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What is Salesforce Testing? The Essential Guide

What is Salesforce Testing? The Essential Guide
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Salesforce is a key component of every business sector, and knowing Salesforce testing makes a huge impact in terms of customer satisfaction. This post will explore the significance of Salesforce for businesses, explaining why it is so important. We’ll also go through the roles and responsibilities that come with being a Salesforce tester.

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What is Salesforce Testing?

What is Salesforce Testing?

Salesforce testing is an essential process meant to ensure that Salesforce applications align with both functional and non-functional business requirements. This complete assessment includes, but is not limited to, objects, fields, workflows, reports, and dashboards within a Salesforce application.

The primary goal is to thoroughly test the appropriate functionality of these components, ensuring they perform in accordance with the business’s regulations and standards.

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Types of Salesforce Testing

Types of Salesforce Testing

In the domain of Salesforce testing, two distinctive methodologies are crucial in guaranteeing the efficiency and dependability of applications.

The following are the types of Salesforce testing:

I. Manual Testing in Salesforce:

Qualified human testers perform comprehensive Salesforce manual testing, directly interacting with the application for tasks like exploratory testing and user acceptance testing. This approach, ideal for smaller projects and one-time testing needs, effectively validates Salesforce application capabilities, user interfaces, and various components.

II. Automated Testing in Salesforce:

Salesforce automated testing makes use of tools like Selenium or Salesforce-specific alternatives like Apex testing to ensure the efficient and consistent execution of a large number of test cases. This method is especially useful for repeatable and regression tests, making it an excellent choice for big and advanced Salesforce configurations.

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Why is Salesforce Testing Needed for a Business?

Testing Salesforce is important for businesses because it makes sure that Salesforce applications work well, are safe, and meet business requirements. When we test Salesforce apps properly before using them in the real business environment, we can avoid expensive and time-consuming issues later on.

The following are some of the reasons why Salesforce testing is required:

  • Ensure the Reliability of the Application: Testing guarantees that the Salesforce application is reliable, reducing the risk of any disruptions to corporate operations. It serves as a preventative measure for identifying and addressing difficulties, thereby maintaining a stable and efficient environment for business activities.
  • Improve the User Experience: Thorough testing plays a key role in providing a streamlined and user-friendly experience, eventually increasing user happiness and engagement with the Salesforce platform. It guarantees that every component of the program corresponds to user expectations, resulting in favorable interactions. 
  • Bug Detection and Prevention: It aids in the early stages of development by identifying and correcting bugs or problems, reducing the chance of costly and disruptive difficulties during subsequent phases. It also adds to a more streamlined and cost-effective development process. 
  • Accuracy and Security of Data: Testing is vital in confirming the accuracy and security of data stored in the Salesforce platform, which is essential in maintaining the confidentiality and integrity of company information.
  • Boost Sales and Revenue:  Salesforce testing increases revenue and sales by guaranteeing a dependable platform, improving user satisfaction for greater retention and referrals, increasing revenue growth, and optimizing sales processes.

Salesforce Testing Levels

Salesforce Testing Levels

Levels of Salesforce testing help us organize and prioritize the different types of testing we need to do. It’s like a plan that guides us to test everything properly. This ensures that our Salesforce system works well and makes our work easier. Below are some of the most essential Salesforce testing levels:

  • Unit Testing: The most basic step of testing is unit testing, which focuses on examining individual units of code such as classes and methods. During the development phase, developers typically perform this testing to confirm the integrity and performance of certain code parts. 
  • System Testing: The overall operation of the entire Salesforce system is verified by examining end-to-end scenarios to ensure it performs as intended. This includes evaluating many aspects, ranging from individual parts to integrated modules, to ensure consistent and cohesive functioning. 
  • User Acceptance Testing (UAT): User Acceptance Testing (UAT) guarantees that the Salesforce application corresponds with the business needs and expectations of its intended users by involving end users in the process. Stakeholders actively participate in this critical testing step to assess the application’s usability, functionality, and overall effectiveness.
  • Production Testing: Salesforce production testing includes the verification of functionality, integrity, and performance in a live production environment. This phase ensures that the program works as expected after deployment, aligning with user expectations and minimizing disruptions for a pleasant user experience.
  • Regression Testing: Regression testing protects against any potential negative influence on existing Salesforce application functionalities caused by new changes or updates. It ensures the continuous integrity of the system’s basic features, ensuring that changes have no effect on general functionality.

What is the Salesforce Testing Process?

What is the Salesforce Testing Process?

Salesforce testing is similar to following a step-by-step approach to ensure that the apps we design work as they should for the business. The steps involved in Salesforce testing are as follows:

  • Step 1 –  Requirement Analysis:
    In the first step, we must consider what the business requires from the Salesforce app. Understanding the business requirements, functional requirements, and non-functional requirements is part of this. This process assists us in determining the most crucial things the app should be able to achieve for the company.
  • Step 2 – Test Planning:
    After understanding the project’s needs, the next step is to create a detailed test strategy. This plan of action serves as a strategic roadmap, precisely defining the scope of testing, stating the types of testing to be performed, and identifying the necessary resources. It serves as a guiding document, ensuring that the testing process is in line with the project’s goals. 
  • Step 3 – Test Case Development:
    We write precise instructions called test cases after we’ve decided how to test the Salesforce application. These instructions show us exactly how to check if a specific portion of the application is working properly. For example, we could write a test case to see if a button in the program accomplishes what it should. These precise methods assist us in ensuring that every aspect of the Salesforce application functions properly.
  • Step 4 – Testing Execution:
    The Salesforce application is tested in two ways: manually, like a person would, and using automated tools. This ensures that the application meets the demands of the business and functions effectively. It is critical to do both human and automated testing to ensure that the Salesforce application is dependable and meets all the requirements.
  • Step 5 – Tracking and Reporting Defects:
    Keep track of and prioritize any issues found during testing, and work closely with the development team to fix them. Make sure to report the testing results to everyone involved so that improvements can be made based on the feedback. This collaboration helps in creating a robust and error-free Salesforce application for a better user experience.
  • Step 6 – Test Completion:
    After fixing all the issues and making sure every test case works well, the testing team gives their approval for the Salesforce application. This indicates that the Salesforce application is good to go and can be launched for use in the real world. 

Roles and Responsibilities of a Salesforce Tester

Following are some of the roles and responsibilities of a Salesforce tester:

  • Develop and manage comprehensive test plans and test cases for Salesforce applications.
  • Execute both manual and automated test scripts to verify the functionality, performance, and security of Salesforce features.
  • Identify and report defects, collaborating closely with developers for issue resolution.
  • Work alongside business analysts and stakeholders to comprehend the requirements. 
  • Conduct regression testing to ensure that new changes do not adversely impact existing functionalities.
  • Enhance test coverage through continuous improvement and expansion using exploratory testing.

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Salesforce Test Automation Tools

Using Salesforce test automation tools is similar to having a smart assistant to assist testers. These tools save time, speed up testing, and help testers perform a better job. They limit the possibility of errors by automating repetitive activities and ensuring accurate testing.

Below are some of the most important Salesforce test automation tools:

  • Selenium: Selenium stands out as a free, open-source test automation solution developed for automating a variety of web services, including Salesforce. Although Selenium is robust and adaptable, mastering it can be difficult due to its complexity.
  • Provar: It functions as a dedicated test automation solution for Salesforce apps, with a powerful set of functionality. While Provar is a powerful tool with extensive testing capabilities, it is crucial to remember that its effectiveness comes at a higher cost, thus, enterprises must measure the instrument’s capabilities against their financial considerations.
  • Testim: Testim defines itself as a modern test automation platform distinguished by AI-driven capabilities that enable teams to rapidly write and execute tests. Testim simplifies the testing workflow for web applications by prioritizing simplicity and speed, offering not just a user-friendly interface but also a package of strong testing features.
  • Copado: Copado is a dependable Salesforce DevOps platform that offers comprehensive solutions for continuous delivery. Copado accelerates the Salesforce development lifecycle by providing capabilities such as version control, automated testing, and easy deployment.
  • Tricentis Tosca: It is an advanced test automation system, is built for enterprise-level applications, and provides extensive support for end-to-end testing, including Salesforce application testing. Tricentis Tosca’s extensive capabilities streamline the testing process, allowing a full investigation of Salesforce apps to ensure their best performance and dependability.

Why use Salesforce Testing Tools?

There are numerous reasons for using Salesforce testing tools:

  • Testing tools for Salesforce ensure the dependability and functionality of applications developed on the Salesforce platform.
  • These technologies help with the detailed evaluation of a wide range of features, including objects, workflows, and integrations.
  • Salesforce automated testing tools streamline testing operations, resulting in time savings and a reduction in total testing costs.
  • Testing tools assess the application’s responsiveness, scalability, and stability in a variety of scenarios and conditions.
  • Salesforce testing tools speed up release cycles by automating normal testing processes, allowing for more frequent releases, and promoting improved agility in application development.


Salesforce testing is crucial for assuring the efficiency and dependability of applications that are matched with business requirements. Businesses can improve the user experience, find defects early, and optimize the quality and security of Salesforce data by utilizing various testing levels, a structured testing procedure, and automation tools such as Selenium and Tricentis Tosca. Using Salesforce testing tools not only speeds up release cycles but also saves money, making it a must-have practice for agile and trustworthy application development.

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