If you’re here on the Provar blog, you’re likely a Salesforce user — or at the very least, a Salesforce enthusiast. We all know how crucial Salesforce is for managing our mission-critical apps and keeping our businesses running smoothly. With its constant updates and extensive array of features, it’s not difficult to stay ahead of the curve, but only if you have a strong plan in place to protect your assets to ensure the best end user experience.

Testing your Salesforce from end to end is the best way to catch issues before they become big problems, and also to simulate the customer journey so you can adequately plan for your own future innovations. It’s the key to maintaining quality across your organization, and if you don’t already have a strong testing strategy in place (or if you want to make sure you’re covering all your bases), this blog will serve as a helpful guide for your team as you move forward.

What is Testing?

So, what exactly does testing mean in the Salesforce world? Think of it as giving your entire Salesforce workflow a thorough health check. It’s like the annual physical for your environment, though realistically you should be checking in on your strategy and adjusting more frequently than once a year. The goal is to ensure that all components are working together seamlessly, from the initial data entry to the final report generation — or from feature creation to the end user experience, if you want to look at it that way instead.

Testing shields your Salesforce environment against potential bugs or errors lurking in your system. And with Salesforce’s regular updates, it’s more crucial than ever to make sure that all your apps continue to work perfectly with each new release. Testing is the proactive approach in catching issues before they disrupt your workflow.

Here are some key areas where testing can help strengthen your Salesforce system.

Data Integrity

Testing ensures that all your data is accurately captured, stored, and processed within the system, helping you avoid inaccuracies due to human error or elsewise.

Integrations

Ever had that moment when an integration just refuses to cooperate? Testing makes sure all integrations within your system are not just functioning but doing so seamlessly.

User Interface (UI) Functionality

Imagine your UI as the face of your Salesforce — testing ensures it’s not just user-friendly but intuitive and easy to navigate.

Performance

Speed matters! Testing evaluates your system’s performance, making sure it meets the expected standards for speed and efficiency.

Regression

Testing isn’t a one-time thing. It includes regression testing, ensuring that issues identified in the past have been fixed and don’t sneak back in with new releases.

Manual vs. Automated Testing

Now, here’s the real dilemma — manual or automated testing? If you’re just starting or dealing with a smaller, less complex system, manual testing can be a good option to give you the assurance you need without too much expense or training. In manual testing, testers comb through the system manually, using strategies like spreadsheets to track errors.

However, as your system grows and evolves, the efficiency game changes. Automated testing can help you level up your testing game, offering speed, efficiency, and a lot less room for human error. Automated testing involves using software tools and solutions to build tests, automate the testing process, and, with the most effective tools, optimize for the future.

Manual testing can be time-consuming, may not be efficient for larger systems, and isn’t very scalable. Any cost saved upfront may increase on the backend when time and test maintenance come into play. Companies should consider moving from manual to automated testing when they have a stable and well-defined set of tests that need to be run repeatedly. The cost of automating those tests should be lower than the cost of running them manually.

Automated testing is much faster and more efficient for larger enterprises. It’s often more reliable, too, since it removes the potential for human error. However, automated testing can be more complex and does require resources to set up and maintain. Once the QA team is caught up to speed, though, this process becomes much more streamlined, and tests can be run with little to no maintenance.

Where to Start

Now that we’ve talked through the manual vs. automated testing comparison, let’s talk about where to start if you’re ready to dip your toes into the testing waters.

Here are a couple of tips on where to start testing.

Identify Critical Processes

Start by identifying the most critical processes within your Salesforce workflow. These are the key functionalities that, if compromised, could significantly impact your business. Focus your initial testing efforts on these processes to ensure a robust foundation.

Begin with Manual Testing

If you’re new to testing and encounter hurdles (budget restraints, a small QA team, etc.), don’t hesitate to start with manual testing. Remember, it’s better to test manually than not test at all! It allows you to gain a deep understanding of your system, identify potential issues, and establish a baseline for future automation. Use spreadsheets or other manual tracking methods to record and analyze your testing results. Once your business begins to grow, you can start to evaluate what testing tool is the right fit for your team.

Remember, testing is a journey, not a sprint. As you get comfortable and your system matures, you can gradually introduce automated testing to boost efficiency and scalability. The key is to start somewhere and evolve your testing strategy as your organization grows.

Provar’s Quality Testing Solutions

If you are ready to begin automating your testing, consider using Provar Automation. This user-friendly tool is a lifesaver for identifying bugs without needing extensive coding experience. And when you’re ready to embrace automation, Provar’s got your back with solutions that excel in maintaining quality across the ever-evolving Salesforce landscape.

While testing your Salesforce environment might sound like a serious affair, in today’s fast-paced business world, it’s your secret weapon. Regular tests not only keep issues at bay but ensure your Salesforce remains working as it should. Whether you’re manually testing or moving into the automated world, Provar has the solutions you need at every step of your testing journey.

Want to discuss the best strategy for your team’s unique Salesforce needs? Connect with a Provar expert today!