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January 2, 2023

What Do Modern Testing Teams Need to Carry Out Proper Salesforce testing?

Businesses need to handle and analyze large amounts of user data to sell, service, analyze, and connect with customers. It used to be tedious and expensive to do this, but it has become easier using customer relationship management software like Salesforce. With these tools, you can better manage prospective customers and customer relationships.

What is Salesforce Testing?

Salesforce is a customer relationship management software that assists companies in managing interactions with customers and potential customers. It helps them to streamline their operations, build customer relationships, boost sales, enhance customer service, and improve profitability. It offers many out-of-box tools and features that the development team can customize to help the company store and manage customer data, monitor customer interactions, and manage customer relationships.

However, you will need to perform proper testing to ensure that all the configurations and customizations work perfectly. Salesforce testing is vital so the development team can verify if the finished system meets the specified requirements. It involves testing your Salesforce deployments work as you expected. 

You can do it manually or employ automated testing to perform this test. Salesforce manual testing is the process of verifying the system’s accuracy and usability through direct user input and observation. This type of approach involves manually running each test scenario, evaluating the results, and then making improvements as necessary. On the other hand, Salesforce automated testing is a comprehensive process that uses computer-generated tests to accurately assess software performance with minimum time and human resources invested, thereby increasing test coverage and providing valuable metrics for achieving quality software. The testing is divided into three main parts.

  • The first part of the testing covers the customizable features of Salesforce. It checks that they deliver optimal performance.
  •  The second part verifies that all the Salesforce integrations in the application work as expected
  • Finally, the last part of the testing tests the custom Salesforce deployment to ensure that the features or functionalities remain defect-free or unaffected in any way during the usual release schedule of Salesforce

Things That Modern Testing Teams Need to Carry Out Proper Salesforce Testing 

Efficient Salesforce testing is critical for the success of Salesforce implementation. It can ensure higher software quality, improve user satisfaction, increase efficiency, and improve business processes. However, there are some key things that modern testing things need to carry out proper Salesforce testing. Some of them are listed below.

Well-Defined Testing Process

Modern testing teams need a well-defined testing process to ensure that all relevant areas in the system are tested and that no critical feature or functionality is neglected during the testing. This will help to identify any defect that could impact the quality of the software. The testing process should have tracking mechanisms that can monitor the testing progress and identify any challenges or bottlenecks that arise in the testing. 

In addition, a well-defined testing process provides a clear framework that dictates the roles and responsibilities of every member of the testing team so that everyone knows and fully understands their duties in the testing process. This will help ensure you have all the time, tools, and personnel to conduct proper Salesforce testing.

Involvement of the Testing Team in the Initial Phase

Involving the testing team in the initial phase of the Salesforce integration can benefit the testing process. For starters, it will allow them to understand the business requirements and objectives of the implementation. It will also help them design the testing process to focus on the business’s goals. 

Also, by participating in the initial phase, they can give their input on the design and development of the systems. Their feedback can help the developers avoid common errors, which can cause bigger problems later in the software development cycle. In addition, the testing team will be able to anticipate any potential issues, which they can prepare to resolve during testing.

Thorough Understanding of the Salesforce Platform

The testing team must thoroughly understand the Salesforce platform and its capacities to use the software properly. By having a deep understanding of the platform, you will be able to create comprehensive and effective test cases that utilize the relevant features and functionality according to the business processes and requirements of the organization. This will help you ensure that your products are thoroughly tested so that all bugs and defects are identified and resolved promptly.

Also, a solid understanding of the platform means you will be able to design and execute more Salesforce tests efficiently. You can identify and troubleshoot issues more quickly and effectively. You will also have an easier time developing suitable test cases and scenarios to validate the system behavior. 

A thorough understanding of the Salesforce platform and capabilities is an essential factor in being able to carry out proper Salesforce testing.

Tools and Resources

The testing team can only deliver efficient Salesforce testing with critical resources such as time, personnel, and tools. Salesforce testing cannot be rushed; it requires a great deal of time to create and execute test cases, track defects, and liaise with stakeholders.

It also requires expert testers with sufficient expertise and skill to conduct the testing process efficiently. Ensure that all members of the team are well-equipped to perform efficient testing.

You will also need a wide range of tools, including test management tools, performance testing tools, and automation tools, to ensure that the testing process goes smoothly.

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