Importance and Challenges of Salesforce Testing
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Salesforce Testing

Importance and Challenges of Salesforce Testing

Need for Salesforce

Before Salesforce, Customer Relationship Management (CRM) solutions were hosted on the company’s server. It used to cost months or even years and millions of dollars to set up CRM solutions for any company. Once built such CRM solutions were hard to use and costly to maintain. Increasing demand for building an affordable CRM software and delivering it entirely online as a service led to the inception of Salesforce.


Salesforce was founded in March 1999 as the first online CRM and it is capable of delivering to different needs of customers with its unique range of features. It started as a SaaS and became popular due to its relative ease of use i.e no hardware installation, no maintenance, no software support required users can just login into the Application using the salesforce URL and user credentials.

Why is Salesforce a HIT?

Due to Cloud computing not only did salesforce deliver better CRM software at a fraction of cost but also replaced the lengthy installation process and moved everything to the internet.
No more long-term contracts or expensive licensing deals, anyone could use Salesforce with only a simple monthly subscription fee were the key reasons for its success.

Need of salesforce testing

Salesforce is very flexible in terms of customization as per the customer’s needs. But these enhancements and updates should not compromise against other elements in the Salesforce environment. To ensure this we need to perform salesforce testing.
Thus salesforce testing focuses more on validating customized features than the in-built ones.

To ensure the code and configuration are functional and the application is supporting the business processes we need to do salesforce testing. It also helps in accomplishing a quality product since most of the bugs are identified and closed at the initial stages for SDLC.

Effective test strategy and planning

It is very important to have an efficient test strategy and test plan for successful salesforce testing.
Test strategy documents the definition of High-level objectives, list of stakeholders, and their corresponding responsibilities. Whereas the Test plan document serves as a guiding document for defining entry and exit criteria for each phase of test execution, testing tools that will be used, and the test metrics.

Testing solution

Manual Test Execution
Many organizations start with manual execution first because it’s easy to set up, a lot of people can be involved with little training, and sharing results is an easy task. However the major problem with manual execution is that it doesn’t scale, it can also get repetitive, error-prone, and leads to unmanaged risk over time.

Exploratory Testing
Exploratory is similar to manual testing but it is not always scripted. Testers go on to test the business process and major functionalities of the salesforce app without written test scripts. Here the Tester’s experience and the understanding of the application flow come to the rescue. This type of testing has a good sign as it is important to fill in the gaps by testing outside of typical use cases. Automation testers cannot automate everything hence exploratory testing highlights prospective test cases that can be automated in the future.

Open Source Tools
With well-organized community support and an open-source framework for web applications, Selenium is the top choice for salesforce automation. However, the relative change in the salesforce platform and the high skill required for scripting proficient test cases pose a challenge.

Importance of salesforce testing

Salesforce Testing can:

  • Stop defects leakage to production which in turn saves Dev and test team efforts for retesting
  • Can ensure the stability of customized features
  • Validate the inbound and outbound integrations are working as expected
  • Validate that the custom workflows created are working as per business expectation
  • Help in identifying the working condition and behavior of the system
  • Check the functionality of time-based events
  • Help ensure that reliable software deployments are developed
  • Isolate problem points in the earlier phases of SDLC
  • Facilitate better test coverage through clear and coincide reporting
  • Help identify and cater to the risk of data leak/breach
  • Increase testing coverage for more software versions and patches within the same time-frame


Challenges of software testing

There are multiple challenges that a tester can face, some of which might be as follows:

  • Testing Visualforce, Salesforce, or Service Cloud Console is complex and cumbersome
  • Test Cases for Classic cannot be reused effectively for lightning UI as well
  • Users are stuck with few standard components/functionalities of salesforce even if they are not in use
  • Issues can turn up while creating field locators for the Salesforce screens since some field IDs differ between companies


Salesforce testing challenges in Automation

Challenges faced while UI testing of Salesforce application with traditional tools :

Dynamic pages – Lightning and classic web pages and object properties are fluid and can change based on context. Tabs are iFrames, and the content is dependent on selections that are outside the frame.
Styled Components – Indexes and Class names can change frequently with random tags rendering them unreliable
Shadow DOM – Salesforce has objects behind Shadow DOM. This hides some of the object’s properties that many automation tools used for identification.
Highly customizable – Organizations and users can change layouts, views, and reports as per needs. Developers may add custom objects that some tools fail to recognize. The combinations are nearly endless, making testing every scenario very complex.
Role-based – Salesforce users may have different experiences based on their roles. It increases the complexity of potential user flows and the need for additional testing.
Single locators/Dynamic CSS
As the locator keeps on updating, these can break the automation test.
Custom objects
Testing custom objects can strain the automation tools and would require ample authoring time, good scripting knowledge, and increased maintenance.


Salesforce’s multiple features and ease to extend functionalities through integrations with multiple systems create a complex, demanding QA and testing environment. When customer relationships and sales are at stake organizations can’t afford to have components that misfire. Hence optimizing the test environments and testing the salesforce applications is a priority. Salesforce applications when developed and tested correctly, can deliver value and increase ROI for the business. Sufficient SFDC testing is a key player in reducing development delays and increasing sales efficiency by introducing instant returns.

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