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Salesforce Automation Testing: Importance, Benefits, Complexities, and Best Practices

Salesforce application is functioning as expected. Test automation for Salesforce is one of the significant ways to streamline the process of testing which in turn enhances the overall functionality of this software.

Salesforce is the leading software company famous for its cloud-based CRM (customer relationship management) systems. This platform offers several customization and integration possibilities that can be used to develop the ideal solution to help grow the business. Though the flexibility of Salesforce is one of its key benefits, performing continuous testing is crucial to ensure whether the Salesforce application is functioning as expected. Test automation for Salesforce is one of the significant ways to streamline the process of testing which in turn enhances the overall functionality of this software.

What Is Salesforce Test Automation?

Automated Salesforce testing employs tools to automate testing to check whether the system is working as intended. The possess of automation testing assist in

  • Existing quality verification
  • Routine task automation
  • Bug identification
  • Regression testing

Why Is Salesforce Testing Important?

  • It detects the errors in the Salesforce application, including with custom code.
  • It automates the repetitive task and hence optimization of resources can be done.
  • It limits the manual testing to situations where it is important, resulting in less human error and minimizing budget spending.
  • It analyzes whether the existing functionality is working as expected.

Benefits of Carrying Out Automation Testing in Salesforce

Less Time Consuming

Through automation testing, the scope of manual data entry can be reduced. The reactive task can be automated which minimizes the scope of human error. The tester can focus on other high-value activities and hence the time frame required to execute the test case is manually reduced. In this way, automation testing leads to bettertime management.

Improves Productivity

Automation played a significant role in the workforce productivity. Enterprises can focus on more crucial tasks, like innovation while finishing the projects on schedule because of increased productivity. Businesses can lower the personnel needed to operate at their fullest potential due to automation.


To keep pace in the competitive market and to enhance the user experience, Salesforce delivers many updates. The implementation of these updates without testing can lead to issues in the existing functionalities and increase the budget. However, the automation testing for Salesforce helps streamline the overall workflow and hence maintains the budget.

Complexities that Businesses Encounter While Process of Automation Testing in Salesforce

Technical Challenges

The tables in the dynamic database are complex to handle as they are regulated by different tabs. The dynamic pop-ups and shadow DOMs demand coding, which is why the process of automation testing becomes a little tricky.

Active Elements and Iframes

When the test script runs, the UI elements get changed and that becomes a real burden. Without an element locator strategy, the Salesforce test maintenance becomes a major time sink. Furthermore, the frames are difficult to recognize because the UI automation tool needs to identify the elements under the frame.

Classic and Lightning

Some users use the classic version and some use the Salesforce lightning version. Due to this, the process of test automation for Salesforce becomes tedious.

Best Practices for Salesforce Test Automation

Below given are the best practices for test automation for Salesforce. It will help in getting the most out of this tool.

Start Testing in Early Development Phase

Detecting issues in the earlier phase of development is one of the significant ways to keep things in control. Early-phase testing mitigates the scope of future risk and minimizes the cost.

Design Real-World Scenarios

The test scripts should adhere to the real-world scenarios as closely as possible. Due to this, the accuracy of testing can be increased.

Maintain a Clear Test Strategy

A thorough strategy helps maintain the overall testing of Salesforce. The proper documentation, clear testing procedures, and roles help mitigate the problems related to resource allocation, and customer input.

Invest in the Skilled Team

Having professionals with pepper skills and required knowledge help streamline the overall process of automation testing in Salesforce.

Select the Right Tool

Selecting the right automation tool is crucial as there are many options available in the market. This is why carrying out the proper analysis before choosing the tool for testing is important.

Opkey: To Streamline the Overall Testing Process

  • Opkey is a no-code test automation tool that encompasses an AI-powered automation tool to optimize the creation of test scripts.
  • Through this tool, the testing of both versions of Salesforce can be possible.
  • It makes test cases creation easy through its no-code automation feature
  • Opkey supports 150+ enterprise applications to facilitate end to end testing.
  • It is an enterprise-grade test automation platform that comprises encrypted and in-flight data storage features.
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