You must test your Salesforce environment to mitigate risk if you’re using Salesforce. The goal of testing is to prevent errors and ensure that all components of the workflow function as intended, from data entry to report generation. There are various areas where tests can help maintain quality within the Salesforce ecosystem, including data integrity, integrations, UI functionality, performance, and regression. Testing your Salesforce workflow helps you catch issues early on, reducing the risk of costly errors and downtime.

Choosing how to test is just as vital as deciding what to test. You can test manually, with strategies like spreadsheets, or by employing an automated testing tool, which is a much more effective way for your company to optimize for the future.

Today, two primary automated testing approaches stand out: test automation solutions with robotic test building capabilities (also known as Robotic Process Automation, or RPA), and those with metadata-driven test building capabilities.

Understanding the intricacies between robotic and metadata-driven test-building capabilities and deciding which is the right choice for your organization is essential in mitigating risk.

The Scoop on Robots

Robotic tests remove menial, time-consuming tasks from testers’ hands, leaving them with more bandwidth to take on complex tasks or initiatives that require a human touch. But the same can also be said of other kinds of automated testing—and other kinds may not have as many drawbacks.

Here are some areas where robotic test capabilities may put your Salesforce environment at risk:

  • Dependency on UI: Many robotic testing tools depend heavily on the UI to perform tasks, making them highly susceptible to changes in UI elements or layouts within Salesforce, which can cause tests to break.
  • Complexity: Designing and maintaining robotic tests can be daunting, as the multifaceted nature of such applications requires coding knowledge, making robotic tests intricate to create and manage.
  • Maintenance Overhead: As Salesforce evolves, automation scripts must be consistently updated to ensure they align. The maintenance overhead can be a considerable drawback for organizations with limited resources.
  • Data Security: Given that RPA robots interact directly with sensitive Salesforce data, any breaches or vulnerabilities in the automation process can expose sensitive data, putting organizations at risk.
  • Scalability Challenges: While robotic testing inherently offers scalability, managing many robots can introduce complexities that must be carefully addressed to maintain a smooth testing process.

Where Metadata Prevails

Metadata-driven test-building capabilities alleviate these challenges. They employ stable locators for elements found by leveraging Salesforce’s metadata model. The solution then understands the location of elements and automatically updates its locators when Salesforce’s metadata changes, leaving tests with fewer opportunities to break.

Here are some reasons why tests built using the information found within Salesforce’s metadata are more resilient than tests governed by robotic capabilities:

  • Change Management: As Salesforce environments are subject to frequent updates, these tools can automatically adjust and update test cases accordingly, eliminating the painstaking process of identifying and modifying to accommodate changes.
  • Ease of Use: These tools are designed to be user-friendly and accessible to Salesforce administrators and testers with minimal coding experience, unlike their robotic counterparts.
  • Reusability: The reusable components within these tools make it easier to maintain and scale the test suite as the Salesforce instance evolves.
  • Time to Value: The combination of change management, ease of use, and reusability leads to a rapid time to value, enabling faster delivery of high-quality applications to the market.
  • Native Integration: These tools are designed to work directly within the Salesforce ecosystem, allowing organizations to leverage Salesforce-specific features and components during testing.
  • Native Reporting: Many metadata-driven testing tools offer built-in reporting and analytics features. These features provide insights into test coverage, highlight areas for improvement, and offer a comprehensive view of the testing process.

Provar Automation: A Resilient, Intuitive, End-to-End Testing Approach

If you are looking for a test automation solution for your Salesforce environment that is built to withstand any situation and rise alongside innovation, Provar Automation stands out. Unlike other test automation solutions that rely on robotic capabilities, Provar Automation takes a metadata-centric approach, making it the industry’s most resilient, reliable choice for Salesforce testing.

Ultimately, the decision to choose a test automation solution should align with your specific testing needs, team expertise, and Salesforce environment complexity. Either way, testing your Salesforce environment is essential to mitigate risk, and with the right test automation choice, your testing efforts can lead to the delivery of the highest-quality Salesforce applications to your end users.

Want to learn more about how Provar Automation can meet your Salesforce testing needs? Request a demo today, and download our white paper, Robotic Testing: Are You Putting Your Salesforce Environment at Risk?, for an in-depth comparison of robotic versus metadata-driven test building tools!