Best Practices for Effective Salesforce CRM Testing

27Nov, 2023

In this advanced software development industry, the software companies are utilizing the complex tools. As the development techniques are getting more complex, the testing requirement is increasing. This is why the testing team carries out multiple tests through significant platforms by following the salesforce testing tutorial. Salesforce CRM testing plays an important part and is recognized as the multi-layered business ecosystem tool that can be measured to meet the infinite use cases set.

As per the studies, it is found that all the errors can’t be erased, but more than a 3rd of the expense could be saved by implementing the testing infrastructure. Salesforce CRM testing services effectively identifies and repairs software errors. The study found that software errors cost almost 60 billion dollars every year, whereas 80% of development costs go to detecting & rectifying the errors.

In this blog, we will discuss salesforce testing, the common challenges & the salesforce testing best practices.

Understanding the Salesforce Environment

Various organizations use Salesforce to ensure all the complex workflows work as expected. The salesforce testing process is the same as any other web-based application. To carry out effective test processes, the tester should have a clear perspective about the Salesforce CRM features. The aim of testing salesforce applications is:
Validating the system meets the required needs.

  • It helps to catch the errors earlier so that they can be fixed easily.
  • It allows to check the time-based functionalities.
  • Verifying whether the system can support the client’s business efficiently or not.
  • Track the system behavior & working conditions.

Salesforce testing is categorized into Two parts: manual testing and automated testing.

1. Manual Testing

The manual testing procedure involves salesforce app testing using old methods. These methods can be utilized to perform integration, performance system, functional, and regression testing.

2. Automated Testing

This testing procedure contains testing of the application and its functionalities through the computer program. To automate this testing, testers use tools like QuickTest Professional and Selenium.

Let’s take a look at the Salesforce Cloud services, which are highlighted below:

  • Sales Cloud

This is the most popular salesforce product, which allows the management of business sales, customer support, and marketing aspects. It is helpful for sales executives since it offers the lead status.

  • Marketing Cloud

Marketing cloud services allow to run campaigns, messages, content management, social media, managing emails, and data analytics.

  • IoT Cloud

When a business is required to handle the IoT data, they can use Salesforce IoT Cloud. It can take a huge volume of data produced by IoT devices.

  • Salesforce App Cloud

This service can be used to develop the custom application that will run on the Salesforce platform.

  • Salesforce Service Cloud

This Salesforce offering assists your organization’s customer assistance team, providing functionalities such as social media integrations and incident monitoring.

Most Common Challenges in Salesforce Testing

Salesforce testing is not a straightforward process, so the testing team can face a number of challenges during the process of testing. Since you can configure the solution in Salesforce and it works, that doesn’t mean it works in all setups. The testing team faces lots of challenges in salesforce testing, and here we mention a few of them.

1. Complex Application

Basic salesforce configuration testing could be a straightforward process, but testing complex configurations won’t be easy. Testing can be tough because it requires complete coverage. Consider Visualforce to develop the user interfaces for web & mobile applications.

2. Regular Updates

Salesforce has been regularly updating and rolling out some new features in winter, summer, and spring. This is good for the users to explore and grab the best benefits from the new options. However, sometimes, it could be the reason for trouble for the testing team. The platform changes continuously can bring some errors.

Also Read: Salesforce Testing: Boosting Software Reliability

3. Dynamic Elements

Salesforce lightning has multiple dynamic elements, such as testing web pages & locators, which can be challenging to test. Selecting the location for testing isn’t easy. The classic version doesn’t run into the issues quite so much, but you shouldn’t depend on the pared-down platform because testing is easier.

3. Tables

Do you know how you can organize the data easily in an efficient manner? Well, you have to leverage multiple tests for validating the data and ensuring data communication happens the way it should! Doing this manually can be frustrating and time-consuming, and that’s the most known complication the testing team faces.

4. Expertise & Skills

The biggest challenge that arises during salesforce testing is when you rely on non-professionals to develop custom solutions. Well, we all know Salesforce is a user-friendly platform, but there are still some tools that require proper training to access. The best solution is to leverage the testing type, which is user-friendly, like the platform.


How To Set up a Robust Testing Strategy for Salesforce CRM?

1. Test Planning

Salesforce manual testing contains manual testing without automated tools. To set up the testing strategy for Salesforce CRM, test planning plays a crucial role. The process involves testing objectives, developing test scenarios, and identifying test information required for every scenario. In the next stage, test execution is carried out, where the experts perform tests by following the predefined test scenarios.

2. Choosing the Right Testing Tools

Choosing the right testing tools is critical for setting up the testing strategy. And Selenium is a good choice. Automated tests can be carried out using selenium. Here are the steps for executing salesforce automation testing.

Step 1: Selenium Setup

Install the necessary Selenium drivers & libraries like WebDriver & configure the test environment.

Step 2: Evaluate The Test Scenarios

Evaluate the testing scenarios that are suitable for automation. Prioritize the scenarios depending on the execution frequency and criticality. For example, you can automate the data entry, validation rules, and login functionality.

Step 3: Designing Test Scripts

Developing test scripts by using programming languages supported by Selenium. Utilize the Salesforce-specific locators & APIs for interacting with Salesforce elements and objects.

Step 4: Execute The Testing Scripts

Run the automated scripts and validate the results against the expected outcomes. With salesforce testing tools like Selenium, users can efficiently validate the performance and functionality of salesforce applications.

Let’s check some more best practices for salesforce testing.

What Are The Best Practices in Salesforce CRM Testing?

1. Automated Testing

The testing strategy success is based on the quality of the test software you are using. Ensure the tools you are choosing for this are flexible and robust. It should be flexible enough so that it can be integrated with the current systems. Automated testing contains writing scripts that run against the code and evaluate whether the different parts of your applications work or not.

The automated testing is carried out for unit, integration, regression, and functional testing. When the testing takes unnecessary time, automated testing saves time and also eliminates the chances of human mistakes. However, in certain cases, it is recommended to carry out manual testing over automation testing. Manual testing offers the flexibility, human oversight, & control required to ensure the software quality when automated testing is not necessary.

2. Data Testing

Multiple salesforce testing tools should be implemented in the testing process. When you perform salesforce testing, Selenium is a great tool. Data management testing focuses on validating the data migration, data integrity, data transformation, and export/import of data. Data testing ensures that data is accurately retrieved and stored.

3. Performance and Load Testing

When the software development project is going to end, it is most likely to go through numerous tests. No matter how many tests you have run, once the application is complete, there is only one way to check whether the application meets the user’s demand. This is when performance and load testing play a great role.

Load testing defines whether the website and application work well under multiple conditions. Performance testing is all about the observation of how a system performs when it is being used. The best tools you can use for performance testing are Apache Jmeter, Gatling, and Loadrunner; for better results, follow the salesforce performance testing best practices.

Also Read: Latest Trends in Mobile Application Testing in 2023

4. Regression Testing

Regression testing is performed to verify that the app continues to function appropriately after introducing the coding modifications. Automated regression testing is known for saving resources and time. Regression testing can be more efficient when you follow the necessary strategies. By following the right approach, a business can completely cover the product needs & assure the product quality at optimal costs. Here, you can take a look at the following approach-

  • Identify Regression Testing Requirements

First, you must identify the requirements of software regression testing. This testing process aims to check the existing features of the software with the help of regression test scripts.

  • Start With The Sanity And Smoke Testing

Before you initiate the regression testing, it is necessary to perform sanity and smoke testing to save the tester effort and time. In this step, the core and basic software features are quickly tested and ensure they work. It decides whether to push the tool for further testing processes.

  • Maintain The Repository Of Regression Tests

Testers should maintain the repository of regression test suites. The testers should develop the respective test cases and add those to the repository. It is necessary to eliminate the obsolete test case.

Salesforce Test Execution and Management

1. Test Case Development

The skilled testing team helps with the complete test strategy. There are lists of test cases that are crucial to conduct. The test cases must be written in a way that they can cover the overall aspects of new releases, integration, customization, and new features. The automated testing tools accelerate the testing when ensuring the test cases are done accurately and consistently. It is critical to test data before making it available to the end users.

2. Test Execution and Monitoring

During the test execution phase, the testing team follows the following factors:

  • Test Automation: The test case automation can be done by using a low code approach that helps eliminate the effort and time required for testing the salesforce.
  • Test Management: Managing the test cases is a complex part when it is done manually. Every time, the testers need to remove, edit, and add the test cases when there is a change.
  • Execution Of Test Case: The testing team needs to check how efficient the test cases are & how to track the results.
  • Reporting Of Test Results: The testing will create reports on the results of coverage. Testers are required to monitor the test metrics, such as test coverage and execution time.

3. Bug Tracking and Reporting

The testing team verifies if the application is ready for testing in various environments like staging, pre-staging, development, and production. Testing deployment is necessary to ensure that it meets the manufacturing guidelines. At the end of the test execution, the testing team inspects the bugs and recovers them by using significant tools. After that, they also send reports to the client.

Manual Testing

How To Keep Up Continuous Improvements in Salesforce Testing?

1. Learning from Test Results

Salesforce testing tools offer multiple benefits that include reliable, accurate, & optimized testing. To keep up the continuous improvement, you need to analyze the test outcomes for the improvement. The right salesforce tools offer multiple benefits that contain all possible testing scenarios. Learning from the test results & the best QA practices for salesforce testing helps to achieve the coverage for optimum tests and also ignore test debt.

2. Keeping Up with Salesforce Updates

In our constantly changing world, it’s essential to keep abreast of the newest developments and alterations in Salesforce. Salesforce updates are the periodic rollouts of fresh functionalities, improvements, bug resolutions, and security amendments. Regular updates are helpful for improving the overall functionality and security performance. Keeping up to date of Salesforce developments is essential for business success. Companies stand to gain from new features and enhanced functionality. If you want to ensure the sales drive and customer engagement, then stay updated with the salesforce updates.

Step Up Your Salesforce: Join the Testing Revolution Today!

As you know, salesforce is an extremely popular & widely utilized CRM system based on cloud. Having a brief about salesforce testing is a major requirement for multiple organizations. By concluding this blog now, you can have a better understanding of the brief about salesforce testing. If you want to implement this in your application, then hire the team of salesforce QA services. Opting for this service plays a vital role in the operation of development and ensures to get the best product.

Avatar for Mit Thakkar
About The Author
Digital Marketer at KiwiQA: Software Testing Service Provider Company Worldwide.

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