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Salesforce is by far one of the most preferred CRM platforms. The popularity of Salesforce as a CRM platform owes mainly to the software’s flexibility, scalability, ease of application and cost effectiveness. Its ability to bring about a seamless integration of different business functions can result in better business intelligence. The best part of using Salesforce is in developing bespoke applications quickly. These applications can help in strengthening the customer interface with an aim to deliver the expected customer experience. This is important to ensure and propogate one’s brand value in the competitive business environment.

So, be it accounts, admin, campaigns, leads, opportunities or contacts, Salesforce integration of applications can do a world of good to the business. However, the pace at which such applications are developed requires the same to be thoroughly tested for bugs or to address the performance issues. 

When it comes to testing, carrying out manual testing of applications on Salesforce can lead to issues such as inconsistent monitoring, cost escalation in terms of man hours spent, and lesser test coverage. To get over the shortcomings of manual testing, it is advisable for businesses to go with Salesforce test automation.

At the same time, writing codes for Salesforce automation testing is a skilled task, for any small change to the system would mean writing the corresponding Salesforce test automation code all over again. This complexity can certainly be a deterrent unless appropriate tools to undertake test automation for Salesforce are implemented. 

To implement successful Salesforce test automation, these are some key essentials; 

#1 Choose the right Salesforce automation testing tool: Salesforce test automation would require use of a code free tool. The focus should be more on using a tool with a point and click interface. There are quite a few Salesforce automation testing tools such as Salesforce Lightning Inspector, Provar and Apex Interactive Debugger, etc. These include features such as flexibility and automatic generation of reports amongst others.

#2 Cover the entire test area: As opposed to manual testing, Salesforce test automation should cover the entire test area with all the positive and negative test cases. Run Salesforce automation testing to include any possible update that the organisation might have undergone since the last test automation for Salesforce. Also, take into account the code lines, for any addition or alteration of these can change test coverage patterns. 

#3 Cover all types of test automation for Salesforce: Salesforce automation testing should include a wide range of tests. These can range from functional testing, load testing, and regression testing to security testing and deployment testing. Since each of these tests verify and validate a specific aspect of the application, overlooking one or more can have a significant impact. You can miss out on errors or bugs in the process. 

#4 Check for Classes and Controllers: The creation of separate classes and controllers, though important to make the code more flexible and scalable, can make things difficult for portability. This necessitates the use of test code in the original class and controller code to carry out portability. 

#5 Focus on Unit Test: If the entire code is tested during test automation for Salesforce, any bug found can be difficult to correct. On the other hand, if a particular subset of a functionality is checked the bugs can be identified and corrected easily. Thus, carrying out a unit test to validate a particular functionality or record against expected outcomes makes the testing process more robust. 

#6 Check the code in its entirety: Since a test code for Salesforce test automation can cover a large number records (in hundreds), it is advisable to check the entire code. This should be undertaken to achieve optimization in testing, and even check individual records. 

#7 Check for positive tests: Salesforce test automation should check for the expected outcome for all combination of test parameters. 

#8 Check for negative tests: Finding negative test results during test automation for Salesforce would mean the presence of bugs. It can result in long term impact on the application and its functioning. 

Conclusion 

Building an application and integrating the same on Salesforce can enhance the functioning of an organisation. This should be duly followed by Salesforce test automation to obtain optimum results. Salesforce Testing must address some basics ‘dos’ to ensure that the application integrates well with other functions. This will eventually ensure higher RoI.

John works for Cigniti Technologies, which is one of the top Independent Software Testing company in the world to be appraised at CMMI-SVC Level 5, and an ISO 9001:2008 & ISO 27001:2013 certified organization.