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Quickstart

Let's get your first regression test running. Connect Revenue Cloud, capture a baseline snapshot, and run automated diffs on every change.

Video coming soonQuickstart: connect, snapshot, run
Two-minute walkthrough of your first regression test.

Before you begin​

  • You need a Workspace Admin role to connect Salesforce orgs
  • Your Salesforce org should have Revenue Cloud quotes you can test against
  • Allow pop-ups if your browser blocks the OAuth redirect
Screenshot coming soononboarding-wizardRevsnap onboarding wizard showing three setup steps
The onboarding wizard on your dashboard guides you through the three core steps.

Step 1: Connect a Salesforce org​

  1. Open the Dashboard (/home) or go to Environments in the sidebar.
  2. Click Connect org.
  3. Choose Production or check Sandbox / test org if connecting a sandbox.
  4. Authorize Revsnap in Salesforce. Your refresh token is stored securely: we never store your password.

→ Full details: Connecting environments

Step 2: Capture your first snapshot​

  1. Go to Snapshots in the sidebar.
  2. Click Capture Snapshot.
  3. Select the connected org and enter a Quote ID from Revenue Cloud.
  4. Save the snapshot. This freezes the quote and its line items as your golden baseline.

→ Full details: Capturing snapshots

Step 3: Run a regression test​

  1. Open the snapshot you just captured.
  2. Click Run test (or start a run from the Snapshots list).
  3. Revsnap fetches live data from Salesforce and diffs it against your snapshot.
  4. Review the results: any pricing or configuration drift is highlighted.
Screenshot coming soonrun-results-firstFirst regression test results showing pass/fail status and diffs
Your first run shows whether live data still matches the snapshot baseline.

→ Full details: Running tests and Understanding results

What happens next?​

Once your first test passes, you have a working regression anchor. From here you can: