Companies must perform their operations efficiently and effectively in the current competitive scenario.
Salesforce is one such tool that can help organizations achieve these goals. It helps with sales automation, marketing automation, and customer service automation.
SFDC testing is a vital part of the software development life cycle and should be performed with the utmost care.
You need to ensure that all the functionalities work according to your requirements. You must ensure they are not causing any problems for your users.
This article is a step-by-step guide on how to perform Salesforce testing correctly. It will help you understand what aspects of Salesforce need to be tested and how to go about it.
What is Testing in Salesforce?
Testing is evaluating the software and its various aspects. It helps you find out if your software works as intended or not.
It’s a cyclical process where each phase leads to the next one, and so on, until you reach the goal.
Why do you need Salesforce Testing?
Salesforce testing ensures that your application doesn’t contain any bugs or glitches.
These issues can be costly when they appear while the application is being used. So, it’s better to find them before rolling out new features.
Types of Salesforce Testing
There are two types of Salesforce testing: manual and automated.
1. Manual Testing
In this testing, you manually test your application to ensure it works as expected. You can do this by creating a copy of the production environment and running tests on that copy.
2. Automated Testing
Automated testing uses special tools to test your application automatically. These tools can detect bugs and other errors in your code so you can fix them before they affect users.
What are the best practices for Salesforce testing?
To do effective Salesforce testing, you need to follow some best practices. These include:
a) Run tests as if they are real user profiles
Test your application as if real users were using it. For example, create a test user. Then use that user’s login credentials to log in to Salesforce and run tests on your account.
This is the “real user” testing. It simulates what happens when actual users access the system.
b) Prepare test data for validating the functionality of reports and dashboards.
If you’re testing Salesforce reports and dashboards, ensure you have test data access. This allows you to validate whether the reports and dashboards are functioning properly. You can do this by testing them against this data.
c) Use different tests in the testing approach.
You must use different tests in the testing approach. It helps determine if your Salesforce implementation is user-friendly and reliable.
It’s essential to test these areas to ensure everything works as it should before going live.
d) Pay attention to the dynamic nature of visual force pages.
Visual force pages are very dynamic. So, pay attention to the dynamic nature of visual force pages when testing them.
If you don’t test this area, then there’s a chance that you’ll end up with problems. These problems include broken links and other issues when users go live.
e) Use automation tools like Selenium and HP Unified Functional Testing.
We have already mentioned the importance of automation in a previous section. But it’s worth mentioning again here. Automating your testing is not just important; it’s essential.
Selenium and HP Unified Functional Testing allow you to automate your tests. That way, they will run automatically after you complete each build.
f) Salesforce testers should consider positive and negative flows.
Positive and negative flows help ensure your application does what it should. Positive flows ensure things work as expected. In contrast, negative flows ensure nothing breaks when something unexpected happens.
For example, suppose a user tries to access an unavailable feature. In that case, you should ensure the system lets them know about this rather than crashing or failing.
g) Build and test user roles using workflows
You can build and test user roles using workflows. Workflows allow you to define how users interact with your application. They can explain it in several steps and highlight what they can access.
For example, suppose your system allows different people to access different data parts. In that case, you will want to ensure that only appropriate users can access specific parts of it.
Levels of Testing in Salesforce
a) Unit Testing
Here, you test individual units of source code without regard to their implementation.
b) System Testing
In system testing, you test an entire system. This is to check its compliance with specified requirements.
c) UAT Testing
Here, you test the software from the user’s perspective. You should test the performance and usability.
d) Production Testing
Production testing is performed in a production-like environment. Such an environment mimics the actual environment in which the software will run.
e) Regression Testing
Regression testing attempts to find defects in a software release. It executes previously approved test cases against the new software version.
It’s not enough to test your software. You must do it right. You must use the right tools and the proper testing process to find and fix software problems. This is essential before they cause expensive downtime or lost revenue.