What is Salesforce Testing: A-to-Z Guide for Beginners!

In this article, I am going to tell you What is Salesforce Testing? so if you want to know about it, then keep reading this article. Because I am going to give you complete information about it, so let’s start.

As you all know, Salesforce testing is a challenging process that requires a lot of time and effort. There are many test types, each with its own unique set of challenges. With so many variables to account for, it can be difficult to keep track of everything while also ensuring that every tester has enough information to complete their assignment thoroughly.

This article details what role-based testing is in salesforce and how incorporating role-based testing can help you simplify your Salesforce testing process.

What is Salesforce Testing

Today’s article focuses on the same,i.e, “What is Salesforce Testing” The articles entail each bit of information necessary for you to know. 

Let’s get started!

What is Salesforce?

There are numerous CRMs on the market today, and each offers a unique set of advantages. Salesforce, the world’s first cloud-based CRM, remains the market leader in providing its users with cost-effective and hassle-free ways to sell to, service, market to, analyze, and interact with their customers.

According to a Gartner estimate, the global CRM market is currently the third-fastest expanding sector in the IT industry, growing from $61.6 billion in 2019 to $69.3 billion in 2020, or a 12.6% growth.

For the eighth year in a row, the International Data Corporation (IDCWorldwide )’s Semiannual Software Tracker has placed Salesforce as the top customer relationship management solution. The data clearly demonstrates Salesforce’s rise to the top of the market over the past several years.

What is Salesforce Testing?

CRMs are “a technique that firms utilize to manage interactions with clients and potential customers.” CRM enables businesses to develop relations with clients, boost sales, improve customer experience, and boost revenue. Customer relationship management is the backronym of CRM.

The use of CRM tools has increased over the past few years and is crucial for business expansion.

The following are a few advantages of CRM software:

  • Increasing productivity: Better team collaboration, procedures, and project management are all made possible by the presence of a central data repository.
  • Customer retention: When dealing with customers, there is more trust when depending on a unified view, which improves customer relations.
  • Transparency: Everyone is aware of the procedures, which allows for greater clarity and improved teamwork.
  • Sales will increase as a result of the sales process being streamlined, funnel task automation, and sales data analysis.

In this article, we’ll understand the testing process of the top CRM Salesforce, which has proved itself to be competent in the last few years and has secured the first position in CRMs.

Salesforce testing types and steps

It’s time to run a number of manual or automated tests if the developers are satisfied with the test coverage provided by Salesforce’s unit tests. However, we must make sure to build up a sandbox that enables us to carry out these tests in solitude before we begin testing the SalesForce apps.

There are numerous sorts of Salesforce sandboxes that can be tested, including:

  1. Developer Sandbox: This is a virtualized workspace with a copy of the operational environment’s configuration that is designed for testing and development in isolation.
  2. Developer Pro Sandbox: This offers the capacity for more improvement and quality assurance jobs, as well as for integration testing or user training, and it can store larger amounts of data than the vanilla Developer Sandbox.
  3. Full Sandbox: Performance testing, load testing, and staging are supported in the full sandbox, which is designed as a specialized testing environment. They are designed to be an exact clone of the production org, complete with all data, metadata, and object records and attachments. However, they are inappropriate for development purposes because of the large latency brought on by the refresh interval.

Depending on your needs, a variety of licenses are available for different sandbox kinds.

1. Manual Tests in Salesforce

As the name suggests, manual testing is a test procedure in which a QA manually evaluates the software program in order to find defects. If you want to complete these QAs, sincerely follow the defined test plan that inherits numerous special test scenarios. The QA is intended to assess the web or mobile application’s usability from the viewpoint of the end user.

For the sake of this tutorial, create a short test case based on a straightforward positive test scenario—a successful login to the Salesforce website.

Steps in Manual Testing:

  1. The user goes to the login page for Salesforce.
  2. The user provides their registered email address in the “email” box.
  3. A registered password is entered by the user.
  4. The user chooses to “Log in.”
  5. The user is taken to the home page.

2. Automated Tests in Salesforce

There are numerous tools available for performing automation tests in Salesforce. For the sake of this essay, we will focus on test automation using Selenium and Java.

Selenium is compatible with just a few of the operating systems that Selenium is compatible with. Additionally, it supports a variety of browsers, including Chrome, Safari, IE, Edge, and Firefox. It is applied to functional test automation. In order to provide a constant testing method, Selenium is also simple to connect with solutions like Jenkins, Maven, and Docker. Selenium tests can be structured for easy maintenance and report generation using tools like TestNG and JUnit.

For the sake of this test, we will expand upon the manual testing sample presented before and include a few more features. This test will illustrate how to construct a specific field for a custom object using Selenium and Java.

  • Sign in to Salesforce

By setting the system settings to the path of the necessary driver for the browser, you can access the website in any browser you like. This example uses Google Chrome, thus the ChromeDriver setting should be used. The corresponding code is as follows.

ChromeDriver() new Webdriver driver; “Path of the Chrome Driver,” System.setProperty(“webdriver.chrome.driver”);

Use the following command to maximize the browser to get a clear view of the test cases running.


  • go to salesforce.com


  • Fill up your Username and Password by using the command below

driver.findElement(By.xpath(“//input[@id=’username’]”)).sendKeys(“<Enter email>”);

driver.findElement(By.xpath(“//input[@id=password]”)).sendKeys(“<Enter Password>”);

  • Execute the following command after clicking the Login button

driver.findElement(By.xpath(“/input[@class=’button r4 wide main’]”)).click();

Wait till the page loads entirely because you might experience some problems with it.

driver.manage().implicitlyWait(10,TimeUnit.SECONDS); timeouts();

The Home page will then be reached.

  • Locate the Quick Find Search 

The field in the UI on the home screen and type the word object into it.

driver.findElement(By.xpath(“//input[@class=’quickfindInput version2 ’]”))


  • Click the item that appears after typing it into the Quick Find Box

driver.findElement(By.xpath(“/a[@id=’CustomObjects font’]”)).click();

  • Press the “Create New Objects Link” button

driver.findElement(By.xpath(“//a[@value=’New Custom Object’]”)).click();

  • To enter the object name, select the Label text box and repeat for Plural Label



  • At the bottom of the page, click the Save option

Driver.findElement (By.xpath (“/a[@value=’ Save ‘]”)).click();

Typical Obstacles in Salesforce Testing

The following are some of the main difficulties that QA experts encounter when automating Salesforce:

  • Using frames to navigate
  • using handling tables when operating against dynamic content.
  • Object reliance
  • Shadow DOMs and heavy DOM structures
  • driving data
  • Reuse of data
  • long end-to-end testing steps

The best option is to pick a test automation approach that integrates these issues. Successful cross-browser testing in Salesforce, whether carried out manually or using an automation framework, poses an even greater problem.

What Is Role-Based Testing In Salesforce?

Role-based testing in salesforce is a testing methodology that is used to test the functionality of salesforce from the perspective of different users or roles. This type of testing is important in order to ensure that the Salesforce application is accessible and usable by all users, regardless of their role.

In carrying out role-based testing, testers first need to identify the different roles that will be using the Salesforce application. They then need to create test cases that cover the various functions that each role needs to access. Finally, they need to execute the test cases and verify the results.

Role-based testing is a critical part of testing a Salesforce application, as it helps to ensure that the application is usable by all users. By creating and executing test cases from the perspective of different roles, testers can identify any potential issues that users may encounter when using the application.

Role-based testing is also important in salesforce test automation because it allows you to test the functionality of the application from the perspective of different users. This is important because it can help you identify errors and potential issues that may not be apparent when testing from a single perspective.

Incorporating role-based testing into your Salesforce testing strategy can help you simplify your testing process and ensure that your data is accurately represented across all user roles. Here are ways on how incorporating role-based testing can help you simplify your Salesforce testing: 

  1. Reduce the number of test cases: By identifying and testing specific functionality for each user role, you can reduce the overall number of test cases that need to be run. This can save you time and resources in the long run.
  2. Ensure data accuracy: By testing how data is displayed and accessed for each user role, you can ensure that the data is accurate across the board. This is especially important for businesses that rely on salesforce for critical customer data.
  3. Improve test coverage: By testing specific functionality for each user role, you can ensure that all areas of the Salesforce platform are covered. This can help you avoid any potential issues that could arise from missing test coverage.
  4. Simplify test execution: By focusing on specific functionality for each user role, you can simplify the test execution process. This can help you save time and resources when running your Salesforce tests.
  5. Improve team collaboration: You can improve team collaboration and communication by incorporating role-based testing into your Salesforce testing strategy. This can help ensure that everyone is on the same page when it comes to testing the Salesforce platform.
  6. Improve the efficiency of your Salesforce testing: Role-based testing is an important testing technique that can help improve the efficiency of your Salesforce testing. You can easily identify issues that may only affect certain users by testing different user roles separately. This can help you save time and effort by focusing on the most relevant issues. 

How do you do role-based testing?

There are a number of ways you can apply role-based testing in your organization. For example, you can use it to test how different users interact with your software or to test the functionality of specific features.

Role-based testing can be particularly useful in organizations with complex systems, where different users have different levels of access and permissions. By testing how each user type interacts with the system, you can ensure that the system is functioning correctly for all users.

In addition, role-based testing can also be used to test compliance with internal policies or external regulations. By testing how different users are able to access and use specific features, you can ensure that your system is compliant with all relevant regulations.

Ultimately, role-based testing is a versatile tool that can be used to test a variety of different aspects of your system. By tailoring your tests to your specific needs, you can ensure that your system is functioning correctly for all users and in compliance with all relevant regulations.

Hope you have read about What is Salesforce Testing above. So now if you want to get more information about What is Salesforce Testing, then you can watch the video given above.


Overall, incorporating role-based testing into your Salesforce testing strategy can simplify your tests and help you catch more bugs. By dividing up your tests by user type, you can make sure that each test is focused on a specific set of functionality. 

This will not only make your tests more effective but also save you time in the long run. So if you’re looking for ways to streamline your Salesforce testing, consider using role-based testing. 

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