Salesforce Test Automation Practices

Salesforce is an amazing product. However, even the best tools can be improved. One area that needs improvement is test automation. It is often overlooked in digital transformation. Here are some Salesforce best practices for test automation.

Common Salesforce Test Automation Challenges:

Salesforce is an easy-to-use, customizable platform. Salesforce has over 150,000 customers around the world. Companies will most likely encounter some common problems when implementing testing automation.

Lightning vs Classic Salesforce mismatch: There are many differences in Classic Salesforce and Lightning. Tests may not perform as expected if there are slight differences between the versions.


Salesforce integrates apps and programs. It is only one component of your business software ecosystem. Some testing software is not compatible with Salesforce. You will need to test the other segments separately.


Salesforce offers regular updates: Salesforce is an innovative company that releases many new features and updates. This is great for users but not for testing. To continue performing in the face new releases, testing must adapt to them.

Non-linear processes: Testing relies heavily on linear processes. For example, "The user does A, and this leads to B." Salesforce offers many ways to reach the same endpoint. It is important to understand these processes and how they work in order to test in every scenario.


Complexity: While automation is great when it runs, ramp-up can prove difficult. Many solutions available on the market require technical skills to set up initial tests, and then to maintain them as the platform evolves.

These issues could prevent your Salesforce automation from performing at its best. You'll get better results if you follow best practices.

5 Salesforce Test Automation Best Practices:

Salesforce automation best practices will help you choose the right solutions and set up your system accordingly. These are five things to consider.

#1: Make sure you are a good candidate for Salesforce test automation

Automation is not for everyone. Sometimes, test automation is more work than it's worthwhile. A viable automation candidate needs repeatable, predictable processes. These processes must also be repeated often enough to make automation worthwhile. Automation is best for high volume, repeatable, and predictable actions.


#2: Complete a value stream map

A value stream map documents the process flow. The steps are put into a visual aid to help you follow the journey. This allows you to overcome problems where users might take a different route to reach a solution. These flows can be used to create tests and eliminate bottlenecks.

#3: Use an agile approach

Salesforce is a dynamic platform so you need to adapt your team accordingly. Although this may seem paradoxical given the importance of automation, manual testing still matters. Manual testing is still important, especially for things like beta/alpha testing. Agile means you aren't tied to any one solution. Your team can use all of them because they are flexible.


#4: Use a low-code option

Selenium is a great tool for automation but there's a catch. These tools require extensive expertise. Like software, testing is dynamic. Low code allows non-technical users to create their own Salesforce test. This allows you to increase the skills of your testing team by lowering entry barriers.

#5: A system-agnostic approach is recommended

Salesforce is a powerful tool. But it's not the only one. There are many programs that can be used to build your digital infrastructure. You can test business processes inside Salesforce using a program that lets you switch between platforms, apps, and clouds.

Salesforce test automation best practices allow you to take full advantage Salesforce's customizability, without being bogged down with manual testing or glitches. It is possible to verify and guarantee the effectiveness of platform-specific solutions. Test automation is required to support Salesforce.

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