CommunityDevOps ExchangePartners
Articles
5/27/2022
10 minutes

Salesforce Business Process: Test Cases To Decrease Risk and Improve Automation

Written by
Team Copado
Table of contents

As the customer experience has grown more complex, so has the end-to-end journey for all business processes. Consider the early days of e-commerce compared to now. When the Boston Computer Exchange became the first e-commerce company in 1982, there were no pay gates, shipping instructions, or supply chain connections. It was a simple consumer-to-consumer messaging service. However, over time, ecommerce grew into the complex system we see today. One way businesses have tackled this complexity is by using platforms like Salesforce to automate business processes. Salesforce business process automation has helped to improve flow, but in many cases, testing methods are less robust.

Salesforce business process test cases must validate very complex scenarios across different browsers, devices, and platforms. It's vital that these are built correctly to ensure your automated business processes work as expected. There are tools enterprises can use to support continuous end-to-end testing in a low-code environment. 

The Growing Complexity of Business Processes 

Every new segment added to a business process makes it exponentially more complicated. For a visual reference, we can compare the 1982 e-commerce journey of a customer to one using a site like Amazon today.

1982 – Boston Computer Exchange

  • Offer:
    An online database of sellers with used computers is maintained on the Delphi online service bulletin board system and updated daily
  • Search:
    A buyer signs into the database specifically seeking used computers and gets the seller's contact info
  • Complete:
    The two connect and complete the sale off the platform

This journey was the shortest for the developer but the longest for the consumer. The developer only needed to create a platform to connect the parties and update it daily. While it sounds simple now, at the time, it was an impressive feat. It laid the groundwork for the incredibly complex process seen now. 

2022 e-Commerce purchase

  • Search: A consumer goes to a search engine and enters a keyphrase
  • PPC and SEO: The e-commerce company's marketing team reaches them through PPC and SEO campaigns targeted based on location, device type, and other information. The consumer clicks on a link. 
  • Selection: The consumer reaches the product page and places the product in a shopping basket.
  • Checkout: The consumer enters information, kicking off multiple simultaneous processes:
  • Inventory check: Inventory is reviewed and adjusted based on the order. 
  • Packing: A warehouse worker receives the order and locates it using a Warehouse Management System. They package it for shipment. 
  • Shipment: A shipping label is created, and a route is planned to meet the customer's delivery date. This can branch into multiple segments given the modern use of decentralized warehouse systems. 
  • Payment: Payment information is securely transferred to payment gateways while adhering to all applicable regulatory and compliance standards
  • Confirmation: The consumer receives emails or content with details of the transaction and possibly real-time tracking. 
  • Analysis: Data on the entire end-to-end journey is collected, organized, and used to make future decisions.  

As businesses sought to improve the customer journey, development moved to business process automation. All the steps above take place in only a few seconds for the end-user. But behind the scenes lies a series of thousands of commands. Platforms like Salesforce emerged to make this easier for developers.

Today, even low- and no-code users can create far more complex processes than those initially developed by Boston Computer Exchange. However, like all progress, it comes with risk. 

Risk in the New Customer Journey 

Low-code has been introduced as a solution to developer shortages and increasingly complex ecosystems. In this, business process experts are the ones responsible for creating development solutions. That's great from a process perspective. The individual with the most insight to that part of the journey is the one building the solution in Salesforce.

However, the Salesforce development knowledge gap could lead to issues on a technical level. Developers are trained on best practices in code creation. They know, for example, to create a test for every single process they create because it's easier to verify the issue when it's small. However, low-code users may be less familiar with this practice. 

On top of that, Salesforce does not work in a vacuum. Many business-critical processes rely on integrations to extend Salesforce’s capabilities into other applications across your tech stack. It’s not enough to simply test that features work in Salesforce, you need to know they work across every system and application. That means building end-to-end tests that encompass every step of the customer journey, including the paths data takes as it moves through your ecosystem.

To do so, you start by building test cases. A test case is the ideal scenario that occurs after someone completes an action. It's the standard against which the real program will be measured. It must be 100% accurate; this is where many low-code developers run into problems. 

Building Better Salesforce Business Process Test Cases 

Building business process test cases for highly complex systems is not easy. Most tools used to address the issue are aimed at technical experts. Meanwhile, it's business process experts who are most familiar with the complexities of the customer journey. Because they know what should happen, they're in the best position to define the most relevant tests. Reliable Salesforce business process test cases need a combination of business and technical knowledge. One way to accomplish this is through low-code testing tools, which bring business users into test creation.

For example, when building test cases, the user could record themselves going through the actual process with a screen recording tool. The recording collects information as the user goes through the entire journey. Then, the tool can turn that recording into a test case to be applied across the board.

When selecting such a tool, it's important to remember that you'll have to test different devices. Many testing solutions are limited to testing a single device type at a time, which can be incredibly time-consuming. A good low-code testing tool will run these tests parallel to save time and increase your test coverage.

Building better Salesforce business process test cases is about offering better tools to low-code developers. The consumer journey is growing more complex. A good testing tool, combined with the power of Salesforce, can ensure these journeys are smooth and secure.

 

 

Book a demo

About The Author

#1 DevOps Platform for Salesforce

We build unstoppable teams by equipping DevOps professionals with the platform, tools and training they need to make release days obsolete. Work smarter, not longer.

Building a Scalable Governance Framework for Sustainable Value
Copado Launches Copado Explorer to Simplify and Streamline Testing on Salesforce
Exploring Top Cloud Automation Testing Tools
Master Salesforce DevOps with Copado Robotic Testing
Exploratory Testing vs. Automated Testing: Finding the Right Balance
A Guide to Salesforce Source Control
A Guide to DevOps Branching Strategies
Family Time vs. Mobile App Release Days: Can Test Automation Help Us Have Both?
How to Resolve Salesforce Merge Conflicts: A Guide
Copado Expands Beta Access to CopadoGPT for All Customers, Revolutionizing SaaS DevOps with AI
Is Mobile Test Automation Unnecessarily Hard? A Guide to Simplify Mobile Test Automation
From Silos to Streamlined Development: Tarun’s Tale of DevOps Success
Simplified Scaling: 10 Ways to Grow Your Salesforce Development Practice
What is Salesforce Incident Management?
What Is Automated Salesforce Testing? Choosing the Right Automation Tool for Salesforce
Copado Appoints Seasoned Sales Executive Bob Grewal to Chief Revenue Officer
Business Benefits of DevOps: A Guide
Copado Brings Generative AI to Its DevOps Platform to Improve Software Development for Enterprise SaaS
Celebrating 10 Years of Copado: A Decade of DevOps Evolution and Growth
Copado Celebrates 10 Years of DevOps for Enterprise SaaS Solutions
5 Reasons Why Copado = Less Divorces for Developers
What is DevOps? Build a Successful DevOps Ecosystem with Copado’s Best Practices
Scaling App Development While Meeting Security Standards
5 Data Deploy Features You Don’t Want to Miss
Top 5 Reasons I Choose Copado for Salesforce Development
How to Elevate Customer Experiences with Automated Testing
Getting Started With Value Stream Maps
Copado and nCino Partner to Provide Proven DevOps Tools for Financial Institutions
Unlocking Success with Copado: Mission-Critical Tools for Developers
How Automated Testing Enables DevOps Efficiency
How to Keep Salesforce Sandboxes in Sync
How to Switch from Manual to Automated Testing with Robotic Testing
Best Practices to Prevent Merge Conflicts with Copado 1 Platform
Software Bugs: The Three Causes of Programming Errors
How Does Copado Solve Release Readiness Roadblocks?
Why I Choose Copado Robotic Testing for my Test Automation
How to schedule a Function and Job Template in DevOps: A Step-by-Step Guide
Delivering Quality nCino Experiences with Automated Deployments and Testing
Best Practices Matter for Accelerated Salesforce Release Management
Maximize Your Code Quality, Security and performance with Copado Salesforce Code Analyzer
Upgrade Your Test Automation Game: The Benefits of Switching from Selenium to a More Advanced Platform
Three Takeaways From Copa Community Day
Cloud Native Applications: 5 Characteristics to Look for in the Right Tools
Using Salesforce nCino Architecture for Best Testing Results
How To Develop A Salesforce Testing Strategy For Your Enterprise
What Is Multi Cloud: Key Use Cases and Benefits for Enterprise Settings
5 Steps to Building a Salesforce Center of Excellence for Government Agencies
Salesforce UI testing: Benefits to Staying on Top of Updates
Benefits of UI Test Automation and Why You Should Care
Types of Salesforce Testing and When To Use Them
Copado + DataColada: Enabling CI/CD for Developers Across APAC
What is Salesforce API Testing and It Why Should Be Automated
Machine Learning Models: Adapting Data Patterns With Copado For AI Test Automation
Automated Testing Benefits: The Case For As Little Manual Testing As Possible
Beyond Selenium: Low Code Testing To Maximize Speed and Quality
UI Testing Best Practices: From Implementation to Automation
How Agile Test Automation Helps You Develop Better and Faster
Salesforce Test Cases: Knowing When to Test
DevOps Quality Assurance: Major Pitfalls and Challenges
11 Characteristics of Advanced Persistent Threats (APTs) That Set Them Apart
7 Key Compliance Regulations Relating to Data Storage
7 Ways Digital Transformation Consulting Revolutionizes Your Business
6 Top Cloud Security Trends
API Management Best Practices
Applying a Zero Trust Infrastructure in Kubernetes
Building a Data Pipeline Architecture Based on Best Practices Brings the Biggest Rewards
CI/CD Methodology vs. CI/CD Mentality: How to Meet Your Workflow Goals
DevOps to DevSecOps: How to Build Security into the Development Lifecycle
DevSecOps vs Agile: It’s Not Either/Or
How to Create a Digital Transformation Roadmap to Success
Infrastructure As Code: Overcome the Barriers to Effective Network Automation
Leveraging Compliance Automation Tools to Mitigate Risk
Moving Forward with These CI/CD Best Practices
Top 3 Data Compliance Challenges of Tomorrow and the Solutions You Need Today
Top 6 Cloud Security Management Policies and Procedures to Protect Your Business
What are the Benefits of Principle of Least Privilege (POLP) for My Organization?
You Can’t Measure What You Can’t See: Getting to know the 4 Metrics of Software Delivery Performance
How the Public Sector Can Continue to Accelerate Modernization
Building an Automated Test Framework to Streamline Deployments
How To Implement a Compliance Testing Methodology To Exceed Your Objectives
Cloud Security: Advantages and Disadvantages to Accessibility
Copado Collaborates with IBM to Accelerate Digital Transformation Projects on the Salesforce Platform
Continuous Quality: The missing link to DevOps maturity
Why Empowering Your Salesforce CoE is Essential for Maximizing ROI
Value Stream Management: The Future of DevOps at Scale is Here
Is Salesforce Development ‘One Size Fits All?’
The 3 Pillars of DevOps Value Stream Management
Gartner Recommends Companies Adopt Value Stream Delivery Platforms To Scale DevOps
The Admin's Quick Glossary for Understanding Salesforce DevOps
Top 10 Copado Features for #AwesomeAdmins
10 Secrets Management Tools to Facilitate Stronger Security Practices
5 Cloud Security Compliance Basics to Prevent Data Breaches
5 Data Security Management Fundamentals
Cloud Agnostic vs Cloud Native: Developing a Hybrid Approach
Making DIE Model Security vs. the CIA Security Triad Complementary, Not Competitive
The CI/CD Pipeline: Why Testing Is Required at Every Stage
DevSecOps Roadmap: From Architecture to Automation
Pets vs. Cattle: More Than an Analogy for Modern Infrastructures
Data Compliance Solutions Provide Greater Control Over Enterprise Data
Copado Cares: Free Training, Collaboration and Product Access for Global Response to COVID-19
Go back to resources
There is no previous posts
Go back to resources
There is no next posts

Ready to Transform Your Software Delivery Process?

Explore more about

No items found.