Beginners Guide to Salesforce Automation CRM Testing


Businesses use customer relationship management software for managing relationships with their old and new potential customers. Undoubtedly, every firm needs some CRM for customer acquisition and retention. In this crowded market, Salesforce is considered at the top position as the best CRM provider. When choosing the best Salesforce automation CRM, businesses have several options. 

Customer relationship management comprises various apps, including enterprise community applications, marketing applications, customer service applications, and sales applications. Since the agents and customers are an essential part of the Salesforce automation CRM cycle, it is necessary to perform Salesforce CRM testing to provide a good customer experience. This blog will teach you about the crucial aspects of Salesforce automation testing to create a positive customer experience. 

Key terminologies of Salesforce CRM testing – 

Before discussing the aspects of Salesforce testing, let’s look at its terminologies first for better understanding of the testing process. 

  •   Accounts

The accounts signify the working relationship among the different entities of the business. It could be competitors, partners, or customers. 

  • Salesforce Objects

Salesforce Objects are database tables that let the authorized personnel build, save, and update the information specific to the organization. 

  • Salesforce Custom Objects

These objects do not come in-built with salesforce CRM but are built by the company or clients using the customer relationship management system. 

  •   Case

Case signifies the feedback shared by the buyers. 

  •   Dashboard

The dashboard of any salesforce alternative like ConvergeHub lets the stakeholders deep-dive, into the product’s crucial aspects, customer information, etc., in the form of visual representations. This information is obtained from the organization’s reports. 

Stages of Salesforce CRM Testing

The Salesforce CRM testing must be done at different levels, including regression, verification, user acceptance, integration, and unit testing. Now let’s discuss them one by one to understand their actions better. 

  • Unit Testing

Like ConvergeHub, unit testing in Salesforce is conducted by developers. They write the required clauses that help in testing the coverage. Using unit testing, developers get an understanding of the records. Later the information is used to decide if the code can make it to the production environment. In many cases, the minimum coverage should be deployed to the production environment. 

  • System Testing

Unlike unit testing, where the developers conduct the tests, the development and execution need domain expertise. It is the key reason why consultants do Salesforce CRM testing. Their skills help in verifying the code’s aspect. The automated Salesforce CRM 

The Salesforce automation CRM testing can come in handy in performing system tests. Since they are written upon considering the whole system, it assists in finding the issues in important business rules such as assignments, workflows, and more. 

  • Regression Testing

Like any other salesforce alternative software or software, the Salesforce CRM consists of functionalities and features that must align with the client’s needs. The system users perform it to ensure the configuration features and new codes affect the existing processes. Hence, it should go through regression testing. The release will be impacted if the regression tests do not qualify. 

User Acceptance Testing (UAT) Salesforce UAT is the process that allows the consultants to decide if the CRM version meets the business requirements. The software can only deploy to the production server if the business needs are met. Involving the Salesforce UAT in the test plan is compulsory since the end-users or clients will also be part of the process. If the testing team receives a green signal from the stakeholders for the release, it implies that the customer relationship management software has fulfilled the company’s requirements. 

  • Product Verification Testing

In product verification testing, the clients and Salesforce consultants are part of the process. If the testing is done successfully, the code and configuration can deploy from the UAT sandbox of Salesforce to the production environment. The end-users should put more effort into conducting this testing process in the live environment. Since Salesforce is very famous, firms using Salesforce CRM or salesforce alternative must try hard to perform the testing at large. ConvergeHub is a widely-used Salesforce automated testing tool that aims to meet business needs.

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