CommunityDevOps ExchangePartners
10 minutes

Types of Salesforce Testing and When To Use Them

Written by
Copado Team
Table of contents

Manual and automated testing are both important types of Salesforce testing used to manage development risks and deliver high-quality software on time. Salesforce is a highly dynamic and customizable platform requiring automated testing throughout several phases to reduce testing costs and time. A well-developed testing strategy that uses manual and automated testing with the right approach will be needed to complete tests on time. 

This blog will discuss key types of Salesforce testing and explain why testing is so important. Further, we’ll review the best testing methods and introduce the benefits of Copado Robotic Testing for Salesforce.

Why is Salesforce Testing Important?

Salesforce testing is required to improve the quality of your software. Your QA teams will be able to detect issues earlier in the development process, when bugs are less expensive to fix, and before they are deployed into production.

During each development cycle, you should complete testing to ensure that your system supports all critical business operations and works as expected after customizations and configurations.

Salesforce testing is essential because it:

  • Confirms Salesforce configuration and code functionality.
  • Ensures system stability.
  • Verifies that custom workflows are functioning properly.
  • Validates inbound and outbound integrations.
  • Detects issues and bugs early in the software development life cycle.
  • Helps improve employee and customer satisfaction.

Types of Salesforce Testing and When to Use Them

Depending on the requirements of your testing project, you may need several different types of Salesforce testing. The testing types listed below will help you choose appropriate testing activities.


Unit Testing

You should cover 75% of your code with unit testing before deploying code into production. Those test cases should have passed. These tests are not limited to specific user scenarios and are typically very specific.

Integration Testing

Integration tests are required if your code interacts with anything that isn't native to your Salesforce org. When you add third-party modules to the system, this type of Salesforce testing can reveal problems.

System Testing

System testing tests the entire system, including new and existing features. This type of testing is performed after integration testing and before UAT testing.

UAT Testing

In user acceptance testing, system users (or end-users) test Salesforce to ensure that it is operational and meets business requirements. 

Functional Testing

Functional testing ensures that features perform as expected per technical specifications. 
This type of testing examines each software function by providing input and comparing the output to functional requirements. In small projects, functional testing and UAT can be combined.

Regression Testing

Manual and automated tests can be used in regression testing.
Regression should be used after code changes occur to determine whether changes to source code, structure, or data have caused broken functionality.
Full regression testing takes time. Without automated tools, it can be difficult for QA teams to keep up with the constant stream of new releases and updates.

Production Testing

After your code has been pushed to production, QA testing teams and end-users perform production testing. Multiple end users are typically involved in production testing. This testing type ensures that all configurations and changes have been implemented successfully.


[Read Copado’s 2022 State of Salesforce Testing Report]

How to Approach Salesforce Testing

The goal of software testing is to improve software quality, reduce risk, and increase user satisfaction. Testing supports the release of high-quality software products into the market. Using the right types of Salesforce testing and approaches will increase test coverage, reduce cost, and prevent bugs from making their way into production.

Testing should start early in the SDLC, and perform all necessary tests to improve outcomes. Test your configurations, customizations, integrations, and business-critical processes whenever they are modified or upgraded to ensure that they remain operational.

 Your test methods should:

  • Perform unit, UI, UAT, integration, functional, regression, and system testing as needed.
  • Test on a needs-driven basis.
  • Validate customized coding rather than just Salesforce built-in functionality.
  • Allow you to accept software updates and patches in shorter time frames.

Copado Robotic Testing for Salesforce

Salesforce is a highly customizable platform, and your custom applications and workflows will require extensive testing. Your testing project necessitates automated testing tools like Copado Robotic Testing. When using automation, it is common to believe that automating all of your tests will produce the best results. Avoid that assumption. Instead, phase in automated testing over time.

Some tests will always require human supervision and involvement. Introducing automated testing incrementally, rather than all at once, will reduce business risk and ensure that bugs are caught earlier in the development process when they are easier to fix.

Copado Robotic Testing enables companies to adapt to fast-changing customer demands, increase development speed, and improve the customer experience.  

Our low-code platform will allow you to master complex test scenarios, including:

  • Salesforce apps (CPQ, Field Service Lightning, nCino, Veeva, etc.)
  • Mobile Testing
  • Lightning dynamic content
  • Technical elements like shadow DOMs and iframes
  • End-to-End tests across cloud platforms

Make Copado Your Salesforce Testing Solution

Salesforce testing is essential for increasing the quality of your software releases. It will be critical to have the right strategy that considers business requirements, has stakeholder support, and employs the appropriate testing tools and frameworks.

A Salesforce testing solution like Copado Robotic Testing makes it easy to handle complex test projects. It will check for bugs and enable automated testing to occur automatically and without the use of additional resources whenever your codebase changes.

If you’d like to learn more about different types of Salesforce testing and how Copado can help improve your existing testing processes, contact us today!



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.

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