In order to make sure Salesforce apps satisfy business needs and run efficiently, manual testing is essential. Even while automation increases speed and efficiency, exploratory testing, user experience validation, and the verification of complex business processes still require manual testing. In order to guarantee quality, dependability, and usability across different modules and customizations, manual testing in Salesforce requires a systematic method.
This article will explain the recommended practices for testers to adhere to and how to conduct manual testing in Salesforce efficiently.
Steps To Follow To Perform Manual Testing In Salesforce
1. Understand Business Requirements and Test Scope
Understanding the business processes that Salesforce has put in place is crucial before starting any testing. Get specific requirements from documentation, business analysts, or stakeholders. Determine which Salesforce modules—such as Leads, Opportunities, Accounts, or Cases—are covered, and be aware of any unique objects, automation guidelines, or procedures that may be involved. Test cases are guaranteed to be consistent with actual business scenarios when expectations are clearly understood.
2. Set Up a Testing Environment
Salesforce provides many testing sandbox environments. Depending on the volume of data and the scope of the testing, select the appropriate sandbox: Developer, Partial Copy, or Full Sandbox. A properly configured sandbox reduces the possibility of interfering with live activities by simulating the production environment. Make sure that test data is always relevant to the situations you intend to assess.
3. Create Detailed Test Scenarios and Test Cases
Test scenarios are high-level behaviors that simulate how users would behave. Divide these into sequential test cases, such as:
- Preconditions
- Test steps
- Expected results
- Actual results
- Pass/fail status
Pay attention to both the good and the bad. Test what occurs, for instance, when a mandatory field is left empty or when a phone number field is filled incorrectly. Discuss role-based access, data validations, field visibility, process triggers, and all UI components.
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4. Execute Tests Manually and Record Results
Start running the test cases one by one after logging into Salesforce with the proper user roles. Focus on record generation, data changes, field behaviors, layout, functionality, and automation outcomes. Compare the expected and actual results as you test each scenario.
Create a test report or use a bug tracking tool such as Jira, Bugzilla, or the built-in issue tracking tools in Salesforce to record all findings, particularly issues or unusual behaviors. Provide screenshots and instructions for reproducing the problem so that developers can fully replicate it.
5. Test Custom Features and Validations
Salesforce’s Apex code, Visualforce pages, Lightning Components, validation rules, and process builders enable a great deal of flexibility. Test every adjustment by hand by entering different data. Make sure that business logic functions uniformly across various browsers and devices and under various user roles.
6. Validate Reports, Dashboards, and Data Integrity
Salesforce makes a lot of decisions based on data. Check reports and dashboards manually to make that filters, data sources, and calculations provide correct data or not. Verify data integrity by cross-referencing it with source records. To guarantee smooth data flow, test duplicate rules, error messages, and data import/export rules as well.
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7. Conduct Role-Based and Permission Testing
It is the responsibility of testers to guarantee that the proper users have the right amount of access. To confirm, create test scenarios for various roles and profiles.
- Field-level security
- Object and record access
- Sharing rules
- Visibility in list views and reports
Role-based testing guarantees consistency to security rules and helps protect sensitive data.
8. Perform Regression and UAT Testing
Regression testing is the process of retesting previously functional features to make sure they are unaffected once new functionality has been implemented.
In order to assess the system from a business standpoint, you should also perform User Acceptance Testing (UAT) with end users. Before going live, their input is essential for improving the functionality and user experience
Why Follow These Steps To Perform Manual Testing In Salesforce ?
These manual testing procedures are not merely a formality; they are an effective method of guaranteeing that Salesforce operates accurately, safely, and effectively. It enhances the user experience overall, reduces risks, and avoids production problems. In order to produce a high-quality Salesforce solution that supports business objectives and increases user confidence, testers must be thorough and analytical.
Conclusion
Salesforce manual testing requires a methodical and deliberate approach. Testers can make sure the platform operates dependably by comprehending business requirements, creating thorough test cases, and testing functionality across user roles. Manual testing is still crucial for identifying usability problems, visual flaws, and business logic gaps that automation could overlook, even in an increasingly automated world.
Manual testing, when properly planned and carried out, not only enhances product quality but also increases confidence in your Salesforce solution, enabling businesses to function with accuracy and confidence.
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