Businesses are required to keep the customer’s data for their better experience as data is the new king. Back in time, businesses used to manage data manually as there were no computers or tools. Over time, computers came to the market, and companies started using excel or doc, but it was hectic and time-consuming.

Salesforce came into the picture and started providing CRM (customer relationship management) solutions. It is a cloud-based company that helps businesses to close more deals and provide better services to customers. Multiple businesses use Salesforce for various purposes, such as creating bespoke or customized applications, and it becomes crucial to ensure all the functions are working properly.

We ensure it via Salesforce automation. Salesforce automates numerous business processes that lead to productivity. However, this can only be achieved if it is configured and customized as per business needs. This is how test automation for Salesforce comes into picture.

What Is Salesforce Automation and How Does It Work?

Salesforce offers multiple services as it has a variety of products and services. It becomes crucial to check working functionality and testing to help implement CRM properly. Whenever any update or customization takes place, testing becomes the need. It can be done manually or with the help of tools.

Manual testing comes with its limitations, like being prone to human error, taking more time and being inefficient. Test automation for Salesforce comes into the picture to deal with the manual testing limitation. Automation will help you to test the product in the developing phase effectively. It also becomes crucial when the system is updated on a large scale, as manual testing won’t be possible.

For example, a customer purchases something from a company’s website, and businesses require to update the data in Salesforce. Automation verifies the action and can notify someone or can take action on your behalf. It increases the speed, & efficiency and reduces the risk.

Challenges Faced by the Business Using Salesforce CRM
Salesforce is the best platform for CRM. However, it has many challenges after implementation, like any other tool or software. Here are a few common challenges faced by the business.

● Cost
Cost is the biggest concern for any business as the software implementation price is high. Businesses look for ROI (return on investment) and are concerned about the investment made on a particular tool. If you are also concerned about it, learn about your business needs and go for specific demands. It will help you in saving money. For example, go for test automation for Salesforce if your business demands it.

● Implementation Problems
Salesforce provides various functionalities and tools, and implementation becomes difficult due to it. A business doesn’t need all the solutions as they have specific problems and also require particular features. Customized solutions will also prevent businesses from paying more. Since Salesforce is highly customizable, you need a tool for specialization.

● Duplication of Record
There is a possibility of duplication of records, so you need to develop a system that can help you to identify and resolve the duplication problem. You can use an external ID to prevent the duplication of records.

● Lack of Support From Salesforce
Salesforce is not always available to respond, and it generally takes two days to respond. Moreover, you won’t always get the solution to the problem as they only guide you to solve the problem. Some free resources and videos are available which might help you to solve the problem. Still, things get complicated with the complex technical issue. You need Salesforce experts or a partner to solve the problem.

● Frequent system updates
Salesforce keeps updating its platform to fix underlying problems and enhance its user experience. Your business also has to make changes to work properly along with the updated software.

What to Look For While Automation?

Businesses can choose their path based on their needs, as test automation for Salesforce is done via two methods: code or no-code. Here are a few things that you should look at before going to automation.

Code-based automation requires the involvement of developers, and you can go with it if you have the resource. If your tester team has hands-on experience in coding, you can go with the code-based solution. On the other hand, if your testing team is experienced with Salesforce and has no coding experience, go with the no-code solution.

Selenium is one of the famous code-based tools for automation, but it comes with a code-based solution. However, it is free, and you can start with it, but you need developers’ resources to write code.

Like code-based tools, multiple no-code-based tools are present in the market, which helps businesses to automate their testing without developers. Opkey is a no-code tool that helps businesses to automate their testing.

Automate Salesforce With Opkey!

Generally, test automation for Salesforce becomes overwhelming because of its challenges. The solutions are also unavailable on the internet according to the business as it was too technical or UX-centric. Opkey entered the market with an easy-to-use testing tool. You can automate tests in one click without any knowledge of programming.