What Are the Best Practices for Salesforce Testing, and How Are They Managed?

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The modern business landscape is competitive, with businesses fighting for market share. One way businesses can out-compete their competitors is by increasing their productivity.

If you use software to run your business, you must ensure that this application works well.

By implementing various types of automated testing throughout the development process, you can ensure that your application will be able to meet the demands of users. Salesforce is a popular cloud-based CRM solution. It helps businesses manage their sales, marketing, and customer service activities.

The platform is flexible enough to be used by both large and small businesses. This post will provide you with seven tips on how to use Salesforce effectively.

Best Practices for Salesforce Testing

These best practices will help ensure your Salesforce application works properly.

Start testing procedures early in the SDLC (Software Development Life Cycle).

The earlier you test, the more time you have to find and fix issues. Testing should begin as early in the SDLC as possible.

Ideally, it will start with requirements analysis or design reviews. Test every aspect of your application. Salesforce is a complex system made up of many modules and features.

It’s essential to test each of these separately. This is to ensure that they all work effectively together.

Thorough Unit Testing

Unit testing is testing each part of your application in isolation. You should test every function, method, and class in your code separately.

This will help you identify issues with individual pieces of code. You must do this before they cause problems when they’re used together.

Appropriate Test Tools

Many test tools can help you test your code effectively. You should choose the one that best suits your needs and the size of your application.

For example, suppose you have a large app with many modules and features. In that case, it would be ideal to use an automated testing tool such as Selenium WebDriver. They allow you to run your tests in parallel on multiple machines.

Agile Approach

The agile approach is based on the idea of continuous feedback. It’s a way of working that combines frequent releases with short development cycles. This lets you test and refine your application as soon as possible.

You can bring new features to the market without worrying about breaking old ones.

Get the Right Testers

The right testers are essential in any software development process. Without them, you can’t achieve the level of testing required in a high-quality product.

A good tester can write functional test cases that cover all eventualities. They will also find bugs before they cause user problems.

Managing the tests

An essential part of software development is managing the tests. You can use automated testing tools to run your tests. But ensuring they run correctly and consistently is vital.


This means you need a process for testing. You can set up continuous integration (CI) pipelines with Jenkins or Travis CI.

Collaborate with the right Salesforce Testing partner

If you want to hire a Salesforce testing partner, find someone with enough experience. They will help you build a quality product.

Look for software testers who are familiar with Salesforce APIs. They should have experience working with SOAP or REST web services. They should be able to write automated test cases using Selenium WebDriver or Appium.

Salesforce Testing Challenges

Here are some common issues that software teams face when developing for Salesforce:

Difficulty in testing complex elements like Visualforce and Service Cloud Console

Salesforce is complex and dynamic, with several components that you must test. For example, when you create a Visualforce page, it’s difficult to test how it looks on different browsers.

You must recreate the Lightning UI classic tests.

This is a common challenge for software teams. The Salesforce testing strategy should consider this. It should utilize tools like Test Studio, which allow you to write tests in a familiar syntax.

You can’t remove the standard functions you don’t use

Many of the standard Salesforce functions are not helpful for all scenarios.

For example, suppose you only need to create a single record in the Service Cloud Console. At the same time, suppose you don’t need to use the standard functions for creating multiple records. In that case, you can remove them from your testing plan.

Test automation does not work in every test environment.

Another challenge with Salesforce testing is that some tests are tougher to automate. For example, suppose you have many unique and required fields in your application. And suppose you can’t skip or omit them, test automation will not be an effective solution.

There are problems when creating field locators for the Salesforce screens.

This will be challenging if you want to create field locators for the Salesforce screens. The reason is that every single Salesforce screen is different and has its own unique set of fields.

As a result, automating tests that rely on data found in these fields can be challenging.


To get the most out of your Salesforce, you must use best practices to ensure that it is efficient and effective. We advise you to follow the best practices outlined in this guide. That way, your Salesforce will be scalable.