What are the Best Practices in Testing Salesforce?

With customers determining the success of any software product in the market based on the experience they have with using the product, business enterprises have their task cut out. They need to reach out to the customers and address their queries in real-time. This has brought into sharp focus the role of CRM solutions (Customer Relationship Management) in improving customer relations, aligning people and business processes to scale, generating business intelligence, allowing distributed remote working, and safeguarding data, among others. Salesforce happens to be one such CRM solution that has a dominant market share of 19.8% and an annual revenue of $21.25 billion in 2021 (Source: backlinko.com).

Since the cloud-based CRM solution, Salesforce, is used across industries, it should be tested to check the smooth functioning of its code integrations and configuration. Salesforce CRM testing allows you to confirm the functioning of the customized build as per the agreed requirements and determine if it is capable of supporting the business processes of the client. So, whether as a developer you are creating an integration, an admin making changes to the page layout, or a marketer running a campaign, you should test the design or integration against the original requirements to identify any potential glitches and areas of improvement.

What are the challenges to Salesforce testing?

Any SFDC testing may involve the following challenges.

• Testing features such as Visualforce and Service Cloud Consol, among others
• Expensive manual testing since it is time-consuming, prone to errors, and repetitive
• Some standard functionalities that are not in use cannot be removed from the testing process
• There are complications in creating field locators as field IDs may vary across businesses

What are the quick wins for better Salesforce automation testing?

The top wins from executing Salesforce CRM testing are as follows:

Get the best tools: The market is flooded with a variety of tools to conduct Salesforce test automation. However, it is advisable to use the right ones, such as the cloud-based service ACCELQ. Also, given that both Android and iOS offer proper simulation software to conduct Salesforce testing, it is essential to focus on details to avoid taking decisions that may not reward the process in the long run.

Get a project overview: Having a project overview can act as a quick summary of the tasks to be done and help keep track of the same. Additionally, testers can save quality reviews with a short project rundown and get a proper context about the task and the characteristics of the modules to test.

Arrange workshops: The test team can be initiated into the project by arranging workshops to make the members understand the tasks they have to perform. This helps the team to extend test coverage and create quality test cases. The workshops can help testers schedule a structured session wherein they can discuss the planned test cases and explain the same to the clients. The workshops can act as walkthrough sessions and include in the test cases aspects of the Salesforce testing framework and workflows.

Execute unit tests: It is important for Salesforce testers to conduct unit testing of the codes to identify faults or glitches early in the SDLC. This approach can minimize the time and cost of rretesting and allow testers to create reusable test cases.

Use real user profiles: During UAT, SFDC testing should use real user profiles and real-world scenarios to validate the software’s functionality using proper test data. By incorporating a successful test strategy, a host of objectives can be achieved, such as identifying and fixing defects, documenting results, tools, test phases, and exit criteria.

Conclusion

With the above-mentioned test practices, businesses can achieve seamless Salesforce implementation. This can further deliver greater efficiency, better connect with customers, minimize, or eliminate risks, and bring out better roll outs in the future.