Salesforce Fusion Recorder

With the Salesforce Fusion Recorder, you can automate Salesforce workflows quickly and intuitively by simply interacting with the live application. As you perform actions inside Salesforce, the recorder silently captures your steps and converts them into Leapwork building blocks, ready for editing, execution, and reuse.

It works only with browser-based platforms like D365 F&O and Salesforce. It does not support desktop apps, remote sessions, or virtual environments (e.g., Citrix or RemoteApp). When using the Fusion Recorder, make sure you open the web version of your system in Microsoft Edge.

Using the Salesforce Fusion Recorder

To launch the Salesforce Fusion Recorder:

1. Right-click anywhere on the design canvas in Studio.

2. Select Start Salesforce Recorder.

This will open a login modal.

2. Provide the credentials and URL to connect to your Salesforce environment:

• Browser: Select the browser to use.

• Web address: Enter the Salesforce login or app URL.

• Username: Provide your Salesforce login name.

• Password: Provide your password securely.

3. Click Start.

A new browser session is launched successfully, and Salesforce is opened with the recorder attached. If Salesforce is already open, the recorder attaches to that window instead.

The Recorder Widget

Once connected, the Salesforce Fusion Recorder widget appears as an overlay in the browser. It allows you to control and manage the flow recording from within the application.

The widget includes:

• Record / Stop: Start or pause the recording.

• Run / Cancel: Test the recorded steps live in Salesforce.

• Save: Save the recorded flow to Leapwork Studio.

• Clear: Remove all recorded steps and reset the recorder.

As you interact with Salesforce, actions are automatically captured, no manual block insertion or element identification is needed.

Executing actions

Once recording is started, you can begin interacting with the Salesforce interface. The recorder automatically detects and stores each supported action. These include:

• Click buttons and links

• Enter text into input fields

• Select dropdown, radio, or checkbox options

• Use toggles and combo boxes

Each block includes editable fields where you can refine details such as text input, toggle state, or selected value.

Each action is stored and displayed in the recorder interface with relevant details. For instance, when interacting with a dropdown, available values are retrieved and shown to the user for review and adjustment.

Running the Flow

To test the recorded steps before saving, use the Run button in the widget. This feature allows you to:

• Execute the recorded sequence of actions

• View the success or failure status

• Review the total execution time

This validation helps ensure the recorded flow behaves as expected prior to saving.

Saving and Editing in Studio

Once the desired actions have been captured, you simply have to click Save in the recorder widget. Leapwork will return focus to the Studio interface, and the newly created flow will appear on the canvas as individual building blocks.

Each block includes editable fields where you can refine details such as text input, toggle state, or selected value. These modifications can be made without re-recording the entire flow. 

The Salesforce Fusion Recorder also includes features that improve flow authoring:

• Dynamic block labels: Each block shows the actual name of the captured element.

• Inline editing: Dropdowns, inputs, and other fields retain real values and can be edited on the fly.

• Visual execution feedback: Run blocks live and view results before saving.

• Flow continuation: Reopen the recorder mid-flow to continue recording from any point.

Clearing the Recording

To reset the recorder, click the Clear button in the widget.