A Comprehensive Overview of Salesforce Testing
A cloud-based CRM (Customer Relationship Management) system is Salesforce. This CRM maintains customer data to manage better customer interactions, including sales, product specifics, marketing campaigns, and services. The CRM can be altered to meet specific business needs, but this alteration must not interfere with any other Salesforce functions.
Salesforce Regression Testing ensures that this customization has no adverse effects on other functionality and that design specifications implement changes.
This Salesforce testing tutorial will show you how to do Salesforce testing while considering all necessary factors and potential difficulties.
Platforms for Salesforce Classic and Lightning
Salesforce initially made its services available through its Classic Platform, often known as Aloha. The 2000s saw a lot of use for it, and even then, Salesforce users could create applications on top of Salesforce specifically to meet their needs. To accomplish this, Salesforce created the first Platform as a Service platform, Force.com, allowing programmers to create and publish any business application without needing extra software.
Salesforce began developing its new Lightning platform in response to technological advancements and user experience improvements, and it has since made it available to its clientele. The Lightning platform offers several valuable and secure capabilities with an enhanced UI.
Salesforce testing is necessary.
A firm frequently needs to modify the default Salesforce application to meet its business needs, regardless of whether they utilize the Salesforce Classic or Lightning platform. The most recent version of the Salesforce Lightning Automation Testing platform makes custom development work flexible and simple enough for the Salesforce admin to modify the application using drag-and-drop functions. Sometimes, the need for Salesforce application developers to undertake customization work by altering the code still exists.
Finally, the customized application that was created would affect some of the following areas:
- UI/Screen adjustments (field or label changes, etc.)
You will discover how to carry out Automated Screenshot Testing on the LambdaTest platform with the help of this tutorial.
- Organizational logic shifts
- Including other business software, like Sharepoint, in the integration
- Including other services, like email, in the mix
As a result, before deploying any bespoke features developed on top of Salesforce to Production, a company must go through a Quality Assurance procedure, just as with any other software application. Failure to test the Salesforce application would result in poor customer relationship management and revenue loss, which will be disastrous for the business.
Essential things to keep in mind when performing Salesforce Application Testing
When conducting basic accessibility Salesforce Testing Services, the Salesforce team, by default, makes care to use the most recent versions of Mozilla, Firefox, Microsoft Internet Explorer on Windows, Microsoft Edge, Edge Chromium, Google Chrome, and Apple Safari on OS X to test and publish their primary application.
There is no particular procedure for testing the Salesforce application; you must follow the same guidelines for testing any other online application. However, the tester will not concentrate on the standard features of the Salesforce main application; you must carry out the custom application features built on top of the Salesforce main application utilizing the traditional web application/website testing process.
Customers of the Salesforce Performance Testing modifications in Sandbox first before deploying them in Production, per Salesforce’s advice. For testing and simulation purposes, the sandbox environment is a production-like setting with all features similar to those in Production or soon to be released.
It should be noted, nevertheless, that not all modifications must be implemented or Salesforce End-To-End Testing in a sandbox environment before being made public.
For instance: Per Salesforce advice, an experienced Salesforce admin can make the following low-risk modifications immediately in a Production environment,:
- Reports/Dashboards Modifications
- template emails
- Folders
- View lists, etc.
However, when complex adjustments are performed, including alterations to
- Workflows
- Rules for validation
- Integration code/Integrated Apps
- customer fields or labels
- Modifications to the programming logic of Apex
- Visualforce
Deploying the changes in a Sandbox environment is strongly advised, followed by regular testing of the requirements after certification and delivery to Production. For more information, this Salesforce video on Release Management: Developing and Testing on Sandbox.
Tests for Salesforce present difficulties
Salesforce customers can choose between using the Classic or Lightning platform features. It should be noted that the characteristics of these platforms and some of the technology underlying the Classic and Lightning platforms are different. The Salesforce application testing process is made more difficult by this very aspect.
Specific client applications like Connect Offline and certain Salesforce functionalities like Standard mail merge and extended mail merge (available exclusively in Salesforce Classic) are only compatible with Internet Explorer.
Salesforce Classic supports the most recent stable version of Internet Explorer 11. However, that browser does not support the Lightning Experience. Currently, the most recent Firefox version does not enable Private Browsing with Salesforce Lightning Experience.
You can see from the preceding how different environments are needed for each aspect of the Salesforce program, and consequently how different browser and operating system setup needs are (as Internet explorer works on Windows).
Additionally, Salesforce advises accurate device testing if a company creates Lightning platform components for Salesforce mobile access. In general, every Salesforce Application Testing customization must be tested on mobile devices to ensure that it will work well in Production and be compatible with the devices.
The Organization faces a hurdle in providing the testers with access to such a sizable infrastructure for them to do testing when we consider the combination of browser, operating system, and device.
How can I overcome the difficulties in Salesforce testing?
Organizations cannot and should not set aside funds or data center capacity to support such a sizable testing environment for their testers. Instead, businesses might investigate cloud-based services like LambdaTest, a platform for cross-browser testing that enables access to over 3000+ devices and browsers for web and mobile app testing.
Regardless of the testing category, make sure it’s
- Salesforce Manual Testing
- Scripts and program-based tests that are automated
- Automation of UI testing
- Cloud testing on actual devices, etc.
With the help of LambdaTest’s cloud infrastructure, businesses can produce perfect outcomes in actual situations.
Along with LambdaTest Infrastructure, customers may test using Selenium, Cypress, Appium, and HyperExecute. Organizations can link the CI/CD technologies (Continuous Integration and Continuous Deployment) like as Travis, Circle CI, Jenkins, Bamboo, AWS CodePipeline, and others with the LambdaTest platform to increase the efficiency of the entire team participating in the development and testing of the Salesforce application as well as to build a dependable automation pipeline.