How to Understand What Kind of Salesforce Testing is Right for You: A Guide to Making the Right Choice

| Updated on February 7, 2024

Salesforce has been operating as a dominating solution in the CRM industry for the last 9 years with 23.9% of the market share. Quality assurance (QA) teams of various software development organizations stated that Salesforce testing plays a vital role in ensuring the quality of their product. 

There are different types of Salesforce testing provided by this company for specific business needs. It is necessary to know the terminology of Salesforce testing to understand the process better. 

Visual force, app exchange, and apex are some of the main terminologies of Salesforce testing.   In this article, we will guide you in selecting the best available salesforce testing option for your business.

Understanding Salesforce Testing Fundamentals 

Salesforce testing is similar to software testing, it is just specific to Salesforce. In simple words, salesforce testing is the process of checking vulnerabilities of salesforce whenever any update and customization is made. This process is generally conducted by the QA team of the company.  

Types of Salesforce Testing

There are different types of Salesforce testing available, tailored to the needs of your testing project. Here are some of the main types of Salesforce testing:

  • Unit Testing: It is recommended to cover almost 75% of your code in unit testing before deploying it to production.
  • Integration Testing: When your code interacts with third-party modules that are not native to your Salesforce org. It becomes necessary to complete integration testing. 
  • System Testing:  This testing is performed after integration testing and assesses the whole system, including new and existing features. 

The Role of AI in Salesforce Testing

AI is working like a game changer in the realm of Salesforce testing. Artificial intelligence has helped streamline the testing process and reduced manual work. Predictive testing has come to a different level with the advancements of AI.

This technology can predict possible errors before they happen. It is capable of analyzing historical data and patterns to identify possible failures.  AI has reduced the need for coders to write complex testing scripts. 

Manual vs Automated Testing Approaches

As we can understand by the word itself manual testing is done by human testers and provides flexibility in testing. On the other hand, the automated testing process is done by code scripts and tools. 

Both approaches are suitable for specific development scenarios having some pros and cons.  Some companies focus more on automated testing for scalability while some companies prefer manual testing as they find the creativity and human touch of testing more vital for their work culture. 

Manual testing needs low cost and testers provide the necessary human perspective about the product. The automated testing approach performs a broader test than manual testing and completes the work with accuracy and speed. 

Strategizing Your Testing Approach

The right testing approach is necessary for every organization to successfully deploy their software. 

It is vital to maintain the functionality of the Salesforce CRM platform to use it in the best possible way. You can include both manual and automated approaches in the testing strategy to cover every aspect of checking.

Developing a Salesforce Testing Strategy

Your Salesforce testing strategy should be developed according to the requirements of your business. Industry experts recommend that the best testing strategy is developed when the goal of the company and technical requirements align. 

Transparency in the business processes is a must so that each employee can understand his role in the organization. Regular collaboration between operation and development departments is vital to ensure efficient salesforce testing. 

Building Effective Test Cases and Scenarios

In the process of developing the Salesforce testing framework, always make sure to list down all possible scenarios and their exceptions. 

You should mention every step and outcome before starting testing so that you can tackle them in a better way when they happen. It is recommended for testers to implement data pipeline automation. 

Ensuring Quality and Coverage

The percentage of code coverage and quality assurance determines the effectiveness of your test. Your Salesforce testing strategy must be developed in a way that ensures new changes are not affecting the existing code. 

The ratio of test coverage helps in identifying the remaining part of testing so that it can be tested through manual testing. Regular updation in the setting strategy is necessary to get quality output. 

Optimizing Testing for Business Processes

Effective customer management is necessary to achieve business success. That is because business growth must optimize the salesforce testing for business processes. 

Salesforces recommend manual testing for better optimization but also understand its potential drawbacks. 

Manual testing is a time-consuming and costly process. Here you can use the automated testing of Salesforce to align business processes with testing by utilizing less human resources and time. 

You can choose from different approaches and types of testing to optimize it for business processes. 


The selection of the Salesforce testing approach depends on the business needs and available resources of your organization. If your enterprise emphasizes human perspectives in testing and has enough resources to spend then you should choose manual testing. 

On the other hand, if your company doesn’t have enough resources and wants to scale rapidly then you should go with automated testing. Some organizations use the blend of both approaches to cover every aspect of testing.

 In this post, we understand how you can select a salesforce approach tailored to your business needs. If you find this article insightful, share it with your fellow entrepreneurs and testers. 

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