Salesforce Testing Tutorial (What, Process, Tools, Best Practices)

Software TestingTesting ToolsAutomation Testing

What is Salesforce?

Salesforce is the world's first cloud-based CRM solution. It was created in March 1999 by Marc Benioff and Parker Harris. The goal of creating this CRM system is to allow people to sell, service, promote, analyze, and communicate with their customers in a cost-effective and simple manner.

SFDC (SalesForce Dot Com) has a plethora of common features that will assist you in managing your relationships with clients and prospects. It also allows users to communicate and cooperate with workers and business partners to properly protect their cloud data.

This tutorial will teach you −

  • What is Salesforce?

  • What is Salesforce Testing?

  • Why Salesforce testing?

  • Types of Salesforce Testing

  • Levels of Testing in Salesforce

  • Salesforce Testing Process

  • Salesforce Testing challenges

  • Best practice for Salesforce testing

  • Roles and Responsibilities of a Salesforce Tester

  • Salesforce Test Automation Tools

  • Sample Salesforce Test Scenarios

  • Salesforce Testing: Client Challenges

What is SalesForce Testing?

The beautiful thing about Salesforce is that so many out-of-the-box functions can be adjusted to meet the needs of a business.

Salesforce testing verifies the setup and modifications done in vanilla SDFC.

The problem is to verify that a tester is verifying customized code rather than evaluating built-in salesforce functionalities.

Salesforce CRM is based on the APEX platform development language. It also has a plethora of built-in unit test cases to help developers check their programs.

Why Salesforce testing?

The following are the primary reasons for undertaking salesforce testing −

  • Enables users to verify that the setup and codes are working properly.

  • Assists users in ensuring that the completed system can handle the client's business operations.

  • Assists users in confirming that the system's first construction satisfies the agreed-upon specifications.

  • Aids users in detecting issues quickly, when they are simple to resolve.

  • The state of test cases is reported through functional flows. This enables the team members to design functional flows in order to understand the software's operation.

  • The process builder’s functionality allows you to test the system's operation and behavior.

  • Workflows allow users to test the operation of time-based activities.

Types of Salesforce Testing

Manual Testing

The manual software testing procedure comprises standard techniques for evaluating the App. Manual testing can be performed by the QA team to do functional testing, happy path testing, integration testing, regression testing, and system testing.

Automated Testing

A computer program is used in automated testing to examine a or app. Selenium, Assure Click, QTP, and other automated testing technologies are utilized.

Levels of Testing in Salesforce

Salesforce typically employs the following tiers of testing.

Unit Testing

  • Apex developers are in charge of the unit testing procedure. It entails inserting clauses in their program that check its coverage constantly.

  • It assists you in determining how many data records are affected so that the code may execute properly in that context.

  • To publish Apex code into a production system, you must have a code coverage ratio of approximately 78 percent.

System Testing

  • It is carried out by a highly skilled team of Salesforce specialists.

  • Includes evaluating the technical operations of the system from start to end. Involves test script based on specified outputs.

  • Enables you to diagnose an issue using the system's automatic rules such as workflow, validation, assignment, and so on.

UAT Testing

  • It is carried out by the consumers of the program.

  • Provides for the testing of the system's ability to deliver business operations.

  • UAT testing is carried out by a test script based on what occurs in the company.

  • The expected outcome is for the customer to validate that the system is up to standard.

Production Testing

  • It's a repetition of system testing in the Production environment.

  • Product testing in Salesforce helps you to determine whether or not configuration and programming have been appropriately transferred from the sandbox to the production environment.

  • If there's enough time until the final project release, the customer must run through the UAT processes one more after-deployment.

Regression Testing

  • The primary goal of regression testing is to determine if new code and configuration changes have an impact on the system's existing client operations.

  • It'll be carried out once an improvement or a patch has been delivered to operation.

  • The customer submits a list of potential adjustments to their present procedure.

Salesforce Testing Process

Salesforce testing is similar to that of any other internet program. The tester must have a comprehensive understanding of the customizable features created during the testing process. It allows them to concentrate on the customized code rather than the default Salesforce functionalities.

For each of their goals, developers and testers should employ the Sandbox environment (Test Environment). Sandbox-tested code is delivered to production from the Sandbox environment. It is expected that the QA tester has a basic comprehension of the Salesforce terminology.

Salesforce Testing challenges

Salesforce testing is a difficult procedure. The tester encountered several difficulties along the process. Among them are −

  • Important features such as Visualforce, Salesforce, and Service Cloud Console are difficult to test.

  • All of your traditional tests must be recreated for the Lightning UI.

  • A few of the basic capabilities, while no longer being used, cannot be deleted.

  • Whenever we move to the testing environment, the GUI tests fail.

  • Automated tests must be able to operate in all of your testing environments.

  • Because certain field IDs fluctuate between Organizations, problems arise when defining field locators for Salesforce displays.

Best practice for Salesforce testing

  • Conduct tests as though they were genuine user profiles.

  • Test data must be collected in order to validate the report's functioning.

  • Functional testing, user interface testing, regression testing, and system integration testing must all be included in the testing approach.

  • Because not all parts of a site can be published at the same time, the dynamic character of visual force sites should be taken into account.

  • Selenium with HP Unified Functional Testing should be used for automation testing.

  • Positive and negative flows must be considered by Salesforce testers.

  • Workflows must be used to build and test user roles.

Roles and Responsibilities of a Salesforce Tester

Salesforce testers have the following significant duties and tasks −

  • Should be capable enough to do Smoke Testing to ensure that all key functions are working properly.

  • Develop both positive and negative test scenarios that are capable of equivalency. Evaluation of Boundary Values and Partitioning

  • Testers are also required to concentrate on the program and learn about its functioning to generate a functioning map.

  • A tester should be able to communicate easily with the development team.

  • The tester should be aware of the customized features that may be added to the Salesforce software.

  • To verify data consistency, the tester must run role-based test scenarios.

  • They should do compatibility tests if Salesforce has been linked with thirdparty apps.

  • A Salesforce tester should be knowledgeable with load testing technologies such as JMeter to validate complicated flows in Salesforce that might provide inconsistent results.

  • Apex knowledge

SalesForce Test Automation Tools

Because the majority of the test websites in SalesForce are dynamic, doing automated functional testing is a difficult undertaking. As a result, the tester must create a solid automation framework that will be beneficial not only now but also in the future.

Salesforce testing tools that are often used are listed below −


  • HP Unified Functional Testing (UFT)

  • Cucumber

  • IDE (Eclipse-based)

  • Change Sets (Cloud Deploy)

  • Ant/ migration tool

  • Workday

Reasons for using Salesforce testing tools

  • It can assist you to save up to 75% of your time and 25% of your test automation expenditures.

  • Better Apex Test Execution, thorough test coverage, and class coverage reports are available.

  • You may use industry-leading automation technologies such as Selenium and JMeter.

  • Auto-generate test cases for diverse settings and browsers.

  • Store and replay your recorded test scenarios in real-time.

  • Allows you to automate all pre-and post-deployment processes.

  • Salesforce testing separates data from test scripts and enables you to improve with numerous datasets.

Sample Salesforce Test Scenarios

  • One can obtain the lead's or customer's contact details.

  • Contacts can indeed be designated as active or inactive.

  • Any firm can be designated as a client or a possibility.

  • Web forms may be used to collect data.

  • The price in the quotation cannot be $0.

  • Once the transaction is completed, an email should be issued. Bounced emails, if there are any, must be dealt with.

  • Connection with third-party applications should be functional.

  • Billing services should function normally.

  • There is no recorded duplication in contact, possibility, or lead management.

  • The mobile workflow functions as planned.

  • Files must not be accessible to unauthorized people.

Salesforce Testing - Client Challenges

Customers are usually concerned about Salesforce testing since they may not know how to effectively do it. As a result, they have a belief that is very different from reality.

Here are a few examples −

Consumer Problems
Don't know how to utilize the Salesforce program.
Customers should test their processes rather than the system's functioning.
We can't test till all of our data is present in the system.
They simply require a small amount of data to test.
They simply require a small amount of data to test.
They want you to communicate with your project manager and make regular check-in calls throughout the design and construction stages.


  • Salesforce is the world's premier cloud-based customer relationship management solution.

  • Salesforce testing is the process of validating the setup and modification done in vanilla SDFC.

  • Salesforce testing ensures that the completed system can handle the customer's business processes.

  • The most difficult aspect of SalesForce Testing is ensuring that you are testing the modification as well as the built-in SDFC functionalities.

  • Unit testing, system testing, user acceptance testing, production testing, and regression testing are all significant stages of Salesforce testing.

  • The most difficult aspect of Salesforce testing is that you should always rewrite all of your old tests for the Lightning UI.

  • Salesforce testers should perform tests as if they were real user profiles.

  • Salesforce tests must be able to do Smoke Testing to ensure that all main functionality is operating as expected.

  • Cucumber, Selenium web driver, and HP Unified Functional Testing (UFT). IDE is a few essential salesforce testing tools.

Updated on 09-Jun-2021 12:12:57