Salesforce is the world’s first cloud-based customer relationship management solution. The goal of creating this CRM software is to make it simple and affordable for users to sell, service, promote, analyze, and engage with their customers. Salesforce testing verifies that the setup and customizations made in vanilla SDFC are correct.

Many common features in SFDC assist you in managing your prospect and customer relationships.
It also facilitates communication and engagement with workers and business partners while securely storing their data in the cloud.

What Is the Purpose of Salesforce Testing?

The following are the main reasons for undertaking salesforce testing:

• It allows you to verify that the setup and code are working properly.
• Salesforce testing assists you to ensure that the completed system is capable of supporting the client’s business operations.
• It helps you to ensure that the system’s first construction fits the agreed-upon specifications.
• Salesforce testing aids you in detecting issues early on, when they are still manageable.
• QA teams use the state of test cases to generate a functional flow report. This enables the team to develop functional flows and understand the application’s functioning.
• Check the system’s operating status and behavior using the process builders feature.
• You may use workflows to test the functioning of time-based events.

The Salesforce Testing Methodology

Salesforce’s testing procedure is similar to that of any other web-based application. During the testing process, the tester must have a clear understanding of the configurable features that are constructed. It allows them to concentrate on the customized code rather than the Salesforce capabilities that come in the standard package.

For each of their functions, the developer and tester must utilize a Sandbox Test Environment. The QA teams utilize the sandbox environment to test code before sending it to the production. The testing team is familiar with and understands the terminology used in Salesforce.

Salesforce Testing Types

• Manual Software Testing: The manual software evaluating procedure covers traditional ways for testing the Salesforce App. QA teams can perform Functionality testing, happy path testing, integration testing, regression testing, and system testing using manual testing.
• Automated Testing: A computer programmer is used to evaluate any Salesforce.com or Force.com application in automated testing. QA professional utilize Selenium, Assure Click, QTP, and other automated testing technologies.

Salesforce’s Testing Levels

Salesforce Testing includes the following level of assessment:-

• 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 entries 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 implement Apex code into the production environment.

• System Testing

A group of Salesforce professionals perform system testing, who test the system’s technological procedures from start to finish.
It entails writing a test script depending on certain outputs.
Allows you to debug an issue with the system’s automatic rules, such as workflow, validation, and assignment.

• User Acceptance Testing

People who will utilize the program perform user acceptance testing.
It Allows the system’s capacity to support business operations to be tested.
UAT testing is conducted using a test script inspired by real scenarios.
The expected outcome is for the customer to affirm that the software is suitable for its intended use.

• Production Testing

Production Testing is a re-run of system testing inside a real-world setting. It helps in the proper deployment of configuration and code from the sandbox to the production environment in Salesforce.
If there is still time until the final project goes live, the client must run through the UAT routines after deployment.

Issues with Salesforce Testing

Testing Salesforce is a difficult task. During the testing procedure, the tester encountered several difficulties. They include the following:-

• Advanced features such as Visualforce, Salesforce, and the Service Cloud Console are difficult to test.
• For the Lightning UI, you’ll need to redo all of your old tests.
• When we transition to the test environment, we cannot eliminate some of the normal functionalities, even if they are not in use. 
• GUI tests don’t work after switching to the test environment.
• All of your testing environments should be able to run automated tests.
• Because certain field IDs fluctuate between Organizations, issues might arise when defining field locators for Salesforce displays.

Salesforce testing best practices

• Firstly, perform test cases as if they were genuine user profiles.
• Secondly, prepare test data for validating the reports’ functioning.
• Thirdly, include functional testing, user interface testing, regression testing, etc., in the testing approach.
• Because all of the parts of a website may not load at the same time, give additional attention to the variable character of visual force sites.
• Use tools such as Selenium or HP Unified Functional Testing to automate testing.
• Salesforce testers must consider the positive and negative flow.
• Use workflows to build and test user roles.

Conclusion

Salesforce QA and testing allow you to ensure that the final system is capable of supporting the client’s business operations. You can conduct Salesforce testing on your own, but the right decision will be to partner with a professional software testing service provider like QASource.

Visit QASource now to implement professional software testing services for your software business.