Everything you need to know about Salesforce Testing

What is Salesforce Testing

A great thing about Salesforce is that many of the out-of-box features can be customized to suit a company’s needs.

Salesforce testing is a validation of the configuration and customization performed in SDFC.

The challenge is to ensure that a tester is checking the code which has been customized in place of testing built-in salesforce functionality.

Salesforce CRM is built on a platform development language called APEX. It will also
provide many built-in unit test cases for developers or consultants to validate their code or functionality.

Why Salesforce testing?

Here, are the reasons behind conducting salesforce testing:

  • Allows you to check that configuration and code are functional.
  • Helps you to verify that the finished system can support the client’s business processes
  • Helps you to confirm that the system’s initial build meets the requirement
  • Helps you to catch problems early, while they’re easy to fix
  • Functional flows report based on the status of test cases. This allows a team to create the functional flows to know the functionality.
  • Process builders feature helps you to check the working condition and behavior of the system

Types of Salesforce Testing

Manual Testing:

The manual software testing process includes the testing of the Salesforce.com App by using traditional methods. QA can use manual testing to execute functional testing, happy path, regression testing, and system testing.

Automated Testing:

Levels of Testing in Salesforce
Following levels of Testing usually, apply to Salesforce

Unit testing:

Unit testing refers to tests that verify the practicality of a selected section of code, sometimes at the operating level. In associating object-oriented surroundings,

Developers sometimes write these forms of tests as they work to confirm that the particular operation is functioning of course. Unit testing alone cannot verify the practicality of a bit of package, however, rather is employed to confirm that the building blocks of the package work severally from one another.

Unit testing may be a package development method that involves a synchronized application of a broad spectrum of defect interference and detection ways to cut back package development risks, time, and costs. Unit testing aims to eliminate construction errors before code is promoted to further testing; this strategy is meant to extend the standard of the ensuing package similarly because of the potency of the general development method.

Depending on the organization’s expectations for package development, unit testing would possibly embrace static code analysis, data-flow analysis, metrics analysis, peer code reviews, code coverage analysis, and different package testing practices.

System testing:

System testing tests an integrated system to verify that the system meets its necessities. for instance, a system check would possibly involve testing a login interface, then making associated piece of writing an entry, and causation results, followed by outline process or deletion (or archiving) of entries.

System testing takes, as its input, all of the integrated parts that have passed integration testing. System testing seeks to notice defects each among the “inter-assemblages” and among the system. the particular result’s the behavior made or ascertained once a part or system is tested.

System testing is performed on the whole system within the context of either useful demand specifications system demand specifications or both. System testing tests not solely the planning but conjointly the behavior and even the believed expectations of the client. it’s conjointly supposed to check up to and on the far side, the bounds outlined within the package or hardware necessities specification.

UAT Testing:

  • It Is conducted by the users who will use the application or the developer.
  • Allows testing the system able to support the business processes and requirements.
  • UAT testing following a test script based on what happens in the business.
  • The purpose should be that the client confirms that the system is fit for the purpose

Production Testing:

  • It is a repeat of system testing in the Production environment to check the working behavior of the developed functionality.
  • Product testing in salesforce allows you to test whether config has been correctly deployed from sandbox to production environment or not.
  • If there is time left before the final project launching, then the client should run through UAT scripts again post-deployment

Why regression test your Salesforce application?

Regression will be testing helps ensure that code doesn’t break when your system is updated, customizations are added, and new integrations are introduced to business workflows.

Think of it as sending your car for routine maintenance. If you don’t do it regularly then you’re likely to miss underlying issues. It’s a problem getting it done, but this routine maintenance keeps your car healthy.

If you don’t regularly do regression tests then your system, you’re likely to miss critical bugs that will cause you expensive headaches down the road.

It’s a pain to do, especially if it’s done manually. But if you do with the automation, the process can move faster and increase the quality of your overall system.

Salesforce Testing Process

The Salesforce testing process is the same as any normal web-based application. The tester should have a clear perspective of the customizable features which are built during the test process. It will help testers to focus on that customized code instead of the built-in Salesforce features.

The developer and tester should use the Test Environment (Sandbox environment) for each of their purposes. Tested code in the Sandbox is deployed to production from the Sandbox environment. It is assumed that the QA has the basic knowledge and understanding of the terms used in Salesforce.

Challenges of Salesforce Testing

Salesforce testing is not an easy process. There are many challenges faced during the process by the tester

Some of them are:

  • It’s not an easy task to test advanced features like Visualforce, and Salesforce.
  • Tester needs to recreate all your classic tests for the Lightning UI
  • Automated tests should be able to work in all your test environments
  • Issues occur while creating field locators for the Salesforce screens because some fields ID different between Organizations

Salesforce testing Best practice

  • Run tests as real user profiles in order to get the proper results.
  • The testing method must include regression testing, functional testing, UI testing, and system integration testing
  • The dynamic nature of visual force pages should be paid special attention to as all the elements of a webpage may not be loaded simultaneously
  • Negative and positive flows should be considered by the salesforce tester.
  • Users roles must be constructed and tested using Workflows

Roles and Responsibilities of a Salesforce Tester

  • Important roles and responsibilities of Salesforce testers as below.
  • Salesforce tester conducts Smoke Testing to make sure all the major functionalities are functioning as per requirement.
  • Create both positive and negative Test Scenarios
  • Testers are also needed to work on the application and gain an understanding of its functionality to create a functional map
  • A tester should have a communication channel with the development team
  • customizable features should understand by the tester which can be built for the Salesforce app
  • Role-based test cases to ensure the consistency of data run by the tester.
  • should also perform a compatibility test in case Salesforce integrated with third-party applications