Salesforce Testing Tips For Robust Implementation


Salesforce Testing Tips For Robust Implementation

Today, Salesforce is a leading CRM or customer relationship management tool. This platform provides companies with a set of technologies, systems, practices and strategies. Implementing these enable companies to manage their customer communication and data.

Need for Salesforce Testing

The rapid growth of this CRM app and its matured evolution over the past decade has made it a force to reckon with. Coupled with this, its accompanying app development features, customer support and marketing automation make Salesforce, the preferred choice for almost all enterprise-level organizations. Important benefits of using this CRM platform include:

  • Opportunities for upselling and cross-selling
  • Sustained growth opportunities
  • Automation of sales and marketing
  • Strong customer communication
  • Seamless collaboration

However, to ensure continuity of the quality assurance offered by this CRM tool, quality testing is a critical necessity.

Salesforce Testing Types

The Salesforce testing framework comprises of two types of testing:

  • Manual Testing: This tests the app’s basic functionalities and its system. Integration testing is also a part of the manual testing of Salesforce. While repeated testing helps ensure consistent results in varied environments, achieving this using manual testing is difficult. Since this system is prone to failure and human errors, manual testing of Salesforce reduces its efficiency.
  • Automated Testing: Using an automation framework to test the functionality and system of Salesforce is extremely effective. It helps to validate the proficiency of the software and ensure its robust implementation.

Taking the right testing approach is critical for ensuring the quality assurance of the software. This has to be augmented by using a robust and experienced testing framework.

Shorter development cycles have further increased the complexities associated with Salesforce apps. This makes having a comprehensive testing strategy that ensures significant code coverage a strategic and critical requirement. Other important reasons that justify Salesforce testing are:

  • Verification of the finished system and its ability to seamlessly integrate with and support client’s business processes
  • Validation that the initial build is in accordance with the client’s requirements
  • Quick detection of errors and bugs for their immediate rectification
  • Checking the behavior and working condition of the system
  • Scrutinizing time-based event functionalities

Levels of Salesforce Testing

Salesforce testing is similar to testing other web applications. But herein testers have to focus more on the customizable features developed during the actual testing process rather than on its built-in features. Generally, Salesforce testing strategy involves the following:

  • Unit Testing: Salesforce CRM is developed on APEX, a platform development language that provides testers with several built-in unit test cases to validate the code. Generally, unit testing is conducted by APEX developers who intentionally incorporate written clauses within their code. This automatically increases test coverage. By evaluating the number of records affected, testers ensure that the code runs successfully in that environment.

However, to deploy the APEX code within a production environment, a minimum of 78% code coverage is required.

  • Functional Testing: This is the first phase in the salesforce testing strategy after the Salesforce app development. In this phase:
    • Each new feature is thoroughly reviewed
    • The app is checked for bugs
    • The app system functionality undergoes end-to-end testing

The aim is to ensure that the developed app performs as planned yet preserves the client’s existing architecture with its associated security models.

The Salesforce app undergoes the following types of functional testing:

    • System testing: Performed primarily by a team of experienced and expert Salesforce consultants, system testing facilitates thorough technical process testing from start to finish. Test scripts are written keeping specific outputs in mind so that testers can troubleshoot problems arising in the execution of their automated processes.
    • Production testing: This is system testing carried out in a production environment. It tests to check whether the configuration and code of the app have been correctly deployed from the sandbox to the production environment. Running UAT testing scripts after the deployment but before the launch of the software, increases the testing process efficiency.
    • Regression testing: Testing to see how the existing user system processes are affected by the code and configuration releases forms a part of regression testing. This testing level is only applicable when a fix or an enhancement has been incorporated into the Salesforce app.
  • UAT testing: After the commencement of the functional testing, the developed Salesforce app undergoes UAT or User Acceptance Testing. Testers test the app as users who will be ultimately using the app. They test the Salesforce app to see if it is capable of supporting the required business processes. The testing script is written based on the various outcomes and environments present in a business. This test enables clients to judge the utility and applicability of the developed Salesforce platform to their business.

Best Practices for Salesforce Testing

Certain best practices that ensure the effectiveness and efficiency of Salesforce testing are:

  • Developing a test strategy and ensuring proper test planning:  The involvement of many components and critical business processes make it important for testers to develop an appropriate test strategy. Planning for the test needs to be carried out minutely and the following factors precisely defined:
    • High-level objectives
    • Stakeholders involved
    • Responsibilities of individual stakeholders
    • Different testing phases
    • Testing tools to be used
    • Testing exit criteria

A good strategy combined with planning accuracy would expedite identification of errors and bugs. Rectification of the same would result in the successful launch of Salesforce.

  • Integrating test environments: Testing complex apps like Salesforce need an integrated testing environment. With many business processes being streamlined and run from the Salesforce platform, testing its functionality and usability in different environments is a necessity. Integration of these systems enables testers to test the applicability of this CRM tool’s business-critical functions in real-time scenarios.

While carrying out integration testing properly might increase the expenses, the benefits derive offset the same. For example, bugs and errors, when discovered later, are more expensive to fix.

  • Automating test scripts: Some well-known benefits of Salesforce automation testing are:
    • Shorter test cycles and time frames
    • Cost reduction
    • Resolution of defects and issues before deployment
    • Improved test coverage
    • Validation of third-party app integration
    • Business risk mitigation

Automation testing of Salesforce is an extremely useful practice as it reduces its time to market, increases the accuracy of the software and enhances the quality of the developed software.

  • Early resolution of problems: Software that is tested from its early stages of development enables early bug detection and resolution. This system not only saves development costs but also minimizes software development complexity. Other benefits of early bug detection are:
    • Reduction in business risk
    • Improvement of app security
    • Enhancement of overall software quality
  • Stakeholder’s involvement in UAT:  This system enables stakeholders to understand the software design and performance. Suggestions and feedback received from them can be incorporated during the SDLC to ensure the efficacy of future releases. The popularity of BDD or behaviour-driven-development proves the effectiveness of involving stakeholders during UAT.

Additionally, involving the stakeholders during UAT enables testers to:

  • Find errors in the business processes incorporated within the Salesforce software
  • Ensure the app meets the client’s requirements
  • Validates the effectiveness of the software vis-à-vis the client expectations

Not involving the stakeholders result in the non-alignment of the development and the business teams. This might cause delays and give rise to issues during the SDLC of Salesforce.

Proper testing of the Salesforce software ensures maximum ROI after its implementation. Hence, the quality assurance of this CRM tool is very important.

About the Author

QA InfoTech

QA InfoTech

Established in 2003, with less than five testing experts, QA InfoTech has grown leaps and bounds with three QA Centers of Excellence globally; two of which are located in the hub of IT activity in India, Noida, and the other, our affiliate QA InfoTech Inc Michigan USA. In 2010 and 2011, QA InfoTech has been ranked in the top 100 places to work for in India.

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