Salesforce testing authenticates the configuration and customization performed in vanilla SDFC. This process ensures that a tester checks the code that has been customized in the area of testing built-in salesforce functionality. Salesforce, the world’s #1 CRM solution, provides enhanced systems, technologies, practices, and strategies to organizations of all sizes. Salesforce implementation help companies to manage their customer and customer data efficiently.

Today, in this blog, CloudVandana will give an overview of Salesforce testing for a successful Salesforce implementation.

Salesforce provides excellent customer support and marketing automation solutions, making this CRM platform the most preferred solution for organizations of all sizes. Apart from these solutions, Salesforce provides cross-selling and upselling opportunities, sustainable growth opportunities, and seamless customer collaboration.

Quality testing is essential to ensure the continuous quality maintenance of this CRM tool.

Salesforce Testing

Salesforce testing framework can e segmented into two parts. Manual Testing and Automated Testing. Manual testing checks the basic functionalities. But getting the desired result with manual testing is difficult. Moreover, as human errors can change any result, the efficiency might be reduced. On the other hand, automated testing is very effective in testing the functionalities and system. In addition, it has excellent proficiency in the implementation process.

It can be seen that shorter development cycles have more difficulties associated with these apps. So a comprehensive testing strategy is essential. There are various other reasons for Salesforce testing. Reasons are as follows-

1. Check the functionalities and the condition of the system.

2. Quickly detect the bugs and the errors to rectify them immediately.

3. Checking the time-based event functionalities.

4. Scrutinizing the finished system and its capability to integrate business processes effortlessly.

Testing Strategies

The Salesforce testing process focuses more on customizable features rather than built-in functionalities. There are mainly given processes associated with the Salesforce testing strategy. Let’s have a look at the details of this strategy.

1. Unit Testing

As Salesforce is developed on Apex, the platform development language provides a range of built-in unit test cases for code validation. Unit testing is arranged by APEX developers who incorporate written clauses within the code.

2. Functional Testing

This is the first step of the Salesforce testing strategy. In this phase, each new feature is thoroughly reviewed, and a check occurs for bugs. This app system undergoes end-to-end testing. As a result, it boosts the test coverage. The focus is to ensure the performance of the developed apps to preserve the client’s existing app functionalities with its related security models.

Functional Testing can be segmented into three categories: system Testing, Production Testing, and Regression Testing.

System testing covers the technical processes end to end. Testers can quickly troubleshoot problems of their automated processes through this script. At the same time, production testing takes place in a production environment. It checks if the configuration and the code have been deployed from the Sandbox to the production environment. Finally, the regression test contains how the code and configuration changes affect the existing user system processes.

3. UAT Testing

After the functional testing process, the Salesforce app passes through UAT or User Acceptance Testing. This step checks the Salesforce app to see if the app is capable of supporting the required business process or not.

After discussing the testing strategies, let’s look into the best practices for SalesforceTesting.

SalesforceTesting Best Practices

1. Test Strategy And Planning

Successful Salesforce testing requires a proper test strategy and planning. During this process, an admin should define the high-level objectives. The different phases and tools involved in this testing should be documented. A successful test strategy can assist businesses in identifying the drawbacks.

2. Test Environment

An integrated test environment is another essential element in any testing project. These systems should be integrated so that proper integration testing can be performed. All the steps should be done at the correct development phase; otherwise, the process will take more cost if discovered later on.

3. Automated Test Scripts

Automated testing can be performed by using a variety of test automation tools. Salesforce collaborates with various types of API endpoints. These can be used for automation testing later on.

4. Fix Problems

The early identification of the problems can save lots of effort, time, and implementation costs. Smaller deployment and testing can make this process work correctly.

5. Stakeholders Involvement In UAT Testing

Stakeholders should be associated with the User Acceptance Testing(UAT). Their involvement helps the test engineers to verify that the developed code meets their expectations.

Salesforce development and software testing are complex procedures. So organizations should go ahead with the assistance of registered Salesforce Partners like CloudVandana for a successful Salesforce implementation.