Salesforce Testing – A Complete Guide

Salesforce is considered the most used and powerful CRMs on the market. It’s used by businesses of all sizes to manage their customer relationships. As a result, it’s critical that any organization using Salesforce be confident in its reliability. That’s 

why quality assurance and testing are so important in Salesforce. This guide will provide an overview of the different types of testing you should conduct on your Salesforce instance, as well as some tips for ensuring your data is ready for prime time.

What is SalesForce Testing?

Salesforce is a cloud-based CRM software that helps businesses manage their customer relationships. Testing Salesforce involves verifying that the software functions as expected and that data is accurately represented in the system. You will find a variety of tools and methods that can be used for Salesforce testing, depending on the requirements of the organization. 

For example, data quality testing ensures that customer information is correctly entered into the system. 

  • Functionality testing can be used to verify that the various features of Salesforce are working as intended. 
  • And performance testing can be used to ensure that the system can handle large volumes of data without degrading performance.

Types of Salesforce Testing

There are different types of Salesforce testing. Let’s find out.

  1. Manual Testing

Salesforce manual testing is the process of manually testing the functionalities of a Salesforce application. This type of testing is performed by a human tester who has in-depth knowledge of the application under test and its flow.

  1. Automated Testing

Salesforce automated testing is the process of automating the testing of a Salesforce application. This testing is performed using an automation tool to generate test scripts that can be executed automatically.

  1. Regression Testing

Salesforce regression testing is retesting a Salesforce application after changes have been made. This type of testing is performed to ensure that the changes made to the application have not introduced any new bugs.

  1. Unit Testing:

Salesforce unit testing is testing the individual units of a Salesforce application. This type of testing is performed to ensure that the individual units of the application are working as expected.

  1. Production Testing

Salesforce production testing is testing a Salesforce application in its production environment. This testing ensures that the application works as expected in the production environment.

What is Salesforce automation testing?

Salesforce automation testing is a process that helps to ensure the accuracy and quality of data within a Salesforce deployment. By automating the testing process, teams can save time and ensure that data is consistently accurate across different environments.

Salesforce test automation is particularly important for organizations that rely heavily on data from Salesforce, such as sales and marketing teams. By automating the testing process, these organizations can avoid the potential for human error and ensure that data is always accurate.

8 Reasons Why Salesforce Automation Testing Is important

Salesforce automation testing is important for several reasons. Here are eight of the most important:

  1. Automation testing helps improve sales productivity by reducing the time needed to complete tasks manually. So, it can save you time by automating the execution of the tests. 
  2. Salesforce test automation can help to improve customer satisfaction by ensuring that processes are completed accurately and efficiently.
  3. Automation testing helps to reduce operational costs by eliminating the need for manual processes.
  4. Automation testing can help to improve data quality by providing accurate and up-to-date information.
  5. Automation testing can help to improve decision-making by providing timely and accurate information.
  1. Automation testing can help to improve compliance with laws and regulations.
  2. Automation testing can help to reduce the risk of human error.
  3. Automation testing can help improve the sales process’s overall efficiency.

Overall, Salesforce automation testing can ensure that the quality of your deployments is high. By automating your tests, you can run more tests in less time and find and fix more defects before they are deployed to production.


Salesforce testing is critical for any organization using the Salesforce CRM software. There are different types of Salesforce testing, each with its purpose. By properly testing Salesforce before it goes live, organizations can ensure a smooth transition to the new system and avoid potential disruptions to their business operations.