Why Automate Salesforce Testing?

Recently, Salesforce was named a “Leader in the CRM Magic Quadrant” for the 13th consecutive year by Gartner. With around 20% of the global Customer Relationship Management (CRM) market share and a base of more than 150,000 customers, Salesforce is undoubtedly the number one cloud CRM offering. It delivers a top-notch platform for managing sales, marketing, help desk, and much more. It’s highly customizable and can be configured and extended to fit almost any requirement. 

Despite efforts to standardize deployments, with thousands of possible integrations and millions of users, no two organizations will have the same Salesforce configuration. And with organizations moving to Lightning and building their enterprise apps with Salesforce DX, further complexities have been introduced. As Salesforce needs to deliver a single source of truth, testing a multitude of data sources, app integrations, development environments, and workflows become mission-critical. Test automation enables organizations to easily validate and ensure the quality of their Salesforce enhancements and customizations.

Top Challenges of Salesforce testing

Salesforce testing is a critical element of Salesforce administration and development. Whether you are an architect creating a complex integration, a marketer sending out a drip campaign, or an admin rolling out minor changes to a page layout, all enhancements and customizations should be rigorously tested in a sandboxed environment against its original requirements. Efficient CRM testing helps organizations identify potential errors, flaws, or areas of improvement. However, Salesforce testing can be a major challenge for organizations due to the following reasons:

  • Classic to Lightning upgrades or migrations introduces various changes in the underlying code, functionality, and behaviors. Test scripts written for one version may not easily transfer to the other.
  • Salesforce’s new app development framework, aka Lightning, introduces new layouts, navigation, filters, dashboards, list views, integrations, and workflows. This massively expands the number of use cases that need to be tested.
  • Even after upgrading to Lightning, users can still toggle back again to Classic. This means that organizations need to test use cases that traverse both interfaces.
  • Salesforce Lightning uses complex web components, such as Shadow DOM, which are difficult to test with open source or code-based tools.
  • Apps from cloud marketplaces, such as Salesforce’s AppExchange, introduce different codebases, requiring end-to-end testing to successfully integrate with CI/CD pipeline.
  • Salesforce lacks a source repository and structured release process, so third-party DevOps tools are required to build apps to connect internal workflows. These tools and workflows need end-to-end testing.
  • Regular system maintenance updates add new advancements in security, availability, and performance but may also introduce bugs, requiring new scripts every time upgrades occur.

Why Salesforce Test Automation is Imperative?

Test automation enables organizations to overcome their daunting CRM testing challenges and ensure the optimum quality of their Salesforce instance. Test automation in the Salesforce scenario is majorly used to monitor applications and verify that processes are consistently performed as intended within Salesforce and between Salesforce and other systems and applications. Test automation also allows the admins and developers to ensure the vitality of their Salesforce instance after a major update is made to the system. On a small scale, such system checks can be conducted manually. But for organizations with a complex and large environment, manual testing isn’t feasible. Other discernable benefits of implementing test automation for Salesforce include:

  • Test automation enables organizations to save up to 90% of the Salesforce testing time and efforts involved.
  • With the increased speed, test automation also delivers up to 80% more risk coverage ensuring that various risks can be identified and mitigated early.
  • Apart from better risk identification, test automation also drives a competitive advantage for organizations by enabling quicker and better releases.
  • Test automation shrinks the testing time and efforts to deliver up to 40% cost savings while mitigating human errors.

The crux of the matter is that test automation delivers reduced risk, reduced costs, better quality, and competitive advantage. 

Challenges with Salesforce Test Automation

While test automation allows organizations to meet their needs for speed and quality, it also presents many challenges. While the Salesforce interface is easily customizable, the underlying software is complex. This presents various challenges for organizations that wish to implement test automation. Below are some of the common challenges of Salesforce test automation:

  • Frequent system updates: Salesforce regularly updates its platform to enhance user experiences or fix underlying issues. However, these changes can impact the customizations, enhancements, and even standard uses of the platform.
  • Shadow DOMs: Salesforce leverages Shadow DOMs to isolate components, making it difficult to identify elements in test automation.
  • Heavy DOM structure: Salesforce’s DOM structure is heavy with a complex tree structure. This means that automation tools will need more time to access them and work accurately.
  • Element identifiers are hidden: Usually, any test automation tool will need element details to identify visual elements in the application. Salesforce hides these for development purposes, making test automation very difficult.
  • Dynamic elements: UI elements that change with every test script run can be a real burden for test automation. Without an element locator strategy, maintenance of Salesforce tests becomes a time-consuming task.
  • Iframes: In Salesforce, a new tab is a new frame. These frames are difficult to identify because the test automation tool needs to identify the elements under the frame. This can be difficult to automate with a script-based tool like Selenium and you will need to add that script logic in yourself.

The next inevitable question is of course how best to overcome these automation challenges. The trick is to select a robust and proven Salesforce or CRM test automation solution that enables teams to ensure the quality and performance of their Salesforce instance. No-code test automation solutions for their simplicity of use, rapid setup time, and low maintenance have emerged as favorite options for Salesforce test automation.

Get Beyond Your Salesforce Test Automation Hurdles with BeatBlip BeatBlip is an AI-powered, no-code, continuous test automation solution. It enables end-to-end automated testing of Salesforce customizations and enhancements, including both UI and APIs. Whether Salesforce is used to manage leads & territories, track opportunities & orders, or maintain customer information; BeatBlip automates the regression testing of custom functionality for smooth platform upgrades. It covers all Salesforce products including Sales Cloud, Service Cloud, Marketing Cloud, and Community Cloud. Through its codeless and auto-script generation approach, BeatBlip makes Salesforce testing highly efficient and effective. Request for a Free BeatBlip trial today to watch BeatBlip in action.

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