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Salesforce Testing: The Ultimate Guide

Evaluate bespoke application functionalities beyond those integrated into SDFC

ByHabilelabs
July 30th . 5 min read
Salesforce

Salesforce is the no. 1 CRM software in the world. This popular cloud-enabled platform offers customer relationship management (CRM) services to help organisations automate their sales and marketing processes.

Salesforce started as a SaaS (Software as a Service) for CRM software in 1999. With Salesforce, you can now develop applications, automate processes, analyze data, and even provide marketing services.

Additionally, this widely used CRM tool provides automatic upgrades, so you won’t have to worry about infrastructure or applications.

A multi-tenant architecture makes Salesforce an ideal solution for integrating APIs, freeing up capacity, increasing scalability, and lowering ownership costs with platform support.

Additionally, its AI-powered platform automates various marketing, financing, and human resource processes. It is a boon for small and large organizations because it allows them to focus on innovation, better customer service, and less technology maintenance.

What is Salesforce Used for?

Salesforce provides different services, including Platform as a Service (PaaS) and Community Cloud. You can use this platform for the following purposes:

  • It analyses customer data and extracts meaningful information from the data sets and identifies customers’ interests based on the accumulated data. With Salesforce, you can create visual dashboards using pictorials, pie charts, bar graphs, and tabular or gewAraphical forms.
  • Customers can take advantage of Salesforce’s customer service and support options, as well as CRM applications, to improve the quality of services and incorporate learning from previous experiences.
  • Salesforce can quickly integrate data from various social networking platforms. It also generates data-driven reports that you can easily understand, identifying customer insights. The data is analyzed in different ways of extracting data and visualization forms.

Benefits of Salesforce -

Salesforce

There are countless benefits of using Salesforce:

  • It is easy to use and affordable. The cost of the software varies depending on the size and needs of each business. As a result, even start-ups and small companies can use Salesforce.
  • In contrast with conventional CRM software that can take over a year to deploy, it helps organizations implement a complete CRM system in months or weeks.
  • Salesforce is effective because it allows organizations to customize the software in accordance with their business requirements. It also helps businesses enhance customer relationships and automate their marketing campaigns.
  • The Salesforce platform allows your growing business to be managed more comprehensively and holistically. With this software, you can keep track of all the information you need to stay on top of your customer profiles. All the information you need is at your fingertips, and you can find any lead or client you want, even if they are assigned to another representative!
  • It also simplifies account planning. Salesforce allows you to plan accounts on your own. By doing so, you can develop a solid relationship with the clients, and your representatives can adjust their strategies to get the desired outcome.
  • Using Salesforce’s checklist feature, you can stay organized throughout the day by keeping track of your to-do lists.

Salesforce Testing: What is it?

Now that you know about the Salesforce platform, its role, and its benefits, let’s look at what Salesforce Testing entails.

Salesforce testing’s primary purpose is to evaluate bespoke application functionalities instead of those integrated into SDFC (SalesForceDotCom). SDFC offers customers the option of tailoring everything to their needs.

Salesforce testing guarantees that feature upgrades and enhancements do not fail or jeopardise other components of your Salesforce infrastructure.

Importance of Salesforce Testing -

  • Salesforce Testing lets you ensure if the code is functional;
  • Based on business requirements, it assists in verifying that the application can successfully meet client needs.
  • The method helps detect issues earlier in testing, making it easier to resolve them.

Salesforce initially offered services using the Classic Platform, Aloha, which was popular during the 2000s. This was later supplemented by SF’s first PaaS offering, Force.com.

The Lightning platform is one of the most recent additions to SF’s product line, and it has several additional functionalities, security features, and an improved user interface.

Stages of Salesforce Testing -

Salesforce

The Salesforce application development life cycle follows the same phases as any other platform:

  • Unit Testing: Most unit tests are performed by developers themselves. Test scenarios are not specific to users. They tend to be very specific.
  • System Testing: This test is performed by testers/QA professionals. Functional requirements and use cases drive it.
  • Acceptance Testing: During acceptance testing, a software system is tested to make sure it meets all of its predetermined requirements. It analyses if the system meets business, technological, and aesthetic objectives, ensuring that stakeholders and end-users are equally satisfied with the system.

Acceptance testing is of two types -

(a) User Acceptance Testing: This test aims to verify that the product meets all performance standards from the users’ point of view.

(b) Business Acceptance Testing: This test aims to ensure that the software meets the requirements and goals of the business.

Manual Salesforce testing usually includes regression testing, integration testing, and functionality testing. First, you must check your current strategy for gaps or repetitive test cases. You can then conserve resources by automating tasks.

Salesforce platform managers, however, face a severe quality problem with manual Salesforce testing. The system becomes more prone to risks as it grows larger and more complex. Moreover, you can’t ensure quality by manually testing Salesforce.

Also, it is slow, inefficient and prone to human errors. Testing Salesforce becomes more challenging as it undergoes seasonal updates, configurations, customisation, and integrations. Thus, test automation plays a key role here.

Salesforce Testing Tips -

  • As most Salesforce web pages are Visual Force pages, testers must be careful when performing UI testing.
  • Visual force pages are dynamic and may not load all their elements simultaneously, so you must pay special attention should to these features.
  • To address an application’s overall functionality, testers must develop functional flows that include both positive and negative flows.
  • It is necessary to build and test workflows based on the roles of different users.
  • A test management tool such as HP ALM should be used to document test cases.
  • Developing test data is essential for validating the reports.
  • Be sure to make a list of all possible Salesforce scenarios and any exceptions. Make sure you include positive and negative scenarios in this list for a well-rounded outcome. Moreover, testers should compile test data for each scenario.
  • Salesforce offers a wide range of features. The ability to customize and configure environments to meet individual requirements is one of the reasons for its immense popularity. However, the versatility of this method can cause testers to lose sight of their priorities. Therefore, instead of focusing on Salesforce’s built-in features, Salesforce testing should concentrate on validating customised code.

DevOps-based Salesforce Testing -

A DevOps-based Salesforce testing strategy provides greater transparency into business processes. Each individual within your company needs to understand how their role plays in the larger ecosystem.

Additionally, to maximise productivity and efficiency, operations teams must understand the development process and vice versa.

Final Thoughts -

Tests conducted for Salesforce help identify defects early, validate the system’s functionality, and verify configuration and code compliance.

Salesforce testing is synonymous with a balanced manual and automated testing strategy. Salesforce test automation is primarily intended to validate the software.

Manual Salesforce testing usually includes regression, integration, and functionality testing. First, you must check your current strategy for gaps or repetitive test cases. You can then conserve resources by automating tasks.

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