Salesforce UAT Testing: All You Need To Know
Tags: salesforce, uat, testing
Published: 2023-02-06 08:38:25

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Customer relationship management (CRM) software plays an important role in your business success. It centralizes customer interactions and enables growth by facilitating better customer service, automated engagement and more nuanced customer experiences. Among some of the most talked about CRMs in the market, Salesforce has a special place.

Over the years, Salesforce has grown from a nice CRM solution to a customer-facing, revenue-enabling application development platform that touches every corner of your enterprise – CRM, CPQ, fulfillment, billing, and much more. Undoubtedly, Salesforce is a great application, however, business owners and innovation heads need to understand that Salesforce can only help your business, if it is embraced wholeheartedly. To ensure this, you cannot ignore the importance of Salesforce UAT testing.

**What is Salesforce UAT**?

Also known as end user testing, Salesforce UAT testing is the final stage of software testing that determines whether or not a Salesforce application can handle necessary tasks in real-world scenarios. Saying otherwise, UAT provides opportunities to business users to interact with the Salesforce application to find out if it is aligned with business objectives and can execute required tasks in real-world scenarios.

**Why do you need a Salesforce UAT**?

Salesforce UAT is of utmost importance as it confirms whether or not the Salesforce application meets the business requirements before deployment. UAT is an integral part of application implementation since it plays a crucial role in change management and ensuring that the app satisfies the business needs. Thus, UAT increases the application adoption.

**What are the challenges in Salesforce UAT**?

**Inadequate timing**: As UAT is the last stage of testing, often, it begins very late. Due to delayed start and push for Salesforce release, UAT gets a very short time period to execute necessary tests. This time crunch for UAT eventually leads to poor adoption of applications.

**Incorrect user roles**: Often organizations mingled up functional testing with UAT and deployed functional testers for UAT. However, UAT is slightly different from functional testing as it is more focussed on verifying that the Salesforce applications support the necessary needs of the business users. Thus, you need to deploy business users for UAT. In the case of Salesforce UAT, business users are non-technical folks who use the application for marketing and support purposes.

**Availability of business users**: Since business users are the ones who need to use the Salesforce apps in the end, it is them who need to perform UAT. However, their availability is a major concern since they have other critical chores to do.

**Addressing the challenges of Salesforce UAT with test automation**

Organizations need to bring in a test automation tool to address the above mentioned challenges. Automated testing tools will speed up the testing process to avoid any last minute hustle during go-live. As you’re now aware that availability of business users is a big challenge in UAT, test automation alleviates the burden from business users as they don’t have to be exhaustively involved in testing. With test automation tools, they can easily check the application utility in real-time without any hustle.

However, while selecting a test automation tool for Salesforce, you need to keep in mind that business users are non-technical guys. If you bring in a code/ script based tool, they’ll find it difficult to operate. Thus, it is recommended that you should bring in a zero code test automation tool that can be used with minimum training and can help in outlining the acceptance criteria.