Salesforce testing is essential to maintaining quality in a CRM environment that is changing quickly. As companies use Salesforce more and more to handle their client connections, testers need to be knowledgeable about both platform-specific ideas and fundamental software testing concepts. In order to provide both beginner and experienced testers with thorough coverage, this article combines technical Salesforce expertise with the principles of manual testing to highlight the most important Salesforce testing topics.
Salesforce Testing Topics
1. Objects
Salesforce uses both custom and standard objects to organize data. Testers are required to confirm field settings, data structures, and object behavior in business processes.
2. Record Types
These define various business procedures and layouts.Testers confirm that the system correctly assigns record types and renders the user interface based on profiles.
3. Object Relationships
Testers should be aware of the lookup, master-detail, one to one or many-to-many relationships between the object records.
4. Validation Rules
These rules enforce data quality. Testers must enter invalid data to ensure the system displays the correct error messages and applies the rule logic as intended.
5. Formula Fields
Values are automatically calculated in formula fields. Testers should confirm that the logic shows correct results in real time and complies with business requirements.
6. Roll-Up Summary Fields
In the parent object, these attributes provide a summary of the child data. Testers are required to verify that counts, totals, and minimum/maximum values have been calculated accurately.
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7. Permission Sets
Permission sets take priority over profile restrictions when used for user-specific access. In addition to ensuring field-level and object-level security, testers should use test profiles to verify user access.
8. Sharing Rules
According to criteria, sharing rules permit access to records. Testers are required to verify that, in accordance with specified conditions, the correct records are exchanged.
9. Groups
Permission management is made easier by public groups. Group-based sharing and workflow involvement should be tested by testers.
10. Reports & Dashboards
Data insights are shown in reports. Testers verify that dashboards update in real time with correct data and verify filters, grouping, and summary fields.
11. Flows
Flows automate processes with multiple steps. To confirm conditional branching, data updates, and flow results, testers have to replicate a variety of inputs.
12. Process Builders & Workflow Rules
These automation tools use modifications to take actions. Testers confirm that the triggers activate appropriately and carry out the appropriate emails, tasks, or field updates.
13. Sales Cloud
Leads, opportunities, and pipeline management are the main topics of Sales Cloud. Testers verify quote procedures, opportunity phases, and lead conversions. Sales and service clouds are the most common clouds that are used in business processes.
14. Service Cloud
Support and case management are made possible via this cloud. Testers examine procedures related to service-level agreements (SLAs), assignment rules, email-to-case, and case generation.
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15. Data Loader
A data import/exporting tool. Data loads, insertions, updates, and proper error handling are all verified by testers.
16. SOQL (Salesforce Object Query Language)
Testers can retrieve specific data with the use of SOQL. It is essential for data validation after import or automation, as well as for confirming back-end queries.
17. Sandbox
Sandboxes are separate testing and development environments. Testers guarantee successful and error-free deployments from the sandbox to production.
18. Salesforce Security Model
Salesforce’s layered security model includes roles, sharing rules, permission settings, and profiles. Testers ensure that users view only the content or record they are permitted to access.
Manual Testing Topics for Salesforce Testers
1. Introduction to Software Testing
Understanding basic principles like defect lifecycle, quality assurance, and test case creation is essential.
2. Software Testing Methodologies and Levels
Testers must grasp unit, integration, system, and UAT testing. Salesforce testers commonly deal with system and regression testing.
3. Software Testing Life Cycle (STLC)
From requirement analysis to test closure, STLC guides the testing process. Salesforce testers follow STLC to ensure test completeness.
4. Agile Methodologies
Salesforce development often follows Agile. Testers work in sprints, write acceptance criteria, and participate in daily standups to support iterative releases
Conclusion
A Salesforce tester’s role is multifaceted. They must possess both Salesforce-specific expertise and strong manual testing abilities, as they will be responsible for everything from comprehending complex object relationships to carrying out validations and processes. Testers may help create safe, effective, and superior CRM apps by addressing these crucial Salesforce testing topics.
Gaining proficiency in these areas will distinguish you as a dependable and competent tester, regardless of how experienced you are in Salesforce testing.
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