What is Salesforce Testing? – Guide, Process, Tools and Best Practices

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Salesforce is the first cloud-based CRM solution in the world. Marc Benioff and Parker Harris founded it in March 1999.

The purpose of developing this CRM system was to make it simple and cost-effective for individuals/businesses to sell, service, advertise, analyze, and connect with their customers. 

Many unique features in SFDC (Salesforce Dot Com) add to when it comes to managing prospects and customer relationships.

It also enables you to work with employees and business partners to securely store their data in the cloud. 

The list of such benefits is long enough. 

Let us know about Salesforce Testing and all the related terms in detail. 

What is Testing in Salesforce? 

The beauty of Salesforce is that so many of its built-in features can be tweaked to match a company’s specific requirements.

Salesforce testing verifies the vanilla SDFC setup and customizations. 

The issue is ensuring that a tester is checking customized code rather than analyzing Salesforce’s built-in features.

The APEX platform development language is used to build Salesforce CRM.

It also comes with a slew of built-in unit test cases that developers may use to double-check their code. 

Why do we need Salesforce Testing? 

The following are the most important reasons to conduct salesforce testing: 

  •  Allows users to double-check that the configuration and codes are correct. 
  • Assists users in making sure the finished system is capable of handling the client’s business operations.  
  • Assists users in verifying that the system’s initial build meets the agreed-upon parameters. 
  • Aids users in swiftly identifying faults that are easy to fix. 
  • Functional flows are used to report on the status of test cases. This allows team members to create functional flows in order to better understand how the software works.  
  • The capability of the process builder allows you to test the system’s operation and behavior. 
  • Users can use workflows to assess the functionality of time-based activities. 

What is the Salesforce Testing process? 

The testing process for Salesforce would be similar to that of a standard web-based application.

However, a tester must have a clear understanding of the customizable features that are being developed so that they may focus solely on those features during the testing process rather than the built-in Salesforce functions.

Salesforce apps must be tested in a Sandbox environment, which is similar to a production environment.

For each of their goals, developers and testers must use the Sandbox environment. 

The code would be pushed into production from the Sandbox environment once it was deployed in a Sandbox environment and accepted as suitable for release. Before beginning testing, it is assumed that the tester has a fundamental understanding of all Salesforce terminologies. 

Salesforce Testing Tips: 

The following features must be included in Salesforce testing: 

  •  UI testing, functional testing, regression testing, integration testing, system testing, and system integration testing are all required tests.  
  • Tools like HP Unified Functional Testing (UFT) and Selenium can be used to automate testing on Salesforce.  
  • Because most of the web pages on the Salesforce platform are Visual Force pages, a tester must exercise caution when performing UI testing. Because all of the parts of a webpage may not be loaded at the same time, the dynamic nature of visual force pages requires specific attention.  
  • To cover the whole functionality of an application, testers must build functional flows that include both positive and negative flows. 
  • Workflows involving a variety of user roles must be built and tested.  
  • There must be test cases. Using test management technology like HP ALM, test cases must be documented.  
  • To validate the reports’ functionality, test data must be prepared. 

Types of Salesforce Testing 

Manual Testing 

Standard procedures for analyzing the Salesforce.com App are used in the manual software testing procedure.

Functional testing, happy path testing, integration testing, regression testing, and system testing can all be done manually by the QA team. 

Automated Testing 

Automated testing examines Salesforce.com or Force.com software using a computer program.

Other automated testing methods such as Selenium, Assure Click, QTP, and others are used. 

What are the Best Practices for Salesforce Testing? 

  • Tests should be run as if they were real user profiles.  
  • For validating the reports’ functionality, test data should be prepared. 
  • Functional testing, user interface testing, regression testing, and system integration testing must all be included in the testing approach. 
  • Because all of the parts of a webpage may not load at the same time, additional attention should be made to the dynamic nature of visual force pages. 
  • Tools like Selenium and HP Unified Functional Testing should be used to automate testing. 
  • Positive and negative flows should be considered by Salesforce testers. 
  • Workflows must be used to build and test user roles. 

Levels of Testing in Salesforce 

Unit Testing 

Apex developers are in charge of unit testing. It entails adding clauses to their code that test its coverage automatically.

It assists you in determining how many records of data are affected, allowing the code to operate properly in that setting.

A code coverage ratio of at least 78 percent is required to deploy Apex code into a production environment. 

System Testing 

It is carried out by a team of Salesforce consultants that are experts in their field. It entails testing the technological procedures of a system from start to end.

It entails writing a test script depending on certain outputs.

Allows you to debug an issue with the system’s automated rules, such as workflow, validation, and assignment. 

UAT Testing 

It is carried out by the users who will utilize the program. Allows the system’s ability to support business operations to be tested.

UAT testing is conducted using a test script based on real-world scenarios. The expected outcome is for the client to confirm that the system is suitable for its intended use.  

Production Testing 

It’s a rerun of system testing in the live environment. Product testing in Salesforce helps you to see if configuration and code have been properly deployed from the sandbox to the production environment.

If there is still time until the final project goes live, the client should execute the UAT scripts again after deployment. 

Regression Testing 

The basic goal of regression testing is to see if new code and configuration changes influence the system’s existing user processes.

It will be carried out once a feature or a repair has been deployed to production. The user gives a list of potential adjustments to their current workflow. 

Salesforce Test Automation Tools 

Because the majority of Salesforce’s test websites are dynamic, automating functional testing is a difficult task.

As a result, the tester must develop a solid automation framework that will be useful now and in the future. 

 The most often used Salesforce testing tools are given below. 

  •  ACCELQ 
  •  Unified Functional Testing from HP (UFT) 
  •  Cucumber 
  •  IDE for Force.com (Eclipse-based) 
  •  Alter the Sets (Cloud Deploy) 
  •  Migration tool for Ant/Force.com 
  • Workday 

Why use Salesforce Testing Tools? 

  • It can help you save up to 75 percent of your time and up to 25% of your test automation costs. 
  • Apex Test Execution has improved, and comprehensive test coverage and class coverage reports are now available. 
  • You can use automation tools like Selenium and JMeter, which are widely used in business. 
  • Create test cases for a variety of settings and browsers automatically. 
  • Real-time storage and replay of your recorded test situations. 
  • All pre-and post-deployment operations can be automated. 
  • Salesforce testing decouples data from test scripts, allowing you to optimize across a variety of datasets. 

Over to You!

Salesforce is the leading cloud-based customer relationship management platform in the world. Salesforce testing is the process of checking the vanilla SDFC setup and modifications.

It guarantees that the finished product is capable of handling the customer’s business processes.

The most challenging component of Salesforce Testing is ensuring that you test both the modification and the built-in SDFC functionality.

Salesforce testing includes unit testing, system testing, user acceptance testing, production testing, and regression testing.

The most challenging component of Salesforce testing is that you must always rebuild all of your existing tests for the Lightning UI.

Do you wish to connect with experts on anything related to Salesforce? We are happy to help you! 

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