Posted on July 17, 2023 at 10:00 am

Biz Lifestyle Lifestyle

Salesforce Testing: Types, Challenges, and Best Practices

Customer satisfaction is crucial as it can make or break the business. Every business wants to offer a better experience to its customers. That’s where CRM (Customer Relationship Management) comes into the picture. Salesforce is a cloud-based and world-first CRM platform offering application suites and tools to businesses, enabling them to grow and increase their ROI. However, the market landscape is changing continuously, so businesses must integrate Salesforce with new-age technologies, such as AI, Blockchain, etc., to gain an edge over their competitors.

On the other hand, Salesforce keeps releasing updates so that CRM can work based on the evolving dynamics of the market. Since updates enhance the performance of the CRM system, it creates challenges for businesses as new updates can bring problems to the system’s existing functionality. That’s why Salesforce testing comes into the picture, as it ensures that the system is running efficiently with the newly released update. However, Salesforce testing can be performed manually or with the help of automation tools like Opkey.

What Is Salesforce Testing?

Salesforce testing is a process that evaluates the system’s reliability, functionality, and performance, offering a robust CRM system. So, a business can meet the user requirements and offer them a seamless experience. Additionally, Salesforce offers customization according to the business needs, and testing validates the system’s functionality. Testing can be performed using two methods:

Manual Testing: In this process, testers set up, execute, and analyze the testing.

Automated Testing: A tool like Opkey is used to automate the test that finds the bugs, minimizing human intervention.

Levels of Salesforce Testing

For better functioning of a Salesforce application, Salesforce testing is applied on various levels that also enhance the quality of the software.

  • Unit Testing: It is the initial level of testing developers perform on each module so that code can run efficiently and work as intended.
  • Integration Testing: When two or more modules are integrated, their interaction should be seamless for a better experience. When a Salesforce application interacts with another application, integration testing ensures they work as intended.
  • System Testing: Generally, it is performed by a skilled expert and is done in the final stage when development is completed, all the modules are integrated, and the product is about to launch. System Testing ensures that software is working as expected.
  • UAT Testing: UAT testing is performed by the user who will use the application. In this process, a real-world scenario is created to check the system’s capability to fulfill customer needs.
  • Regression Testing: If there is any change or update made in the code, regression testing is performed to check that there is not any unexpected error in the functionality.

What Are the Challenges in Salesforce Testing?

Data Integrity

Salesforce is a table-heavy platform and its application stores customer data. It becomes essential for an organization to validate the data and ensure the communication is happening as intended. For this, an organization needs to leverage multiple tests, and doing it manually can be challenging and time-consuming.

Frequent Updates and Changes

Salesforce keeps releasing updates to be relevant in the market and easily integrate with the latest technology. For this, a business needs to perform the test frequently. No-code tools like Opkey are the best option for Salesforce testing, as test scripts can be easily created and maintained.

Complex Application

Testing the basic part of Salesforce is easy, but testing becomes difficult when it integrates with multiple systems as complete coverage is required. Finding the bugs and resolving them becomes difficult.


Salesforce also offers customization so an organization can meet the requirements of its customers. Testing becomes difficult as custom code is added to the Salesforce functionality. A user-friendly tool like Opkey that doesn’t rely solely on specialists can help organizations perform the testing on customized applications. They offer pre-built test cases, allowing you to perform tests in minutes.

Best Practices to Follow in Salesforce Testing

  • Generally, a testing team involves when products are developed or are about to finish. Involve the testing team in the start so they can understand the software requirements and predict the potential threat.
  • Use no-code testing tools for Salesforce testing as it eases the testing process and manages the critical project.
  • Ensure you have a team of skilled testers.

Opkey: Automating Your Salesforce Testing in Minutes

Opkey is a no-code test automation tool built specifically for Salesforce. It streamlines the process of Salesforce testing by leveraging the new age technologies, like AI and NLP. Moreover, it comprises robust pre-built accelerators that increase the frequency of test case creation. Its codeless interface empowered the business users to participate in the testing without any prior coding or programming knowledge and ensured that test scripts could be designed in seconds.

It also sustains the test automation program of Salesforce through AI and helps minimize test efforts by 80%, thus ensuring finance resource optimization. For more information, visit the website of Opkey and schedule a free demo!

Please follow and like us: