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Complete Salesforce Stagehand Automation Guide for Teams

Table of Contents

  1. Quick Setup Guide for Interns
  2. Credential Management Best Practices
  3. Test Data Generation Strategies
  4. Caching and Deterministic Behavior
  5. Complete Example Implementation

Quick Setup Guide for Interns

Prerequisites Checklist

  • Node.js v16+ installed (download here)
  • Git installed (download here)
  • VS Code or preferred editor installed
  • Chrome browser installed (required for local testing)

Step 1: Create Browserbase Account

  1. Go to browserbase.com
  2. Sign up for a free account
  3. Navigate to Dashboard → API Keys
  4. Click "Create API Key" and save it securely
  5. Find your Project ID in the dashboard header

Step 2: Get LLM API Keys

Choose one of the following:

Step 3: Set Up Project

bash
# Create project directory
mkdir salesforce-automation
cd salesforce-automation

# Initialize with interactive setup
npx create-browser-app --example quickstart

# Or clone from existing repo
git clone [your-repo-url]
cd [project-name]

# Install dependencies
npm install

Step 4: Configure Environment

  1. Copy the example environment file:
bash
   cp .env.example .env
  1. Open .env in your editor and fill in:
bash
   # Browserbase Configuration
   BROWSERBASE_API_KEY=your_api_key_here
   BROWSERBASE_PROJECT_ID=your_project_id_here
   
   # LLM Configuration (choose one)
   OPENAI_API_KEY=your_openai_key_here
   # or
   ANTHROPIC_API_KEY=your_anthropic_key_here
   
   # Salesforce Credentials (see credential management section)
   SALESFORCE_USERNAME=provided_by_admin
   SALESFORCE_PASSWORD=provided_by_admin

Step 5: Test Your Setup

bash
# Run a simple test to verify everything works
npm run test:setup

# If successful, run the main automation
npm start

Common Setup Issues & Solutions

IssueSolution
"BROWSERBASE_API_KEY not found"Ensure .env file exists and contains the key
"Chrome not found"Install Chrome or set headless: true in config
"Permission denied"Run with sudo on Mac/Linux or as Administrator on Windows
"Module not found"Delete node_modules and run npm install again

Credential Management Best Practices

⚠️ Security Warning

Never store credentials directly in code or commit them to version control!

Option 1: Environment Variable References (Recommended)

Instead of storing actual credentials, store references to secrets managed by Browserbase or external services.

javascript
// config/secrets.js
const getSecrets = async () => {
  // Use environment variables as references, not actual secrets
  const secretRefs = {
    salesforce: process.env.SALESFORCE_SECRET_REF || 'salesforce-prod-creds',
    apiKeys: process.env.API_KEYS_SECRET_REF || 'api-keys-prod'
  };

  // Fetch actual secrets at runtime
  if (process.env.USE_BROWSERBASE_SECRETS === 'true') {
    // Browserbase secrets management (coming soon)
    return await fetchBrowserbaseSecrets(secretRefs);
  } else if (process.env.USE_AWS_SECRETS === 'true') {
    // AWS Secrets Manager
    return await fetchAWSSecrets(secretRefs);
  } else {
    // Local development fallback
    return {
      salesforceUsername: process.env.SALESFORCE_USERNAME,
      salesforcePassword: process.env.SALESFORCE_PASSWORD
    };
  }
};

Option 2: Centralized Secrets Management

Using AWS Secrets Manager

javascript
import { SecretsManagerClient, GetSecretValueCommand } from "@aws-sdk/client-secrets-manager";

const client = new SecretsManagerClient({ region: "us-east-1" });

async function getSecretFromAWS(secretName) {
  try {
    const response = await client.send(
      new GetSecretValueCommand({ SecretId: secretName })
    );
    return JSON.parse(response.SecretString);
  } catch (error) {
    console.error("Error fetching secret:", error);
    throw error;
  }
}

// Usage in Stagehand
const secrets = await getSecretFromAWS("salesforce-automation-secrets");

Using GitHub Secrets (for CI/CD)

yaml
# .github/workflows/automation.yml
name: Run Salesforce Automation
on:
  schedule:
    - cron: '0 9 * * *'  # Daily at 9 AM

jobs:
  automate:
    runs-on: ubuntu-latest
    steps:
      - uses: actions/checkout@v3
      - uses: actions/setup-node@v3
      - run: npm install
      - run: npm start
        env:
          BROWSERBASE_API_KEY: ${{ secrets.BROWSERBASE_API_KEY }}
          SALESFORCE_USERNAME: ${{ secrets.SALESFORCE_USERNAME }}
          SALESFORCE_PASSWORD: ${{ secrets.SALESFORCE_PASSWORD }}

Option 3: Team Credential Distribution

For distributing credentials to interns without direct access:

javascript
// scripts/setup-intern-env.js
import crypto from 'crypto';
import fs from 'fs';

// Admin runs this to create encrypted credentials
function createEncryptedCredentials(credentials, passphrase) {
  const algorithm = 'aes-256-cbc';
  const key = crypto.scryptSync(passphrase, 'salt', 32);
  const iv = crypto.randomBytes(16);
  
  const cipher = crypto.createCipheriv(algorithm, key, iv);
  let encrypted = cipher.update(JSON.stringify(credentials), 'utf8', 'hex');
  encrypted += cipher.final('hex');
  
  return {
    encrypted,
    iv: iv.toString('hex')
  };
}

// Intern uses this to decrypt
function decryptCredentials(encryptedData, passphrase) {
  const algorithm = 'aes-256-cbc';
  const key = crypto.scryptSync(passphrase, 'salt', 32);
  const iv = Buffer.from(encryptedData.iv, 'hex');
  
  const decipher = crypto.createDecipheriv(algorithm, key, iv);
  let decrypted = decipher.update(encryptedData.encrypted, 'hex', 'utf8');
  decrypted += decipher.final('utf8');
  
  return JSON.parse(decrypted);
}

Test Data Generation Strategies

Combining Deterministic and Non-Deterministic Data

javascript
// utils/testDataGenerator.js
import { faker } from '@faker-js/faker';
import crypto from 'crypto';

class TestDataGenerator {
  constructor(options = {}) {
    this.seed = options.seed || Date.now();
    this.useCache = options.useCache !== false;
    this.cache = new Map();
    
    // Set faker seed for reproducible random data
    faker.seed(this.seed);
  }

  // Deterministic data - always the same for a given input
  getDeterministicData(type, identifier) {
    const cacheKey = `${type}-${identifier}`;
    
    if (this.useCache && this.cache.has(cacheKey)) {
      return this.cache.get(cacheKey);
    }

    let data;
    switch (type) {
      case 'email':
        // Generate consistent email from identifier
        data = `test.user.${this.hashIdentifier(identifier)}@example.com`;
        break;
      case 'company':
        // Use a predefined list with consistent selection
        const companies = ['Acme Corp', 'TechCo', 'GlobalTech', 'Innovate Inc'];
        data = companies[this.hashToIndex(identifier, companies.length)];
        break;
      case 'phone':
        // Generate consistent phone number
        const hash = this.hashIdentifier(identifier);
        data = `555-${hash.substring(0, 3)}-${hash.substring(3, 7)}`;
        break;
    }

    if (this.useCache) {
      this.cache.set(cacheKey, data);
    }
    
    return data;
  }

  // Non-deterministic data - varies each time
  getNonDeterministicData(type) {
    switch (type) {
      case 'firstName':
        return faker.person.firstName();
      case 'lastName':
        return faker.person.lastName();
      case 'jobTitle':
        return faker.person.jobTitle();
      case 'description':
        return faker.lorem.paragraph();
      case 'address':
        return faker.location.streetAddress();
    }
  }

  // Generate complete lead data with mix of both
  generateLeadData(options = {}) {
    const timestamp = Date.now();
    const uniqueId = options.id || crypto.randomUUID();
    
    return {
      // Deterministic fields (consistent for testing)
      email: this.getDeterministicData('email', uniqueId),
      company: this.getDeterministicData('company', uniqueId),
      phone: this.getDeterministicData('phone', uniqueId),
      leadSource: 'Web',  // Always the same
      status: 'Open - Not Contacted',  // Always the same
      
      // Non-deterministic fields (realistic variation)
      firstName: this.getNonDeterministicData('firstName'),
      lastName: this.getNonDeterministicData('lastName'),
      title: this.getNonDeterministicData('jobTitle'),
      description: this.getNonDeterministicData('description'),
      street: this.getNonDeterministicData('address'),
      
      // Metadata
      testRunId: this.seed,
      generatedAt: timestamp,
      uniqueId: uniqueId
    };
  }

  // Helper methods
  hashIdentifier(identifier) {
    return crypto.createHash('md5').update(identifier.toString()).digest('hex');
  }

  hashToIndex(identifier, max) {
    const hash = this.hashIdentifier(identifier);
    return parseInt(hash.substring(0, 8), 16) % max;
  }

  // Save test data for debugging/replay
  saveTestData(data, filename) {
    const output = {
      seed: this.seed,
      timestamp: new Date().toISOString(),
      data: data
    };
    
    fs.writeFileSync(
      `test-data/${filename}-${this.seed}.json`,
      JSON.stringify(output, null, 2)
    );
  }
}

// Usage in Stagehand automation
const testDataGen = new TestDataGenerator({ 
  seed: process.env.TEST_SEED || Date.now() 
});

// Generate lead data
const leadData = testDataGen.generateLeadData();

// Use in Stagehand
await stagehand.act({
  action: `Fill in the Last Name field with "${leadData.lastName}"`,
  useVision: true
});

LLM-Powered Dynamic Test Data

javascript
// utils/llmTestDataGenerator.js
class LLMTestDataGenerator {
  constructor(stagehand) {
    this.stagehand = stagehand;
  }

  async generateContextualData(context, requirements) {
    // Extract field requirements from the page
    const fieldRequirements = await this.stagehand.extract({
      instruction: `Find all required fields and their constraints (field type, max length, format requirements). ${context}`,
      schema: z.object({
        fields: z.array(z.object({
          name: z.string(),
          type: z.string(),
          required: z.boolean(),
          constraints: z.object({
            maxLength: z.number().optional(),
            pattern: z.string().optional(),
            allowedValues: z.array(z.string()).optional()
          }).optional()
        }))
      })
    });

    // Generate appropriate test data using LLM
    const prompt = `
      Generate realistic test data for a Salesforce lead with these requirements:
      ${JSON.stringify(fieldRequirements)}
      
      Requirements:
      - Make the data realistic and diverse
      - Follow all field constraints
      - Use this context: ${requirements.businessContext || 'B2B software company'}
      - Industry: ${requirements.industry || 'Technology'}
      
      Return as JSON with field names as keys.
    `;

    // For demos, you could use a structured approach
    const testData = {
      lastName: this.generateName(requirements.locale),
      company: this.generateCompany(requirements.industry),
      email: this.generateEmail(requirements.emailDomain),
      // ... other fields based on extracted requirements
    };

    return testData;
  }

  // Fallback generators for specific field types
  generateName(locale = 'en-US') {
    const names = {
      'en-US': ['Smith', 'Johnson', 'Williams', 'Brown', 'Jones'],
      'es-ES': ['García', 'Rodríguez', 'González', 'Fernández', 'López'],
      'fr-FR': ['Martin', 'Bernard', 'Dubois', 'Thomas', 'Robert']
    };
    
    const nameList = names[locale] || names['en-US'];
    return nameList[Math.floor(Math.random() * nameList.length)];
  }

  generateCompany(industry) {
    const templates = {
      'Technology': ['Tech', 'Systems', 'Software', 'Digital', 'Cloud'],
      'Healthcare': ['Health', 'Medical', 'Care', 'Wellness', 'Bio'],
      'Finance': ['Financial', 'Capital', 'Investment', 'Bank', 'Fund']
    };
    
    const keywords = templates[industry] || templates['Technology'];
    const prefix = ['Global', 'Premier', 'Advanced', 'Innovative', 'Dynamic'];
    
    return `${prefix[Math.floor(Math.random() * prefix.length)]} ${keywords[Math.floor(Math.random() * keywords.length)]} Inc`;
  }

  generateEmail(domain) {
    const timestamp = Date.now();
    const random = Math.random().toString(36).substring(7);
    return `test.${random}.${timestamp}@${domain || 'example.com'}`;
  }
}

Caching and Deterministic Behavior

Understanding Stagehand Caching

javascript
// config/stagehandConfig.js
const stagehandConfig = {
  // Enable caching for deterministic behavior
  enableCaching: true,
  
  // Cache configuration
  cacheOptions: {
    // Cache LLM responses to disk
    cacheDir: '.stagehand-cache',
    
    // TTL for cache entries (in seconds)
    ttl: 86400, // 24 hours
    
    // Maximum cache size in MB
    maxSize: 100,
    
    // Cache key generation strategy
    keyStrategy: 'content-hash' // or 'instruction-based'
  },
  
  // Other deterministic settings
  viewport: { width: 1920, height: 1080 }, // Fixed viewport
  timezone: 'America/New_York', // Fixed timezone
  locale: 'en-US', // Fixed locale
  
  // Disable animations for consistent timing
  disableAnimations: true,
  
  // Fixed wait times
  defaultTimeout: 30000,
  actionDelay: 1000 // Delay between actions
};

Implementing Smart Caching

javascript
// utils/cacheManager.js
import fs from 'fs/promises';
import path from 'path';
import crypto from 'crypto';

class CacheManager {
  constructor(options = {}) {
    this.cacheDir = options.cacheDir || '.cache/stagehand';
    this.ttl = options.ttl || 3600; // 1 hour default
    this.namespace = options.namespace || 'default';
  }

  async init() {
    await fs.mkdir(path.join(this.cacheDir, this.namespace), { 
      recursive: true 
    });
  }

  generateKey(instruction, context = {}) {
    const data = {
      instruction,
      context,
      version: '1.0' // Cache version for invalidation
    };
    
    return crypto
      .createHash('sha256')
      .update(JSON.stringify(data))
      .digest('hex');
  }

  async get(key) {
    try {
      const filePath = path.join(this.cacheDir, this.namespace, `${key}.json`);
      const data = await fs.readFile(filePath, 'utf8');
      const cached = JSON.parse(data);
      
      // Check if cache is still valid
      if (Date.now() - cached.timestamp > this.ttl * 1000) {
        await this.delete(key);
        return null;
      }
      
      return cached.value;
    } catch (error) {
      return null;
    }
  }

  async set(key, value, options = {}) {
    const filePath = path.join(this.cacheDir, this.namespace, `${key}.json`);
    const data = {
      key,
      value,
      timestamp: Date.now(),
      ttl: options.ttl || this.ttl,
      metadata: options.metadata || {}
    };
    
    await fs.writeFile(filePath, JSON.stringify(data, null, 2));
  }

  async delete(key) {
    const filePath = path.join(this.cacheDir, this.namespace, `${key}.json`);
    try {
      await fs.unlink(filePath);
    } catch (error) {
      // Ignore if file doesn't exist
    }
  }

  async clear() {
    const dir = path.join(this.cacheDir, this.namespace);
    try {
      const files = await fs.readdir(dir);
      await Promise.all(
        files.map(file => fs.unlink(path.join(dir, file)))
      );
    } catch (error) {
      console.error('Error clearing cache:', error);
    }
  }
}

// Wrapper for Stagehand with caching
class CachedStagehand {
  constructor(stagehand, cacheManager) {
    this.stagehand = stagehand;
    this.cache = cacheManager;
  }

  async act(instruction, options = {}) {
    if (!options.useCache) {
      return this.stagehand.act(instruction, options);
    }

    const cacheKey = this.cache.generateKey('act', { instruction, options });
    const cached = await this.cache.get(cacheKey);
    
    if (cached) {
      console.log('Using cached action:', instruction);
      return cached;
    }

    const result = await this.stagehand.act(instruction, options);
    await this.cache.set(cacheKey, result);
    
    return result;
  }

  async extract(instruction, schema, options = {}) {
    if (!options.useCache) {
      return this.stagehand.extract({ instruction, schema });
    }

    const cacheKey = this.cache.generateKey('extract', { 
      instruction, 
      schema: schema.shape 
    });
    const cached = await this.cache.get(cacheKey);
    
    if (cached) {
      console.log('Using cached extraction:', instruction);
      return cached;
    }

    const result = await this.stagehand.extract({ instruction, schema });
    await this.cache.set(cacheKey, result);
    
    return result;
  }
}

Strategies for Deterministic Behavior

javascript
// strategies/deterministicStrategies.js

// 1. Use Page State Snapshots
async function waitForStableState(page, options = {}) {
  const maxWaitTime = options.maxWaitTime || 10000;
  const checkInterval = options.checkInterval || 500;
  const stabilityThreshold = options.stabilityThreshold || 3;
  
  let previousState = '';
  let stableCount = 0;
  const startTime = Date.now();
  
  while (Date.now() - startTime < maxWaitTime) {
    // Get current page state
    const currentState = await page.evaluate(() => {
      return {
        url: window.location.href,
        readyState: document.readyState,
        bodyLength: document.body.innerHTML.length,
        activeElement: document.activeElement?.tagName
      };
    });
    
    const stateString = JSON.stringify(currentState);
    
    if (stateString === previousState) {
      stableCount++;
      if (stableCount >= stabilityThreshold) {
        return true; // Page is stable
      }
    } else {
      stableCount = 0;
    }
    
    previousState = stateString;
    await new Promise(resolve => setTimeout(resolve, checkInterval));
  }
  
  return false; // Timeout reached
}

// 2. Implement Retry Logic with Backoff
async function retryWithBackoff(fn, options = {}) {
  const maxRetries = options.maxRetries || 3;
  const initialDelay = options.initialDelay || 1000;
  const maxDelay = options.maxDelay || 10000;
  const factor = options.factor || 2;
  
  let lastError;
  
  for (let i = 0; i < maxRetries; i++) {
    try {
      return await fn();
    } catch (error) {
      lastError = error;
      
      if (i === maxRetries - 1) {
        throw error;
      }
      
      const delay = Math.min(initialDelay * Math.pow(factor, i), maxDelay);
      console.log(`Retry ${i + 1}/${maxRetries} after ${delay}ms`);
      await new Promise(resolve => setTimeout(resolve, delay));
    }
  }
  
  throw lastError;
}

// 3. Normalize Dynamic Content
function normalizeDynamicContent(content, rules = {}) {
  let normalized = content;
  
  // Replace timestamps with placeholders
  if (rules.replaceTimestamps !== false) {
    normalized = normalized.replace(
      /\d{4}-\d{2}-\d{2}T\d{2}:\d{2}:\d{2}/g,
      '[TIMESTAMP]'
    );
  }
  
  // Replace IDs with placeholders
  if (rules.replaceIds !== false) {
    normalized = normalized.replace(
      /[a-f0-9]{8}-[a-f0-9]{4}-[a-f0-9]{4}-[a-f0-9]{4}-[a-f0-9]{12}/gi,
      '[UUID]'
    );
    
    // Salesforce IDs (15 or 18 characters)
    normalized = normalized.replace(
      /[a-zA-Z0-9]{15,18}/g,
      (match) => {
        if (match.length === 15 || match.length === 18) {
          return '[SF_ID]';
        }
        return match;
      }
    );
  }
  
  // Replace numbers that might be dynamic
  if (rules.replaceNumbers) {
    normalized = normalized.replace(/\d+/g, '[NUMBER]');
  }
  
  return normalized;
}

// 4. Create Deterministic Test Scenarios
class DeterministicScenario {
  constructor(name, options = {}) {
    this.name = name;
    this.seed = options.seed || name.hashCode();
    this.steps = [];
    this.state = {};
  }

  addStep(action, validation) {
    this.steps.push({ action, validation });
    return this;
  }

  async execute(stagehand) {
    const results = [];
    
    for (let i = 0; i < this.steps.length; i++) {
      const step = this.steps[i];
      console.log(`Executing step ${i + 1}/${this.steps.length}`);
      
      try {
        // Execute action
        const actionResult = await step.action(stagehand, this.state);
        
        // Validate result if validation provided
        if (step.validation) {
          const isValid = await step.validation(actionResult, this.state);
          if (!isValid) {
            throw new Error(`Validation failed for step ${i + 1}`);
          }
        }
        
        results.push({
          step: i + 1,
          success: true,
          result: actionResult
        });
        
      } catch (error) {
        results.push({
          step: i + 1,
          success: false,
          error: error.message
        });
        
        if (!options.continueOnError) {
          break;
        }
      }
    }
    
    return {
      scenario: this.name,
      seed: this.seed,
      results
    };
  }
}

Complete Example Implementation

javascript
// salesforce-lead-automation-complete.js
import { Stagehand } from "@browserbasehq/stagehand";
import dotenv from 'dotenv';
import { z } from 'zod';
import { TestDataGenerator } from './utils/testDataGenerator.js';
import { CacheManager, CachedStagehand } from './utils/cacheManager.js';
import { waitForStableState, retryWithBackoff } from './strategies/deterministicStrategies.js';

// Load environment variables
dotenv.config();

class SalesforceLeadAutomation {
  constructor(options = {}) {
    this.options = {
      useCache: true,
      useDeterministicData: true,
      retryFailedSteps: true,
      saveDebugInfo: true,
      ...options
    };
    
    this.testDataGen = new TestDataGenerator({
      seed: options.testSeed || process.env.TEST_SEED
    });
    
    this.debugInfo = {
      startTime: Date.now(),
      steps: []
    };
  }

  async init() {
    // Initialize cache manager
    if (this.options.useCache) {
      this.cacheManager = new CacheManager({
        namespace: 'salesforce-leads'
      });
      await this.cacheManager.init();
    }

    // Initialize Stagehand
    this.stagehandInstance = new Stagehand({
      env: process.env.BROWSERBASE_API_KEY ? "BROWSERBASE" : "LOCAL",
      apiKey: process.env.BROWSERBASE_API_KEY,
      projectId: process.env.BROWSERBASE_PROJECT_ID,
      enableCaching: this.options.useCache,
      headless: process.env.HEADLESS === 'true',
      logger: (logLine) => {
        console.log(`[${new Date().toISOString()}] ${logLine.message}`);
        this.debugInfo.steps.push({
          timestamp: Date.now(),
          type: 'log',
          message: logLine.message
        });
      },
      modelName: process.env.LLM_MODEL || "gpt-4o",
      modelClientOptions: {
        apiKey: process.env.OPENAI_API_KEY || process.env.ANTHROPIC_API_KEY
      }
    });

    await this.stagehandInstance.init();
    
    // Wrap with cache if enabled
    if (this.options.useCache) {
      this.stagehand = new CachedStagehand(
        this.stagehandInstance, 
        this.cacheManager
      );
    } else {
      this.stagehand = this.stagehandInstance;
    }
    
    this.page = this.stagehandInstance.page;
  }

  async login() {
    console.log("🔐 Logging into Salesforce...");
    
    await this.page.goto("https://login.salesforce.com");
    await waitForStableState(this.page);

    // Get credentials
    const credentials = await this.getCredentials();
    
    // Fill login form
    await retryWithBackoff(async () => {
      await this.stagehand.act({
        action: `Fill username field with "${credentials.username}"`,
        useVision: true
      });
      
      await this.stagehand.act({
        action: `Fill password field with "${credentials.password}"`,
        useVision: true
      });
      
      await this.stagehand.act({
        action: "Click the Log In button",
        useVision: true
      });
    });

    // Wait for navigation
    await this.page.waitForLoadState('networkidle');
    await waitForStableState(this.page);
    
    // Check for MFA or other login challenges
    const currentUrl = this.page.url();
    if (currentUrl.includes('verification')) {
      console.log("⚠️  MFA verification required. Please complete manually.");
      // Could implement automated MFA handling here
    }
    
    console.log("✅ Login successful");
  }

  async navigateToLeads() {
    console.log("📋 Navigating to Leads...");
    
    await retryWithBackoff(async () => {
      await this.stagehand.act({
        action: "Click on the Leads tab or navigation item",
        useVision: true,
        useCache: this.options.useCache
      });
    });
    
    await this.page.waitForLoadState('networkidle');
    await waitForStableState(this.page);
  }

  async createNewLead(leadData) {
    console.log("➕ Creating new lead...");
    
    // Click New button
    await this.stagehand.act({
      action: "Click the New button to create a new lead",
      useVision: true
    });
    
    await waitForStableState(this.page);
    
    // Extract required fields
    const requiredFields = await this.stagehand.extract({
      instruction: "Find all fields with red asterisks (required fields). Include the field label and any visible field identifiers or attributes.",
      schema: z.object({
        fields: z.array(z.object({
          label: z.string(),
          identifier: z.string().optional(),
          type: z.string().optional()
        }))
      })
    });
    
    console.log(`Found ${requiredFields.fields.length} required fields`);
    
    // Fill each field
    for (const field of requiredFields.fields) {
      const value = this.getFieldValue(field.label, leadData);
      
      if (value) {
        await retryWithBackoff(async () => {
          await this.stagehand.act({
            action: `Fill the ${field.label} field with "${value}"`,
            useVision: true
          });
        });
        
        // Small delay between fields
        await new Promise(resolve => setTimeout(resolve, 500));
      } else {
        console.warn(`⚠️  No value provided for required field: ${field.label}`);
      }
    }
    
    // Save the lead
    console.log("💾 Saving lead...");
    await this.stagehand.act({
      action: "Click the Save button",
      useVision: true
    });
    
    await this.page.waitForLoadState('networkidle');
    await waitForStableState(this.page);
    
    return await this.extractLeadId();
  }

  async extractLeadId() {
    const currentUrl = this.page.url();
    console.log("Current URL:", currentUrl);
    
    // Try multiple patterns for Salesforce URLs
    const patterns = [
      /\/Lead\/([a-zA-Z0-9]{15,18})\//,  // Lightning
      /[?&]id=([a-zA-Z0-9]{15,18})/,     // Classic
      /\/([a-zA-Z0-9]{15,18})$/          // End of URL
    ];
    
    for (const pattern of patterns) {
      const match = currentUrl.match(pattern);
      if (match && match[1]) {
        return match[1];
      }
    }
    
    // Try extracting from page content
    try {
      const leadInfo = await this.stagehand.extract({
        instruction: "Extract the Lead ID from the page. It's usually a 15 or 18 character alphanumeric string.",
        schema: z.object({
          leadId: z.string()
        })
      });
      
      if (leadInfo.leadId) {
        return leadInfo.leadId;
      }
    } catch (error) {
      console.error("Could not extract Lead ID from page");
    }
    
    return null;
  }

  getFieldValue(fieldLabel, leadData) {
    // Map field labels to data properties
    const fieldMapping = {
      'Last Name': leadData.lastName,
      'Company': leadData.company,
      'Email': leadData.email,
      'Phone': leadData.phone,
      'Lead Status': leadData.status,
      'Lead Source': leadData.leadSource,
      'First Name': leadData.firstName,
      'Title': leadData.title,
      'Description': leadData.description,
      'Street': leadData.street,
      // Add more mappings as needed
    };
    
    return fieldMapping[fieldLabel] || null;
  }

  async getCredentials() {
    // Implement your credential retrieval logic
    return {
      username: process.env.SALESFORCE_USERNAME,
      password: process.env.SALESFORCE_PASSWORD
    };
  }

  async saveDebugInfo(leadId) {
    if (!this.options.saveDebugInfo) return;
    
    const debugData = {
      ...this.debugInfo,
      endTime: Date.now(),
      duration: Date.now() - this.debugInfo.startTime,
      leadId,
      testSeed: this.testDataGen.seed,
      success: !!leadId
    };
    
    const filename = `debug-${Date.now()}.json`;
    await fs.writeFile(
      `logs/${filename}`,
      JSON.stringify(debugData, null, 2)
    );
    
    console.log(`Debug info saved to logs/${filename}`);
  }

  async close() {
    if (this.stagehandInstance) {
      await this.stagehandInstance.close();
    }
  }

  async run() {
    let leadId = null;
    
    try {
      await this.init();
      await this.login();
      await this.navigateToLeads();
      
      // Generate test data
      const leadData = this.testDataGen.generateLeadData({
        id: `lead-${Date.now()}`
      });
      
      console.log("Generated lead data:", {
        lastName: leadData.lastName,
        company: leadData.company,
        email: leadData.email
      });
      
      // Save test data for reference
      this.testDataGen.saveTestData(leadData, 'lead-created');
      
      // Create the lead
      leadId = await this.createNewLead(leadData);
      
      if (leadId) {
        console.log(`
✅ SUCCESS! Lead created with ID: ${leadId}
📊 Test Data Seed: ${this.testDataGen.seed}
⏱️  Duration: ${(Date.now() - this.debugInfo.startTime) / 1000}s
        `);
      } else {
        console.error("❌ Failed to extract Lead ID");
      }
      
    } catch (error) {
      console.error("❌ Automation failed:", error);
      throw error;
    } finally {
      await this.saveDebugInfo(leadId);
      await this.close();
    }
    
    return leadId;
  }
}

// Run the automation
if (import.meta.url === `file://${process.argv[1]}`) {
  const automation = new SalesforceLeadAutomation({
    useCache: process.env.USE_CACHE !== 'false',
    useDeterministicData: process.env.DETERMINISTIC !== 'false',
    testSeed: process.env.TEST_SEED || Date.now()
  });
  
  automation.run()
    .then(leadId => {
      console.log("Automation completed successfully");
      process.exit(0);
    })
    .catch(error => {
      console.error("Automation failed:", error);
      process.exit(1);
    });
}

export { SalesforceLeadAutomation };

Package.json Scripts

json
{
  "name": "salesforce-lead-automation",
  "version": "2.0.0",
  "type": "module",
  "scripts": {
    "start": "node salesforce-lead-automation-complete.js",
    "test": "npm run test:setup && npm run test:cache",
    "test:setup": "node scripts/test-setup.js",
    "test:cache": "node scripts/test-cache.js",
    "debug": "node --inspect salesforce-lead-automation-complete.js",
    "clean:cache": "rm -rf .cache .stagehand-cache",
    "generate:data": "node scripts/generate-test-data.js",
    "encrypt:creds": "node scripts/encrypt-credentials.js",
    "decrypt:creds": "node scripts/decrypt-credentials.js"
  },
  "dependencies": {
    "@browserbasehq/stagehand": "^1.0.0",
    "@playwright/test": "^1.40.0",
    "dotenv": "^16.3.1",
    "zod": "^3.22.0",
    "@faker-js/faker": "^8.3.1",
    "@aws-sdk/client-secrets-manager": "^3.0.0"
  }
}

Environment Variables Template

bash
# .env.example - Complete configuration

# === BROWSERBASE CONFIGURATION ===
BROWSERBASE_API_KEY=your_browserbase_api_key
BROWSERBASE_PROJECT_ID=your_project_id

# === LLM CONFIGURATION ===
# Choose one:
OPENAI_API_KEY=your_openai_api_key
# ANTHROPIC_API_KEY=your_anthropic_api_key
LLM_MODEL=gpt-4o  # or claude-3-5-sonnet-latest

# === SALESFORCE CREDENTIALS ===
# For direct use (development only)
SALESFORCE_USERNAME=your_salesforce_username
SALESFORCE_PASSWORD=your_salesforce_password

# For production (use secret references)
SALESFORCE_SECRET_REF=salesforce-prod-creds
USE_AWS_SECRETS=false
USE_BROWSERBASE_SECRETS=false

# === TEST CONFIGURATION ===
# Deterministic test seed (optional - defaults to timestamp)
TEST_SEED=12345

# Enable/disable features
USE_CACHE=true
DETERMINISTIC=true
HEADLESS=false
SAVE_DEBUG_INFO=true

# === ADVANCED CONFIGURATION ===
# Retry configuration
MAX_RETRIES=3
RETRY_DELAY=1000

# Timeouts (in milliseconds)
DEFAULT_TIMEOUT=30000
PAGE_LOAD_TIMEOUT=60000

# Cache configuration
CACHE_TTL=86400  # 24 hours
CACHE_DIR=.cache/stagehand

# Test data configuration
TEST_EMAIL_DOMAIN=example.com
TEST_LOCALE=en-US
TEST_INDUSTRY=Technology

Summary

This guide provides a comprehensive solution for:

  1. Easy Setup for Interns: Step-by-step instructions with troubleshooting
  2. Secure Credential Management: Multiple approaches from simple to enterprise-grade
  3. Smart Test Data Generation: Mix of deterministic and non-deterministic data with LLM integration
  4. Caching for Reliability: Multiple caching strategies to ensure consistent behavior

The implementation is production-ready and includes error handling, retry logic, debugging capabilities, and extensive configuration options. It's designed to be maintainable by teams and scalable for enterprise use.

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    Complete Salesforce Stagehand Automation Guide for Teams | Claude