-level automation tools and building scalable test solutions for real-world Salesforce projects.

What will I learn by the end of this course?

Strong understanding of Salesforce Clouds, Navigation, Objects, and Business Workflows, including Lead, Opportunity, Quote, and Invoice processes.
Complete mastery of TOSCA Modules and Scanning Techniques for automating Salesforce UI with the HTML Engine.
Ability to design reusable and scalable test structures, including Reusable Blocks, Buffers, Business Parameters, and Test Case Design sheets.
Hands-on skills in API Automation using TOSCA, including request/response handling, authentication, and data validation.
Expertise in validating PDFs, Excel files, and cross-object calculations using TOSCA’s verification mechanisms.
Experience in automating End-to-End CRM scenarios, such as Lead-to-Invoice workflows with real-time business logic.
Proficiency in Data-Driven Testing, parameterization, and maintaining dynamic test assets.
Understanding of TOSCA Recovery Scenarios and Best Practices to build stable and robust automation suites.
Ability to integrate and execute test cases efficiently, ensuring high-quality automation delivery for enterprise Salesforce projects.
Confidence to work as a Salesforce Automation Test Engineer or TOSCA Specialist in real-time professional environments.Course syllabus:

Salesforce
- Introduction:
  - What is CRM?
  - Cloud computing basics (SaaS, PaaS, IaaS)
  - Salesforce ecosystem overview
  - Salesforce Editions (Enterprise, Unlimited, Professional)
  - Salesforce modules (Sales Cloud, Service Cloud, Marketing Cloud)
- Basics of CRM & Salesforce
  - What is CRM (Customer Relationship Management)?
  - Why organizations use CRM systems
  - Introduction to Salesforce as a CRM platform
  - Advantages of Salesforce over traditional CRM tools
- Cloud Computing Basics
  - Introduction to cloud computing
  - SaaS (Software as a Service)
  - PaaS (Platform as a Service)
  - IaaS (Infrastructure as a Service)
- Salesforce Navigation Fundamentals
  - Logging in and understanding the Home Page
  - App Launcher
  - Tabs, Objects, Records
  - Page layouts and UI basics
- Salesforce Modules (Key Clouds)
  - Sales Cloud.
  - Service Cloud
  - Marketing Cloud
- Environments & Sandboxes
  - Production vs Sandbox
  - Types of sandboxes (Developer, Full, Partial)
  - Why testers work in sandboxes
- Basic Security Concepts
  - Profiles
  - Roles
  - Permission Sets
  - Sharing Settings
- Scanning Controls Using the HTML Engine
  - scanning methods
  - Identification methods
  - Rescan unmapped controls
  - I frames control scanning
- scanning by Wizard method
  - How we can get application controls by Salesforce method
  - Identification methods
- Testcase creation
- End-to-End Business Scenario – From Lead Conversion to Invoice Generation
  - Build a comprehensive end-to-end test case that automates the full Sales Cloud workflow.
- End-to-End Business Scenario – Create, Upsell, restart, renewal quotes
  - Build a comprehensive end-to-end test case that automates the full Sales Cloud workflow.
- Validating Quote and Invoice Documents
  - validation of Salesforce-generated documents (PDF/Excel) using Tosca.
- ARR and Order Amount Calculations through Tosca
  - how to automate mathematical validations and cross-object calculations in Salesforce using Tosca
Basic Topics
- Introduction to TOSCA & Workspace Setup
  - How to Install TOSCA
  - License Types in TOSCA
  - How to Create Workspace in TOSCA
  - Sections Available in TOSCA
- Working with Modules & Version Control
  - Check-in and Checkout
  - Standard Modules in TOSCA ( Web & SAP)
  - Docusnapper
- Recording & Execution Methods
  - Recording Methods:
  - Manual testing through Tosca
  - Automation testing Without scanning the modules
- Module Creation & Property Handling
  - How to Create Modules in TOSCA
  - Techniques for making poperties unique
- Module Standards & Steering Techniques
  - Standards while naming Modules
  - Cardinality uses
  - Steering parameters
- Testcase Design & Structure
  - Creation of testcases
  - Action Modes In TOSCA
  - Workstates of testcases
  - Structure of testcases
- Configuration & Buffering Techniques
  - Configuration Parameters
  - Buffers and types of buffers
- Library Management & Reusability
  - Library
  - How to create Reusbale blocks
  - Business Parameters
- Functions & Utilities in TOSCA
  - Regular Expressions
  - Date & Time Functions
  - Random Numbers
  - Tbox Wait and Waiton
  - Math and Calc functions in TOSCA
- Control Structures & Template Creation
  - How to write IF, While and DO Statements
  - How to Create test cases
  - How to Convert Test cases into Templates
- Test Case Design (TCD)
  - How to create Test case design
  - How to Link Test sheet with test cases
- Test Data Management using Excel
  - How to pass test data from Excel files
- Execution Lists & Mandates
  - How to Create Execution List
  - Business Execution List
  - Test Mandates
- TOSCA Agent Configuration
  - TOSCA Agent Configuration
  - API Automation with TOS
- TOSCA API testing
- PDF Scanning
- Data Verificationin excel by scanning the Excel
- Data Verification in excel by using standard modules
- Tables steering with Tosca
- Recovery scenario’s and cleanup scenarios.
- Dex concept, Test Event

Events

Salesforce Automation with TOSCA – CRM, Data Validation, API & E2E Process Testing Day 2

Event Information

Salesforce Automation with TOSCA – CRM, Data Validation, API & E2E Process Testing

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