The document discusses the challenges and best practices of Salesforce testing, highlighting the importance of business process integrity amidst rapid changes and integration with other applications. It emphasizes that effective Salesforce testing requires early planning, user involvement, and smart tools for improved management and efficiency. The presentation also showcases Panaya Foresight, a solution that offers comprehensive test management features to address common testing difficulties in Salesforce environments.

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questions in the
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3. AGENDA
The challenges of Salesforce testing
—
Salesforce testing trends
—
Testing types
—
Testing best practices
—
Smart testing in action

4. The Challenges
of SALESFORCE
Testing
Secure business process
integrity with faster
business innovation
Agile & DevOps to
increase productivity and
deliver value faster
Small admin/dev teams
supporting large number of
business users
Highly customizable and
various ways to achieve the
same goals
Uncertainty
about change impact and
testing coverage
User Acceptance Tests
complex while remaining
manual

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SALESFORCE testing is more than “software testing”
› Salesforce is all about
business. Any
disruption to business
continuity is
unacceptable.
› Business processes are
often cross-modules
and have multiple
dependencies.
› Salesforce are
increasingly
integrated with other
applications.
› Salesforce testing
requires a strong
understanding of
business processes.
Business users are
essential to validate
your changes.
› Managing tests across
multiple teams
requires an end-to-
end visibility.

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Poll Question #1
Do you test every
change before
releasing it?

7. • 41% of teams don’t have time to test every change before
each release.
• 92% experience production issues due to inadequate
testing.
• 84% rely at least partially on manual testing.
• 51% of organizations have 25+ full-time QA resources
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A FEW TRENDS IN SALESFORCE TESTING*
https://www.eweek.com/enterprise-apps/testing-on-salesforce/

8. Salesforce Testing types
Ensuring changes
are not affecting
any existing
features
Testing technical
processes from
start to finish
Testing each unit
of code in a single
component
Validating the
system against
the functional
requirements
UNIT
TESTS
REGRESSION
TESTING
USER ACCEPTANCE
TESTING (UAT)
Apex
developers
FUNCTIONAL
TESTS
QA team Salesforce
users
QA team
Testing functional
requirements or
scenarios before
deploying to
production
SYSTEM
TESTING
Salesforce expert/
consultant

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BEST
PRACTICES
FOR
SALESFORCE
TESTING

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Start testing early in the
Development Life Cycle
o Deploy and test regularly throughout the build
o Ask developers to unit test the code they have
developed
o Focus your testing efforts on areas at risk
o Involve test/QA functions in the project
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Prepare your FUNCTIONAL
test
cases from the start
Create a detailed test plan including:
o Features and scenarios to be tested
o Test cycles
o Roles and responsibilities
o Defect management strategy
o Test documentation strategy to support
compliance, documentation and end-users
training
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never compromise UAT
Testing
o Ensure the functionality developed meets the
business needs
o Assemble an Experienced team of key users for
your UAT
o Ensure full visibility of the UAT testing process
end to end
o Use your users' feedback for future releases
o Leverage business users’ knowledge for
automation
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Use testing tools to
streamline your process
o Manage your testing end to end:
Requirements, test planning, execution, defect
management and real-time monitoring
o Automate test evidence and business process
documentation
o Ensure defect closure with smart defect
management workflows
o Track and share accurate testing progress
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14. 14
Poll Question #2
Do you involve
business users in
your testing
process?

15. 15
SMART TESTING
WITH PANAYA
FORESIGHT

16. PANAYA FORESIGHT – CHANGE
INTELLIGENCE
 Real-time Impact Analysis with the click of a button
(based on your org’s metadata)
 X-ray visibility into your Org
 Accelerated testing – complete test management solution
 Actionable insights for achieving and maintaining a healthy Org
Endorsed by: Trusted by more than 150 companies including:

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Panaya FORESIGHT Smart Test Management
AI-Powered
Change Analysis
Smart Defect
Management
Collaborative
Testing
Data from the
Salesforce System
Automated
Documentation
Unified end-to-end testing platform that
brings intelligence to test management

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Salesforce test planning challenges
Business
Processes
Test Catalog
Actual
Risk
Uncovered
Risk
Are you testing too much?
―
Are you testing too little?
―
Are you covering all impacted
business processes?

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PANAYA
FORESIGHT IN
ACTION

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Smart Test Management FOR SALESFORCE

21. Book your personalized
Smart-Testing
Live Demo
Panaya.com/start-demo/salesforce

22. Thank you
AND HAVE A
PRODUCTIVE
TESTING
EXPERIENCE
Panaya.com