What Should You Check During Salesforce Testing?

With any custom application development, ensuring your Salesforce customizations are of high quality and functioning as intended is critical to the project’s success. This is where having a robust quality assurance (QA) process comes in:

The benefits of thoroughly testing your Salesforce applications are:

  • Identifying and resolve issues early in the development process.

  • Reducing the risk of errors and bugs.

  • Ensuring your applications are performing reliably and consistently.

What should you consider testing when setting up a Salesforce testing plan?

There are five key areas we recommend you pay attention to:

1/ Business Logic

Test the business logic of your customizations to ensure it's working as intended. This may include testing workflows via flows and Apex triggers, validation rules, and other business processes.

2/ Apex Code

Test the Apex code you've written to ensure it's working as expected. Use unit tests to test individual pieces of code, and integration tests to test the interactions between different pieces of code.

3/ Data

Test the data your application is working with. This may include testing how your application handles large volumes of data, and how it handles different types of data.

4/ Security

Test the security of your application to ensure it is protecting sensitive data and preventing unauthorized access. This may include testing user permissions, sharing rules, and other security features.

5/ Integrations

Test any integrations your application has with external systems. This may include testing how your application handles data coming from external sources, as well as testing how your application sends data to external systems.

Ready to take the next step?

Whether you are self-sufficient in Salesforce testing, or would like an expert to delegate it to, we are available for Salesforce testing and consulting.

Along with full system assessments, we can consult with you on the best Salesforce testing strategy, including the best methods of testing for your organization, and formatting a test plan.

Our experts, and automated testing services can also perform Salesforce testing for you. Interested?

Salesforce Practice Lead

Author Tim Kang is

Wingate Group’s

Practice Lead

Tim is a Salesforce developer, software engineer, and machine learning expert.

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