Want To Learn Salesforce Automation Testing? Best Practices For 2024! 

Automation Testing Company

From Fortune 500 to over 150000, small and medium businesses use the Salesforce app builder platform. They use it for designing, creating, and deploying applications. This platform is secure and scalable for those who wish to develop applications. Making an application is just one part of the puzzle in this digital age. As a company, you must ensure that your app works well and offers a smooth user experience. It is the point at which automation testing becomes relevant. It saves your production costs by detecting problems in the early developmental stage, but that’s not all.  

Test automation also offers comprehensive test coverage. However, all this is possible only by implementing best practices, which help businesses maintain the integrity of their operations. So, let’s dive in and create a robust strategy for achieving excellence in test automation within the Salesforce ecosystem. 

Planning Your Salesforce Testing Strategy

Remember, your testing strategy determines your application’s success. A full-proof testing strategy must involve different people in the project and ensure that it reflects the interaction of real users. So, your Salesforce automation testing strategy must be comprehensive and intelligent. The following outline will help you create a reasonable testing plan. 

Understand Your Requirements 

The first step to developing a robust testing strategy is understanding your requirements. It means having in-depth information about your business needs. Additionally, you must identify the crucial functionalities and features required for testing. 

Define Your Test Objectives 

Next, it’s time you define your test objectives by clearly stating your testing goals. It also fosters team collaboration and helps them work towards a common goal. Therefore, determine whether you want to validate functionalities or ensure data integrity through Salesforce automation 

Identify Your Test Scope 

It is the third and most crucial step in creating a robust testing plan. In this step, you must determine the extent of your testing. You must brainstorm with your teammates to determine which application functionality needs testing.  

Create a Test Plan 

This step involves planning before you begin the testing procedure. This plan should cover how and when automation testing companies will do the testing and the necessary resources. So, it’s their roadmap for the testing process. 

Salesforce Test Automation Best Practices To Follow

Plan Your Test Strategy

Develop a comprehensive strategy tailored to testing Salesforce components and vital business processes. Align your strategy with business objectives and stakeholder roles, and document the testing steps, tools, and exit criteria. 

Conduct Integration Testing 

Thorough integration testing ensures seamless integration of Salesforce microservices like payment and delivery systems. Detecting and fixing defects early in the testing phase is crucial for smooth functionality. 

Utilize Automated Test Scripts 

An automation testing company can leverage tools for Salesforce checkout and order fulfillment processes. Further, they can automate API endpoint testing with tools like Postman and REST-Assured for efficient testing and real-time monitoring. 

Implement the ‘Shift Left’ Approach 

Implement the shift left’ strategy by testing at an early stage of the software development process. Detecting and addressing issues early reduces costs, effort, and complexities, improving application performance, security, and overall quality. 

Engage Stakeholders in UAT 

Involve User Acceptance Testing (UAT) stakeholders to gather feedback and insights for software releases. Embracing behavior-driven development (BDD) enhances team communication, aligns business requirements, and reduces rework. It also improves automation testing project’s timelines and quality. 

Advanced Testing Approaches 

Although unit, integration, and system testing are essential, managing the complexity of Salesforce development calls for more focused and sophisticated evaluations. Targeted tests tailored to Salesforce intricacies address unique challenges in complex implementations. 

Performance Testing 

Application performance must be assessed and optimized for a flawless user experience in Salesforce development. Performance testing tools like Salesforce Performance Assistant simulate scenarios to stress-test the application under various conditions, identifying bottlenecks and offering optimization strategies. 

Security Testing 

With the Salesforce ecosystem, handling sensitive data is paramount. Scrutinizing authentication, data encryption, and authorization processes helps mitigate vulnerabilities. Additionally, it also ensures the safety and trustworthiness of Salesforce applications. 

Automation in Salesforce Testing 

Automation tools are essential in speeding testing, reducing manual work, and adapting to changing business needs. Organized, automated test sets enhance efficiency and reliability in Salesforce development, creating error-free applications. 

Extensive Testing

It allows for executing numerous test cases, covering various scenarios, including both likely and unlikely ones. This comprehensive approach enables businesses to adapt quickly to new releases or updates with the existing technology and test scope. 

Enhanced Efficiency

By eliminating slow, manual testing processes, QA Automation Companies speed up their operations and reduce the risk of human errors. It ensures reliable data feedback and minimizes the need for test redoing. 

Scheduled Repeat Tests 

Once test foundations are set, they can be repeated effortlessly, reducing workforce requirements for large-scale testing programs. Scheduling repeat tests is straightforward and eliminates the need for testers to spend hours or days on repetitive tasks. 

Automatic Reporting

Automated testing generates detailed reports automatically after completing the tests. These reports help evaluate the application’s success. It also makes identifying test reruns and pinpointing error locations accessible for a QA automation company. Further, companies can save recordings of additional tests and watch them later to gain more insight into the testing process.  

Tester Focus 

Automated systems handle routine tests, allowing expert testers to concentrate on developing innovative projects to enhance Salesforce CRM functionality. It frees them from overseeing existing test initiatives, enabling them to focus on new problem-solving strategies. 

Quick Issue Identification 

Automated testing systems efficiently detect configuration issues and code errors, providing concise reports for a swift resolution. This proactive approach prevents potential damage to Salesforce CRM, contributing to its efficient operation and continuous improvement. 

Challenges in Salesforce Testing and Solutions 

Data Management Challenges 

  • Challenge: Handling test data in Salesforce automation testing, especially with large datasets, can be complex. 
  • Solution: Use tools like Salesforce Data Loader or sandbox environments for realistic test scenarios. 

Continuous Updates and Change Management

  • Challenge: Managing frequent Salesforce updates and changes poses challenges. 
  • Solution: Implement a practical change management approach, including sandbox testing for new releases. 

Ensuring Comprehensive Test Coverage 

  • Challenge: Ensuring that every part of your Salesforce instance has been thoroughly tested can be challenging. 
  • Solution: Create a thorough testing plan that includes automated and manual testing for functional and non-functional components. 

Balancing Test Automation and Manual Testing

  • Challenge: Finding the ideal ratio between Salesforce automation and manual testing can be difficult. 
  • Solution: Automate monotonous work and save manual testing for situations where human judgment and investigation are needed. 

Recommendations for Automating Salesforce 

When choosing a Salesforce automation tool, focus on these key features: 

Ease of Use 

Ensure the tool is user-friendly for seamless team collaboration and accelerated testing processes. 

Low-Code Approach 

Opt for a tool with a low-code approach to simplify test script creation and maintenance. 

Third-Party Integration

Choose a salesforce automation testing tool that integrates well with other applications. It is necessary to help streamline testing without needing multiple tools or other frameworks. 

Key Takeaway 

Salesforce testing requires a deep understanding of the platform’s versatility and customization options, which vary widely depending on business needs. Testing encompasses multiple environments, user roles, permissions, and integration points. By applying these best practices, businesses can improve the quality and reliability of their Salesforce apps. Further, they help minimize defects and better align the user requirements. These best practices help automation testing companies streamline their development process through quicker deployment. They become more efficient, and their return on investment also rises. Enhance your software quality with Salesforce QA testing. Get started today for better outcomes! 


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Co-Founder & Director, Business Management
AutomationQA is a leading automation research company. We believe in sharing knowledge and increasing awareness, and to contribute to this cause, we try to include all the latest changes, news, and fresh content from the automation world into our blogs.