Salesforce Automation Testing: Recommended Practices
Tags: salesforce, automation, testing, tool
Published: 2023-01-18 11:17:44

![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/8kv9s29tqjueol98u3hl.jpg)
Salesforce Automation Testing: Recommended Practices
The objective behind automated testing is to focus on changing website design, integrating Salesforce, and providing new API endpoints. Following the finest automated testing practises with the help of Salesforce specialists will thus help to provide the best results. The focus of the next post will be on tactics that will help make automation testing an essential element of the success of Salesforce products.

Salesforce automation testing should be carried out according to recommended practices and begin as early as possible to minimize costs and avoid future risks. It should also simulate real-world scenarios to increase the reliability of results. It is also necessary to create a clear test strategy.

Testim for Salesforce
Testim has recently released a solution for automated testing in the Salesforce ecosystem. It boasts an impressive list of customers, including Microsoft, which used the solution to automate Defender Advanced Threat Protection. The product is easy to use and allows users to automate tasks in a single location. It also helps reduce the time engineers spend planning and fixing automated tests.


Testim is a highly customizable, AI-powered platform that automates Salesforce as simply and fast as possible. It supports native integration testing with Salesforce and can handle custom objects, such as Shadow DOMs, without requiring any Selenium knowledge. It also supports end-to-end flows and can easily find objects hidden behind dynamic pages.

Testim uses AI-powered Smart Locators to detect page elements, eliminating the need for manual editing. The tool also handles dynamic tables and tabs automatically. It also auto-improves to make tests stable.

HP Unified Functional Testing
HP Unified Functional Testing (UFT) is a powerful tool that helps automate web, mobile, API, and RPA testing. It supports over 200 enterprise apps and offers cross-browser and parallel testing features. It can also be integrated with enterprise DevOps tools.

Salesforce automation testing requires a combination of functional and UI tests. These tests will help you ensure that your system supports your business processes. You can use an HP Unified Functional Testing or Selenium tool to accomplish these tasks. The goal is to find any choke points and confirm functionality and performance. It is important to remember that your test scripts should resemble real user profiles. You should also include positive and negative flow testing in your tests, including different user roles.

A Salesforce testing tool should be able to execute smoke tests and reproduce classic user profiles. This will ensure that the main functions are working as expected. HP Unified Functional Testing and Selenium are essential tools for Salesforce automation testing.

Selenium testing tools
Despite the widespread use of Selenium testing tools for Salesforce automation testing, not everyone is comfortable with the code-free approach. Selenium testing is time-consuming, especially when you need to set up and maintain your test scripts. Also, you may encounter troubleshooting issues if you aren’t a programmer. To avoid these problems, many testers choose to use code-free testing tools.

Selenium testing tools can be helpful when testing Salesforce applications because they make screenshots and send them over email automatically. Some testing tools also offer video tutorials to help you take screenshots of various components of the Salesforce application, such as Visualforce pages and Lightning components. This way, you can ensure that the app functions correctly and satisfies all your expectations.

Performing tests regularly helps to identify potential issues sooner and frees up your technical team to focus on other tasks. Automation tools are also crucial in testing, so choose the right one for the project.

Business processes
A test strategy must outline objectives, stakeholders, tools, and testing phases and include detailed documentation. Defining the test execution process is also essential, as this will help reduce errors and bottlenecks. Ideally, you should engage an expert Salesforce testing partner who will enhance the efficiency of your process and meet your testing parameters.


When building a new process, you should always build it in a test environment. This will ensure that it does not conflict with other processes in the system and won’t impact business continuity. It will also minimize your workload. For example, if you’re planning to test multiple objects with a single process, it’s a good idea to create several separate actions and test them separately.

In addition to using test environments that mimic the real world, you should consider automation tools. These can help you build a Salesforce automation app custom-tailored to the sales team. Automated solutions often use a mix of rules, workflows, and knowledge extraction. Robotic process automation aims to remove mundane and repetitive tasks by reducing the complexity of those processes. The benefit of robotic process automation is that it is less likely to be affected by human mistakes.

Due to careful planning and design, Salesforce automated testing has a high success rate. The suggested strategy will ensure that users can communicate their objectives and identify key stakeholders. Therefore, it is advised to start the project with a strong automation plan to help choose particular apps for proper testing. The testing aim may be established at the planning stage to make the entire process more relevant. Similar to how recording each testing phase can help you find and fix any errors that might impede the project’s success.

Every Salesforce installation services provider works with partners with a plethora of expertise. A reliable testing partner is essential since it will increase the organization’s return on investment and boost its bottom line. They will also ensure that issues with the project are found, and the prerequisites are fulfilled. Like how user acceptance testing involves stakeholders and ensures total alignment throughout the development process. They give the necessary information and create virtual designs for the project.
Testing has to get started as soon as possible so that the developers can familiarise themselves with the system’s requirements and software. Additionally, the team’s early testing schedule will reduce the likelihood of risks in the system. Additionally, it ensures that before a project is delivered, testers have verified that the code they used is functional and prepared for deployment. Therefore, starting the process early can help testers satisfy critical software criteria. Most Salesforce professionals advise testing early in the SDLC to identify and fix mistakes before they become problematic. As part of the broader Salesforce software upgrade, it will also improve application security.
Functional testing involves creating detailed test cases from the start of the project. A detailed test plan should also be created, including roles and responsibilities. In addition, it should include a defect management plan to ensure that any issues are captured early in the process. Functional testing is a critical link between the business and developers. Developers can often obscure the business’s perspective, so putting the user in the forefront of the testing process can be an invaluable advantage.
The challenge with automating Salesforce tests is that the application has so many objects and is continually evolving. Furthermore, the user interface isn’t built for automated testing. A single test could take hours or even days to complete. Tests must account for multiple fields and may be challenging to write.
Functional testing is also an essential component of the Salesforce automation testing process. It helps ensure that each component is working correctly. This will allow you to avoid developing an application that is not working as intended. If it’s working well, you can then move on to UAT testing.

The agile methodology is the most outstanding technique to break down a product into manageable tasks, evaluate testing after each step, and choose the optimum position after the testing phase has started. Additionally, it ensures that flaws and vulnerabilities are found early on and do not advance to the next stage.
To achieve the best results, the appropriate testing instruments must be identified. The proper debugging tool must be chosen to satisfy the overall needs and even integrate effectively with the current system. Several testing tools can assist in enhancing project performance and converting the testing method into a successful one.
UI testing
As with any automation project, you need to plan thoroughly. A good automation plan identifies the initial set of tests to automate and serves as a roadmap for future tests. In addition, you need to determine what kind of tests to create, such as unit tests, functional tests, and UI/GUI tests. The goal of these tests should be clear, and they should also be written in a way that they can be modified easily and maintained efficiently.


A test process for Salesforce applications is similar to that for a typical web application but emphasizes customized code more. During a test, developers and testers will work in a sandbox environment. Then, they will deploy the tested code to the production environment. It is essential to understand the basics of the Salesforce platform before beginning the testing process, as advanced features require more detailed knowledge.

In addition, you will also want to ensure that your Salesforce automation solution can test multiple browsers, devices, and UIs. This way, you can ensure that your application is working well across all of them. Salesforce also has tools that integrate with other systems, including third-party apps. For example, if you’re using Lightning, you can integrate your automation solution with the cloud service and automate testing. However, this will require a bit of additional effort.

Regression testing
When developing and implementing a testing strategy for Salesforce, regression testing is one of the most recommended practices. Manually testing software can be tedious and costly. Automating regression testing can speed up this process and improve the overall quality of the system. It is also important to perform regression tests regularly.


Regression testing is the process of re-running tests after changes to code have been made. It can be done manually or using automation tools. Manual testing can take a long time and is error-prone, but automated tests are faster and can be scaled. They also produce clearer test scripts and make maintenance easier.

Regression testing is recommended for all applications, from small websites to large enterprise software. When performing this test, ensure you include the product’s customer. Consider the way the change will affect them. In other words, how will this impact the business? In addition, the test should cover as many functionalities as possible.

All Salesforce consulting companies choose Opkey Salesforce automated testing over manual testing. Every business is given an option that saves time, is of the highest caliber, and offers the most value for its products. Because Salesforce employees are crucial to a company’s performance, employing the best automation techniques can help achieve the required results and significantly enhance the business system.