Salesforce Testing

Salesforce Testing


Does my Salesforce instance need to be tested?

Testing for Salesforce has become essential because the software and its related systems are getting more complicated. However, many Salesforce users don’t prioritize testing.

This misunderstanding come from the belief that because Salesforce is a pre-packaged software, it doesn’t need testing. Some people think it’s ready to use without continuous testing. But this idea is incorrect.

Salesforce is a highly intricate application that connects with other systems, desktop and web applications. It’s customizable and needs significant mandatory updates three times a year. This puts crucial business processes relying on Salesforce at risk of downtime, which can lead to substantial financial losses for companies.

Best practices in Salesforce testing

Testing in Salesforce is crucial to ensure the stability, reliability, and functionality of your implementation. Here are some best practices that we recommend:

  1. Understand Requirements: Clearly define the requirements before starting testing. This ensures that you’re testing against the intended functionalities.

  2. Test Planning: Create a comprehensive test plan that covers all aspects of your Salesforce instance, including unit testing, integration testing, performance testing, and user acceptance testing (UAT).

  3. Use Sandboxes: Perform testing in Salesforce Sandboxes (Full, Partial, or Developer), which are replicas of your production environment. This prevents any potential issues from affecting the live system.

  4. Automate Testing: Leverage automation tools like Salesforce Test Automation, Selenium, or other testing frameworks to automate repetitive test cases, reducing manual effort and increasing efficiency.

  5. Unit Testing: Write comprehensive unit tests for Apex classes, triggers, and controllers using Salesforce’s built-in testing framework. Aim for high code coverage (ideally above 75%).

  6. Integration Testing: Validate interactions between different modules, external systems, APIs, and third-party applications to ensure seamless integration.

  7. Performance Testing: Assess the system’s performance under different load conditions. Use tools like Salesforce’s Load Testing Toolkit or JMeter to simulate heavy usage scenarios.

  8. Regression Testing: Perform regression tests after each change or update to ensure that new developments haven’t adversely impacted existing functionalities.

  9. User Acceptance Testing (UAT): Involve end-users to validate that the Salesforce application meets their requirements and performs as expected in real-world scenarios.

  10. Security Testing: Conduct security reviews to ensure that data security measures are in place, including proper user access controls and data encryption.

  11. Document and Track: Document test cases, test results, and any defects found during testing. Utilize tools like Jira, TestRail, or Salesforce’s native tools to track issues and resolutions.

  12. Feedback Loop: Encourage feedback from testers, developers, and end-users to continuously improve the testing process and address any issues promptly.

Remember, testing is an ongoing process, so it’s essential to regularly revisit and update your testing strategies to adapt to changing requirements and improvements in the Salesforce ecosystem.