Salesforce QA Testing – What, Why, and How to Perform?

In this article, let’s understand what is Salesforce QA testing, why it is needed, and how to perform it. We will also look at the best practices, challenges, and why Testsigma is the best tool for Salesforce QA Testing.

What is Salesforce QA and Testing?

Salesforce QA, or Quality Assurance and Testing, is a process to provide reliability in the functionality and performance of salesforce applications/customizations. In other words, it systematically evaluates Salesforce solutions to see if they meet the specified business requirement, function correctly across different scenarios, and integrate seamlessly with other systems. 

Check here – Salesforce Testing

The purpose of Salesforce QA testing is to identify and correct the defects as early as possible during the development cycle for hassle-free implementation and also to make the experience of an end user reliable. This mainly helps to maintain the integrity and efficiency of the Salesforce platform to support business operations and increase customer satisfaction. System failure, minimization of risk, better consumption rate by users, and increase in return on investment of Salesforce applications are the main goals of exhaustive testing of Salesforce applications.

Check out this guide on how to perform Salesforce UI testing.

Why is Salesforce QA Testing Important?

Salesforce QA testing plays a vital role in enhancing the user experience and higher user adoption rate. When the applications are smoother and more efficient, the more the users will accept and utilize the application, reaping better productivity and improved business results. Here are a few reasons why Salesforce QA Testing is important.

1. Ensures Functionality and Reliability: Salesforce QA Testing identifies and addresses defects early, ensuring that applications function correctly and reliably, thus preventing system failures and service disruptions.

2. Ensures Optimized Performance: The rigorous testing ensures that applications in Salesforce have met the user’s requirements and perform efficiently, hence higher satisfaction and adoption rates for their users.

3. Ensures Compliance: QA Testing ensures that Salesforce implementations meet the standards and regulations of the industry, thereby saving the organization from probable legal and financial issues.

4. Supports Continuous Improvement: New areas for improvement allow QA Testing to bring about the continuous evolution of Salesforce solutions and make them in line with the changing needs of business requirements and market conditions. 

5. Increases Productivity: A stable and efficient Salesforce system increases user productivity, which then reflects in better business outcomes and higher return on investment.

Here’s a complete list of the best Salesforce Automation Testing Tools.

Types of Salesforce QA Testing

Salesforce QA testing includes various types of testing. Each of these is used to focus on a particular area of an application for delivering quality and better performance of the application. Here are the different types of Salesforce QA Testing.

Functional Testing

This verifies that all the functions in the Salesforce application operate in line with the specification requirements. Functional testing will analyze how the users will interact with the system, giving input data, processing the information, and the output that is expected. By ensuring that all the features and functionalities indeed function as anticipated, this testing makes it easy to perceive functional discrepancies and fix them pretty early in the development phase.

Check here – Salesforce Integration Testing

Regression Testing

Regression testing is one of the crucial stages in testing and it is performed to ensure that new changes in the code do not affect or break existing features of the Salesforce applications. Regression testing involves re-execution of the tests that were run earlier to verify if system behavior remains the same even when specific updates or enhancements are made. Regression testing maintains the stability of the system and ensures that new defects are not introduced while enhancing or adding new features to the application.

Check here – Salesforce Regression Testing

User Acceptance Testing (UAT)

UAT is a testing stage where actual end-users using the Salesforce application are testing the application in a very realistic environment. This ensures that the application has met their needs and requirements. In UAT, specific tasks/scenarios are performed that ensure the system is easy to use and its functionality is wholly tested; these tasks/scenarios emulate the end user’s daily activities. A properly conducted UAT assures that the Salesforce solution is ready to be deployed and will be well-accepted by its targeted user base.

Performance Testing

Performance testing determines the ability of a Salesforce application to respond, stabilize, and scale in extreme conditions. Performance Testing can emulate different loads concerning user levels and data volumes. It identifies the root causes of performance bottlenecks and possible performance problems so that applications can efficiently handle peak load situations without compromising quality.

Security Testing

Security Testing finds the vulnerabilities and ensures that the Salesforce application is safe from any threat or unauthorized access. It comprises checking security features, for example, authentication, authorization, encryption of data, as well as permission of users. Security Testing protects sensitive data against unauthorized access and also ensures the application complies with security standards and regulations to avoid data breaches or cyber-attacks prone to the organization.

Read more – Salesforce API Testing

Best Practices for Salesforce QA Testing

Embedding best practices into the Salesforce QA testing helps assure completeness, efficiency, and effectiveness of the process. It helps to maintain high standards in quality, spooling activities, and reliable results, which meet business goals.

• Clearly Define Requirements: Clear requirements set a proper direction for the testing process and ensure that the application comprehensively validates all functionalities.
• Create Detailed Test Plans: This involves the creation of a test plan for objectives, scope, resources, timelines, and testing methodologies.
• Automate Repetitive Tests: You should automate repetitive and regression tests so that manual effort is avoided and the possibility of human error is minimized.
• Perform Regular Regression Testing: Regression tests should be performed regularly to ensure that new changes do not negatively impact the existing functionalities.
• Involve actual end-users in UAT: User Acceptance Testing involves actual users validating that the system meets their needs and expectations.
• Monitor Performance Continuously: This will ensure that performance on the same system is continuously monitored for any problems arising under different usage conditions.
• Focus on Security Testing: Prioritize security testing to protect the system from vulnerabilities and ensure compliance with security standards.
• Record and Track Defects: Record defects found during testing in detail, and their fix should also be tracked so that no defect goes unnoticed.

Here’s a guide explaining the Salesforce QA test cases and best practices in detail.

Challenges of Salesforce QA Testing

The complexity, customization facilities, and constant upgrading of the platform make Salesforce QA testing a distinct challenge. This challenge must be addressed to ensure quality and reliability in Salesforce implementations.

• Complex Customizations: A large number of customizations adds to test complexity, as every customization needs to be fully validated so that all custom features work as expected.
• Regular Updates: Due to regular updates of Salesforce with new releases, testing is required almost continuously for compatibility and to avoid disruptions.
• Integration Issues: The integration must be seamless with other systems and third-party applications, and therefore, it requires end-to-end testing of all systems.
• Data Migration: In Salesforce, the implementation or upgrade requires a considerable amount of complex checks regarding data migration accuracy and completeness.
• Performance Variability: Testing for consistent performance under varying loads and user conditions can be difficult, especially in large-scale deployments.
• Security Concerns: Robust security measures and compliance with all aspects of data protection regulations demand rigorous testing of authentication, authorization, and data encryption features.
• Limited Testing Environments: It is not always possible to fully replicate the exact production environment during testing, which can compromise test results. 
• User Acceptance Testing: It is sometimes difficult to schedule UAT with the actual end-users who may not necessarily be available or vary in expertise.

6 Reasons Why You Need to Implement Salesforce QA Testing for Your Business

Salesforce QA Testing ensures the success and reliability of your Salesforce applications. This testing process helps find issues sooner rather than later so that the system performs as required by the business and also provides a smooth user experience for users.

• Ensure Accuracy of Customization: QA Testing assures one that every customization or configuration will work as it should and prevents errors from disrupting business processes.
• Maintain System Stability: This testing ensures that any new update or addition of any new feature does not affect the performance and stability of your applications present at Salesforce.
• Enhance User Adoption: QA Testing ensures that the users get the most user-friendly and bug-free experience, increasing user satisfaction and higher adoption rates of Salesforce solutions.
• Protect Sensitive Data: Security testing protects your Salesforce environment against vulnerabilities that can be exploited, which can make you compliant with data protection regulations and prevent data breaches.
• Optimize Integration: Thorough testing ensures that Salesforce seamlessly integrates with other business systems; thus, companies will have a cohesive and effective workflow. 
• Increase ROI: Add QA Testing to avoid costly system failure and downtime. This ensures a stable Salesforce environment that fosters business success and total return on investments.

How Salesforce QA Testing is Transforming?

Salesforce QA testing is rapidly evolving and is driven by advancements such as continuous automation, AI, and CI/CD practices. Automated tools like Testsigma are being used increasingly for routine and repetitive tasks, and the percentage of automation tends to be on the rise to ensure there is less and less manual intervention and the quality increases. 

Artificial intelligence and machine learning will be more inbuilt into the testing processes by predicting potential bottlenecks, optimizing test cases, and giving more insight and meaningful results. Also, CI/CD pipelines allow for frequent and reliable testing. This allows teams to perform more frequent releases and deliveries improving agility while maintaining proper standards. These rapid transformations are making Salesforce QA Testing more efficient, scalable, and effective in ensuring robust and reliable applications.

How to Perform Salesforce QA Testing with Testsigma?

Testsigma is an AI-powered test automation platform that makes Salesforce QA testing very accessible with its cloud-based and low-code test automation approach. Along with Salesforce qa testing, Testsigma offers a complete suite of testing functionalities like cross-browser testing, UI testing, data-driven testing, performance, regression, and much more. With Testsigma, you can write automated test cases in simple English language thus helping both technical and non-technical members to create complex test cases seamlessly.

Check here – Salesforce Testing Low Code Platform

Step 1. Set up Your Testsigma Account

1. Start with creating a free account on the Testsigma platform.
2. Log in or sign up for a free Testsigma account. Now, create a new project to test your Salesforce app. 

Step 2. Salesforce Metadata Connection and Sync

1. The next step is to connect your Salesforce using a Metadata connection.

2. Once you have completed the metadata connection successfully, click on the Start metadata sync button to sync the data.
   

3. Once the metadata sync is complete, you can start creating Salesforce test cases using the Create test case button.

Step 3. Create or Record Test Steps and Test Cases

1. You can use Testsigma’s intuitive interface to create test cases using plain English or record user interactions.
2. Alternatively, you can also create test steps using NLPs or Recorder as shown below.

Step 4. Execute Tests and Analyze Results

• Once you have created the test steps, run your test cases either manually or you can schedule automated test runs on Testsigma’s cloud infrastructure.

• Continuously monitor test progress and results in real-time. After the test execution, you will receive a drill-down test execution report. Also, you can watch a complete simulation of the test performed and analyze what went wrong in case your test fails.

That’s it. You have successfully automated Salesforce QA testing with Testsigma. 

Conclusion

To sum up, Salesforce QA Testing is a practice that offers a tremendous contribution towards the cause of quality, reliability, and performance of Salesforce applications. With best practices, solving common issues, and bringing in some advanced test automation tools, such as Testsigma, it is pretty easy to keep Salesforce applications intact with high-quality and reliable Salesforce QA testing. 

Frequently Asked Questions

Does Salesforce QA require coding?

Salesforce QA Testing does not have a mainstream coding requirement as most of the work can be done through drag-and-drop tools and codeless automated testing platforms. However, for much more complex and advanced customization, coding would help to create test scripts. Thus, the necessity of coding will depend upon the type of testing work and corresponding tools used for testing.