Being a Salesforce QA !!

Nowadays Salesforce is a hot and emerging profile in IT market, It is a software product and if the software product is there than the software testing is also there, Today in this blog we will learn about salesforce testing.

What is Salesforce ?

Salesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

Definition source

What is Salesforce testing?


To validate the customization and configuration in salesforce and to makes sure end-user is able to perform an action as expected is called salesforce testing.

Salesforce testing process is the same as the software testing process. You can learn about Software testing here.

Important topics to become a Salesforce QA

Here are some important topic a QA should learn for being a salesforce QA.

  1. Standard Object:
    The objects which are provided by salesforce in salesforce org. by default are called a standard object. Such as lead, opportunity, account, contact and cases are some important standard objects.
  2. Custom Object:
    The objects which are created by the salesforce admin as per the business requirement are called custom objects, Custom objects can be modified as required. One can identify a custom object with their API name which is always written as CustomNAME__c.
  3. Validation Rule:
    The rule which validates that the data entered by a user in a record meets the criteria specified by the admin before the user saves the record is called validation rule. This rule evaluates data on the basis of True/false.
  4. Approval Process:
    It is an automated process is used by the organisation to approve/reject the records by superior in some specified cases. It is a combination of steps for a record to be approved and a person has to approve/reject.
  5. Permission Sets:
    Permission sets are set of permission in salesforce which is used to give some extended permission to the user due to his profile limitations.
  6. Sharing Rules:
    The set of rules which extends the sharing access of a role in Salesforce is Sharing rule. With the help of sharing rule, we can grant access of some specific data to a specific user who is not able to access the data due to the limitation of his/her Role.
  7. Profile:
    The profile states the objects/field permissions and also other permissions within the salesforce org. The profile is basically object-level access and field-level access and It is mandatory for the users.
  8. Roles:
    Roles are one of the ways you can control access to records, Such as user with the higher role can access the data of lower role user but lower role user cannot access the data of the user with a higher role. It is basically a record level access and It is not mandatory for users.
  9. Case Assignment Rule: The set of rules on the basis of which cases are automatically assigned to organisation support staff is called case assignment Rule.
  10. Lead Assignment Rule: The set of rules on the basis of which cases are automatically assigned to organisation sales staff is called lead assignment Rule
  11. Workflow Rule:
    It is an automated process within salesforce which can be configured by the admin, Under this process, the records are evaluated as they are created and updated, it is determined if any automated action needs to occur. Under workflow rule, we can schedule the following automated actions:
    a. Task
    b. Email
    c. Outbound message
    d. Field update
  12. Process Builder:
    Process Builder is a point-and-click tool that lets you easily automate if/then business processes and see a graphical representation of your process as you build.
    NOTE: Definition source SALESFORCE
salesforce process
Image Source: SALESFORCE

In our next blog we will cover some other important topic related to SALESFORCE TESTING.

Please tell us about your Salesforce testing knowledge before-and-after reading. I bet you’ll have something to say!!!

Happy Learning 🙂

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