Due to interrupted integration and continuous innovation, Salesforce is considered to be one of the preferred CRMs by businesses across various industries. Salesforce reinforces a wide range of Customer Relationship Management (CRM) activities. For instance, it is integrated with other applications, such as Service Cloud, social media, data loader, and web portal.

Hence, it becomes crucial for businesses to ensure the seamless implementation and integration of Salesforce. For the right and seamless implementation of CRM, testing is the major aspect.

Furthermore, this fact cannot be denied that businesses neglect the testing of Salesforce due to budget and time constraints. However, Salesforce testing is one of the effective ways to carry out testing and streamline business processes.

What Is Salesforce Testing?

It refers to validating the configuration and testing of the vulnerabilities whenever an update or customization is made. One of the great things about Salesforce is that several out-of-the-box features can be customized.

Why Salesforce Testing Is Crucial

Below given are the prime reasons to carry out the Salesforce testing:-

• It allows us to check that code and configuration are functional

• It helps verify that the system is supporting the business processes of the client

• It assists in catching problems early

Types of Salesforce Testing

Manual Testing

In this method, the testing is done through traditional methods. QA teams can use manual testing to execute functional testing, regression testing, integration testing, and system testing.

Automation Testing

The testing which is done through the automation tools is called automation testing. The test scripts are executed without any human interference. It is the most acceptable way to improve productivity, efficiency, and test coverage.

Different Levels of Testing in Salesforce

Unit Testing

The process of unit testing is conducted by apex developers. In this, the modules are used for the testing process that minimizes the dependency of waiting for unit testing frameworks. Unit tests are automated and run each time the code is changed to ensure that new codes do not break existing functionality.

It helps evaluate how many data records are impacted so that code can run successfully in the environment.

System Testing

It is carried out by the expert team of Salesforce consultants. It encompasses the test scripts based on specific outputs. In this testing, the environment is the same as the production environment. It is also known as end-to-end testing because the application is tested to check the overall workflow.

UAT Testing

It stands for user acceptance testing and is primarily conducted by the users who will use the application. It enables the ability of the system to support the business process. In this testing, a test script is followed based on what happens in the business.

Production Testing

Product testing in Salesforce enables testing of whether the code and configurations have been deployed properly from the sandbox to the production environment. It comprises the same steps as were in system testing. If there is time left before the final project launching, then the client should run through UAT scripts against post-deployment.

Regression Testing

The main purpose of regression testing is to test whether the updates or modifications done in the system are affecting the current functionalities or not. It is executed once the enhancement or a fix is implemented in the production.

Challenges in the Salesforce Testing

Salesforce testing is not an easy process. Some key challenges may occur during the process of testing. Some of the major testing challenges are as follows:-

The testing becomes a little complex process when it comes to advanced features of Salesforce, like Visualforce.

In case the test environment gets altered, then running GUI tests becomes difficult.

While the creation of field locators in the Salesforce screen, issues may arise because some field IDs differ between organizations.

Choose Opkey to Streamline the Testing Process of Salesforce

In a nutshell, Salesforce testing is vital to get the most out of your Salesforce platform.

Here are the top reasons you can choose Opkey for testing Salesforce

• It mines the data and configurations directly from the instances of the Salesforce client to understand the workflow.

• The no-code test automation tool empowers any employee to take part in the process of testing. Most of the users of Salesforce are not coders, but the no-code platform enables them to execute the test cases.

• Opkey fits the framework of DevOps seamlessly. It provides the integration plugins for the most popular application lifecycle management tools, such as JIRA, TFS, and Jenkins to support continuous development.

• It reduces test maintenance with the help of self-healing scripts. The AI-smart powered recognition algorithm of Opkey recognizes the element change for Java, HTML, AJAX, and APIs after an update.

• It alerts the users and enables them to immediately fix the broken tests with the help of AI-based suggestions.