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Salesforce Testing: A Beginners’ Guide

April 20th, 2021 . 5 minutes read
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As we all are aware that Salesforce offers the best, integrated development environments and programming tools to organizations across the world.

You know with salesforce in mind what comes first with respect to testing.

  • How is it like to test salesforce applications?
  • What testing process we should follow and some tips for salesforce testing?
  • What are the common challenges we face while testing salesforce apps?

In this blog, I will try to answer all the above questions and add some value to the Salesforce beginners. Let’s start with the introduction first-

What is Salesforce?

Salesforce (usually abbreviated as SF or SFDC for Salesforce.com) is an American cloud-based software company headquartered in San Francisco, California. In Fortune’s 100 Best Companies, Salesforce was ranked first in 2018 and second in 2019.

The primary motive of a CRM tool is to maintain the relationship of an organization with its customers once the product delivers to their customers. Over time, along with CRM services, Salesforce has also started to offer cloud storage, which turned down the difficulty of maintaining physical servers for data storage of web applications.

What is Salesforce Testing?

It is a validation of the configurations set for an application and customization performed in Salesforce. Salesforce CRM is built on a platform language called APEX. It also provides a built-in unit test case for developers to validate their code.

Manual Testing in Salesforce includes sunny flow testing, functional testing, integration testing, regression testing, and User acceptance testing. Being a QA or a tech person, why it’s important to have a knowledge of Salesforce Testing. Let’s read-

Why Salesforce Testing?

  1. Worldwide more than 82,000 companies are using the Salesforce platform.
  2. You will get a chance to enhance communication between customers and organizations.
  3. Salesforce provides inbuilt objects to reduce the development effort which will eventually increase the productivity of developers.
  4. We don’t require additional software to use Salesforce.
  5. With the help of App Exchange developers can reuse the existing applications. They also allow the developers to build their own custom applications.
  6. Salesforce helps you to create internal users for testing with different permissions and permission sets.

Salesforce Testing Process

The testing process for Salesforce is the same as testing any web application. But doing SFDC testing, the tester should have basic knowledge of-

  • Sales and Service clouds
  • Standard and Custom Objects
  • Workflows and Process Builder
  • Reports and Dashboards
  • Lightening module

Once the code is deployed in a Sandbox environment and verified to be ready for release, the code moves to production from the Sandbox environment. We have different types of organizations in salesforce like Essentials, Professional, Enterprise, Unlimited where we install our applications. It is presumed that the tester has the basic idea of all the terms used in Salesforce before proceeding with testing.

Key Role of a Salesforce Tester

QA needs to make sure that the code coverage does not go below 75% as it is the standard Salesforce rule. You can take a help from the developer.

  • Perform Smoke Testing on all the major functionalities are functioning as per requirement.
  • Create both types of scenarios positive and negative Test Scenarios.
  • Conduct role-based testing to ensure that our application works with various user roles.
  • Need to work on the application and gain the understanding of its functionality to create a functional map.
  • Always make clear communication with the development team and Business, to understand the customization of Salesforce features.
  • Knowledge of Apex.
  • Make sure while setting up the sandboxes for the testing all the permissions and configurations are inline.

So, let’s understand Challenges we face while doing salesforce testing-

Challenges of Salesforce Testing

  • Cumbersome to Maintain Multiple Salesforce Sandboxes: It becomes too difficult to maintain multiple sandboxes at a time. It consists of Testing Sandbox or scratch org, then we have different types of organizations in salesforce. So, you must be thinking now what the heck I mean by the organization, it is defined as the virtual space provided to an individual customer of Salesforce. It includes all of your data and your applications and is separate from all other organizations.
  • Irrelevant Data Prevents Full Testing:  Sometimes what we do for our testing we add some irrelevant data and Setting up your data with Salesforce sandbox there means sorting through an overwhelming amount of irrelevant data. Even after testing fully your sandbox, the wrong data can lead to defects and bugs in production.
  • Difficult to switch between Classic and Lightning UI: One of the big differences between Salesforce Classic and Salesforce Lightning is their user interface.
  • Configuration and permission should be properly set: Configurations and permissions in any sandbox or org are very important to be updated. Most of the issues you might face not because of the code failure but with wrong permission sets and configurations that have been set. It is a very important point for you to take care of.
  • Delayed Release Deadlines Due to Slow, Inefficient Development Cycles: QA always tries to maintain efficient development cycles but this isn’t always possible when testing Salesforce. Salesforce has its three major releases winter, spring, and summer. When salesforce releases start then all your org and sandboxes don’t work as per required because no installation will happen at that point of time, which definitely impacts your SFDC testing.  

Wrap Up:

Being a Manual Tester, we always have to grow ourselves in the field of technology and with new platforms to match the race with automation testers. Salesforce, which will become new normal for application development when tested correctly with deep knowledge of its process and functionality then it will play a major role in your career.

If you want to enhance your career in salesforce then you can opt for SalesForce.com administration certification because career growth aspects for testers in the SalesForce platform are very rapid.

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Author: niharika
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