Our Experience Testing Salesforce-based Applications

As a software testing and QA outsourcing company, Tesvan had the opportunity to work on several projects based on the Salesforce platform. Salesforce is a cloud-based software as a service (SaaS) platform that provides customer relationship management (CRM) and enterprise resource planning (ERP) software solutions.
Our team has been involved in testing different types of Salesforce-based applications, including custom-built applications, Salesforce-managed packages, and third-party integrations.
In the scope of our work, Tesvan team has successfully tested applications based on the Salesforce platform, providing a range of services to ensure high-quality results that meet all client requirements. We utilized different testing frameworks and tools to achieve our objectives.
For IOS native mobile app testing, we chose Selenide Appium with Java (Gradle) and used XCode as an IDE. This combination allowed us to thoroughly test the functionality and performance of the applications. To generate comprehensive and visually appealing reports, we leveraged Allure reports. For regression testing, we relied on BrowserStack, a cool tool that ensured the stability and reliability of the applications. For API testing, we used Postman and SoapUI, enabling us to validate the seamless integration of various components and ensure the accuracy and efficiency of the APIs.
All these were effectively managed and tracked with our lovely Jira!
These are just a few examples of the technical resources Tesvan’s QA team used during testing process. Our team is well-equipped with a diverse range of tools and expertise to tackle various challenges and deliver the best possible results.
Through our experience, we have learned several valuable lessons that we would like to share:

Know the Salesforce Platform
The first and main thing to consider when testing a Salesforce-based application is to have a thorough understanding of the Salesforce platform. The Salesforce platform has its own terminology, data model, security model, and workflow engine, which can be quite different from other software platforms. Tesvan team, for example, took the time to learn the Salesforce platform's nuances to ensure that we can design effective test cases.

Understand the Business Processes
Salesforce-based applications are usually designed to support specific business processes. It is essential to understand the business processes that the application is designed to support to ensure that the test cases cover all possible scenarios. Our QA team worked closely with the business analysts and other stakeholders to meet the application's functional requirements.

Test the Integrations
Salesforce-based applications are rarely stand-alone. They often have integrations with other systems, such as enterprise resource planning (ERP) or other third-party systems. It is crucial to test these integrations to ensure that the data flow between the systems is correct and that the integrations work as expected.

Perform Load and Performance Testing
Generally, this kind of applications are used by a large number of users, and performance can be critical. It is essential to perform load and performance testing to ensure that the application can handle the expected user load. While working on the testing of Salesforce-based applications Tesvan team considers factors such as concurrent user load, data volume, and system response time when designing load and performance test cases.

Test Security
Like any other app, Salesforce-based applications often contain sensitive data, such as customer information and financial data. It is crucial to test the application's security features, such as access controls, encryption, and authentication mechanisms. In such cases, our team also performs vulnerability testing to identify any potential security vulnerabilities in the application.

Consider Testing Automation
Testing automation is a valuable stagel when testing Salesforce-based applications. Salesforce provides several automation tools, such as Apex Test Framework and Selenium, that can help testers design and execute test cases efficiently. These automation tools can also help improve the overall testing process by reducing the time and effort required for testing.

Test User Interface
Salesforce-based applications usually have a complex user interface (UI), which can be challenging to test. Testers should focus on testing the UI to ensure that it is user-friendly, easy to navigate, and responsive. We, for example, also test the application's compatibility with different web browsers and operating systems.

Test Mobile Applications
Salesforce-based applications are often accessed through mobile devices, such as smartphones and tablets. It is essential to test the mobile version of the application to ensure that it is functional, responsive, and user-friendly. Testing mobile apps Tesvan team always considers factors such as screen size, device compatibility, and network connectivity.

Involve End Users in Testing
End-users play a crucial role in testing Salesforce-based applications. We should involve end-users in testing to ensure that the application meets their requirements and expectations. End-users can provide valuable feedback on the application's functionality, usability, and performance.

Continuously Improve the Testing Process
Finally, it is essential to continuously improve the testing process when testing Salesforce-based applications. We should analyze the testing results and identify areas for improvement. We also need to incorporate feedback from stakeholders, end-users, and other team members to improve the testing process continually.

In conclusion, testing Salesforce-based applications requires a unique approach that focuses on understanding the Salesforce platform, the business processes the application supports, and the integrations with other systems.
Our team has gained valuable experience in testing Salesforce-based applications and has developed expertise in designing effective test cases and executing them efficiently. We look forward to sharing our knowledge with our clients and helping them to deliver high-quality Salesforce-based applications.