Vivek Ravindran
Senior Manager - Solutions Marketing

With Salesforce applications becoming increasingly complex, developing a high-performance application needs to be backed up with a robust Salesforce testing process. Hence, to meet growing expectations, systems need to go through a comprehensive set of testing, including performance testing, functional testing, and UAT testing. Ensuring a thorough Salesforce testing process is critical in keeping the quality of the application at every stage of the development.

The Need for Salesforce Application Testing

Having a comprehensive Salesforce testing process in place offers many advantages, such as:

  • Verifying that the finished application can support the business
  • Enabling early detection of problems, so that issues can be fixed without much complexity
  • Verifying configuration and code functionalities
  • Creating functional flows to check application functionalities

Salesforce Application Testing Process

To understand how to test salesforce application, let’s look at the requirement for developing the right process for Salesforce testing. Developing a comprehensive Salesforce testing process involves the consideration of the business objective as well as functional aspects. Salesforce implementation and integration is a huge challenge as it affects the entire organization’s ecosystem and hence, the Salesforce application testing approach demands collaborative efforts, and every stakeholder in the organization needs to be involved and responsive.

There are many major considerations while developing and implementing a Salesforce testing process. Many factors need to be considered to ensure that a rigorous testing process is put in place and at the same time, a consistent and thorough review is maintained at every stage.

Primarily, the business objective for the implementation of the Salesforce application should be clear to ensure that the end-results are mapped to the final objectives and to make sure that each module tests meet the requirements. Mapping the purpose of the implementation to the needs is critical in implementing the Salesforce testing process. Along with this, leveraging the best features on the Salesforce platform and aligning it with the business objectives and needs is also important. The testing team must ensure that every functionality is adding value to the business needs.

Testing the application on Salesforce, before going into production, can be done through the Salesforce test sandbox platform, and this will enable trying the new features also. At this stage, it is advisable to test the application with various kinds of data, as it can be an effective approach to testing the Salesforce implementation. One way to ensure comprehensive testing is through the functional testing approach as well as automation testing for Salesforce application to enhance the code’s quality and to ensure maximum test coverage. This also helps keep the user’s perspective in mind and validate various functions accordingly.

Along with functional testing, it is advisable to perform user acceptance testing to identify minor issues, as these issues can be fixed before the end customer uses the product. At the same time, maintaining test records is a crucial part of Salesforce testing. Whether manual and automated testing, maintaining records is important as it helps in various scenarios when systems fail to work properly. This also helps in identifying and mitigating risks quickly, without further escalation.


It is crucial to understand the testing needs and develop the right approach for Salesforce application testing. Defining a robust Salesforce testing process and leveraging automation testing for Salesforce application helps to fast-track the detection of issues in operations. Before installing any application in the organization, it is important to thoroughly test it to avoid future problems.

The purpose of any application is to bring value to the organization. Having a comprehensive Salesforce testing process has proven to be beneficial in bringing value to organizations as it gets the desired results. Effective implementation of Salesforce testing depends on the organization’s business objective, leveraging the latest features along with functionality testing, UAT testing, and maintaining records. So, if the Salesforce testing process is effectively implemented, it can take the implementation and the business to the next level.

As the complexity of applications on Salesforce increases, you may need expert consulting and implementation to ensure success. Testree offers AI-powered Salesforce automation testing services to enable fast and efficient testing of their Salesforce applications. Learn more about Testree’s Salesforce Testing Services.

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