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How To Develop A Salesforce Testing Strategy For Your Enterprise

Written by
Team Copado
Table of contents

A solid Salesforce testing strategy can streamline business processes and cut down on tester headaches. When executed properly, Salesforce testing allows you to catch defects early, validate the working condition of the system, and verify code and configuration functionality. Salesforce is a dynamic system, so the chances are high that your business uses it in conjunction with a portfolio of applications. This guide will help managers optimize their test framework and lighten the load on quality assurance (QA). 

Align Your Technical Requirements and Business Goals 

Companies have long struggled to translate their business goals into technical requirements. Hence, the introduction of revolutionary methodologies like DevOps and Agile. DevOps is indeed an excellent foundation for any Salesforce testing strategy because it provides:

  • Increased transparency into business processes. Each person needs to understand their role in the larger ecosystem of your company. When operations teams have a better understanding of the development process, and vice versa, they can align for maximum productivity and efficiency. 
  • Enhanced collaboration between development and operations teams. A great place to start facilitating collaboration is your DevOps dashboard. Are test results and other pertinent data accessible and digestible? Members of your organization who don’t possess high-level technical knowledge can provide development teams additional insights into business goals. 

Create Comprehensive Test Scenarios

While building your Salesforce testing framework, make a list of all potential scenarios and any exceptions to them. This list should include positive and negative scenarios for well-rounded results. Additionally, testers should collate test data for each scenario.



Your list isn’t complete until you include expected outcomes for each scenario and action.


Focus on Validating Customized Code

Salesforce has a plethora of built-in functionalities. Part of the reason for its immense popularity is the ability to configure and customize environments to fit individual needs. However, this versatility can muddle testers’ priorities. To keep your Salesforce testing strategy on the right track, focus on validating customized code, not Salesforce’s many built-in functionalities. 

Use AI to Your Advantage

The utilization of artificial intelligence (AI) has grown exponentially in recent years. In part, we have industry trends like hyper-automation to thank for that. Businesses create massive amounts of data just going through their daily workflow. Analytics tools help us make sense of all that information. AI streamlines the entire process, from collecting and preparing data to drawing conclusions, even offering recommendations to smooth out the decision-making process. 

Seek Opportunities To Automate Testing

A balanced manual vs. automated testing strategy is synonymous with a good Salesforce testing strategy. The primary goal of Salesforce test automation is to validate the software. Accordingly, manual Salesforce testing typically covers regression, integration, and functionality testing. Look for gaps in the scope of coverage or repetitive test cases in your current strategy. Then, consider implementing automation to conserve resources. 

Collect and Maintain Test Data for Analytics

Test data should always be collected and prepared for reporting. This is doubly true for your Salesforce testing data. Translating pertinent findings into your dashboard of results allows administrative teams to understand software issues. Reports that contain information on defects, like failure scenarios, can help ensure you escalate problems to the right team for mitigation. 

Build a Dynamic Automation Framework

The majority of Salesforce’s test web pages contain dynamic elements. You must design your Salesforce testing strategy with this sentiment in mind. In other words, you need a test framework that is as volatile and adaptable as Salesforce’s inherent nature. 


Before branching out to other clouds, like Mulesoft and Google, Copado was built around Salesforce development and deployment. So when it comes to testing, Copado Robotic Testing and Salesforce are a match made in heaven. The low-code, DevOps-friendly platform makes it easy to launch a Salesforce testing strategy that provides transparent value.



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