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Automate Your Business Processes with Salesforce Flow
Set Up and Run a Test Scenario (Beta)

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Set Up and Run a Test Scenario (Beta)

Configure test data and run options, and then run the scenario in Test Mode (beta).

Required Editions

View supported editions.
User Permissions Needed
To open, edit, create, activate or deactivate a flow using all flow types, elements, and features available in Flow Builder, including Einstein and Agentforce for Flow: Manage Flow
Note
Note Test mode is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.
  1. Open the Flows list view.
    • From the Automation app, select the Flows tab.
    • From the Flows tab in any Lightning app, click the actions menu and select Open Flow.
    • From Setup, in the Quick Find box, enter Flows, and then select Flows.
    Note that the Automation app and Flows tab options don't require Setup access.
  2. Open the flow that you want to test.
  3. Click Test.
    The test configuration panel opens, showing whatever you last had opened in test mode for this flow. If it's the first time opening Test Mode for this flow, a new, unsaved test scenario opens.
    Test mode opened with test scenario configuration panel
  4. If Test Mode opens to the list of saved scenarios, click New Scenario in the Manually Evaluated or Automatically Evaluated tab, or click New Scenario.
  5. (Optional) In the Details section, enter a label and description for the scenario.
    Flow Builder generates the API name from the label. The API name becomes read-only after you save. The label and API name are required to save the scenario.
  6. (Optional) Turn on Scenario Testing Automation.
    With Scenario Testing Automation, you can automatically evaluate test scenarios and use isolated test data from an Apex class. Learn more in Automated Flow Testing. For a record-triggered flow that's configured to trigger only when a record is deleted, this toggle is disabled. Only manually evaluated test scenarios support a flow that's triggered on deletion.
    Toggle for turning automatic scenario testing on and off
  7. For record-triggered flows, for Select Path, select the flow path that you want to test. The default is Run Immediately.
    If you don't have a scheduled path or an asynchronous path, the only option is Run Immediately.
  8. If Scenario Testing Automation is selected, for Select Data Source, select Run from Org Data to use live data from your org, or Run from Data Silo to use isolated test data.
    If you select Run from Data Silo, the required Apex Test Setup field shows. Select the Apex @testSetup class that sets up the isolated test data. Learn more in Test a Flow with Isolated Test Data.
  9. Provide the data that starts the flow.
    • For a record-triggered flow, for Set Triggering Record, search for and select a record. The scenario runs the flow as if this record is created, updated, or deleted (depending on how your flow's configured).
    • For an autolaunched flow with input variables, for Define Input Values, set the value for each input variable. If you don't specify a value, the scenario uses the input's default value. Apex-defined variables aren't supported.
  10. For a record-triggered flow that's configured when a record is created or updated, select whether to run the scenario as if the record is created or updated.
  11. For a record-triggered flow that's configured when a record is updated, or created or updated, select Updated and click Update Record to expand the section.
  12. Enter the field values that the scenario uses to simulate the update.
    1. To prefill the form with the record's current values, click Apply Initial Triggering Record Values.
    2. To clear the values, click Clear Fields.
      These changes simulate the update and aren't saved to your org.
    Test scenario panel with updated record configuration
  13. If Scenario Testing Automation is on, for Expected Results (Assertions), set the resource, operator, and value for each assertion. To add an assertion, click Add Assertion.
    Learn more in Automated Flow Testing.
  14. In the Select Run Options section, configure the available options.
    • For a record-triggered flow, to run the scenario even if the triggering record doesn't meet the flow's entry conditions, select Skip start condition requirements.
    • For an autolaunched flow, to control how the scenario handles Wait elements in the flow, select Debug wait element behavior.
    • For a manually configured test scenario (Scenario Testing Automation is off), to run the scenario as a specific user, select Run automation as another user. Learn more in Turn On Debugging and Testing Flows as Another User.
    • Run automation in rollback mode is on by default. Rollback is required, and you can't turn it off for scenarios with assertions and for record-triggered flows.
  15. Click Save Scenario.
    The scenario saves using the label, API name, and description that you entered.
  16. For Select Flow Versions, move the flow versions that you want to test to Selected Flow Versions.
  17. Click Run Scenario.

After the scenario runs, the Details tab shows the run's execution path and any errors.

For an automatically evaluated scenario, the Expected Results tab also shows each assertion's status, condition, and actual value. Learn how to interpret these results in Interpret Test Scenario Results in Test Mode (Beta).

To view, run, or manage all saved test scenarios, click the back arrow from the test scenario. Learn more in Manage Test Scenarios (Beta).

See Also

 
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