Manual Testing in Salesforce: A Comprehensive Guide


Manual testing in Salesforce emerged as a transformative force in the business landscape. It reshapes the way businesses deal with consumer relationships and propel their growth. With more agencies embracing Salesforce as their desired CRM platform, there is a developing call for complete testing to unleash its full potential. Hence, navigating Salesforce testing proves to be complex in the intricacies of data control.

Manual Testing in Salesforce

So, today, in this blog, let us dive into insights related to manual testing with the Salesforce platform. Shall we?

What is manual testing in Salesforce?

Manual testing in Salesforce refers to testing the functionality and performance of Salesforce applications. It is configured manually without the use of automatic testing tools. This testing technique entails human testers executing test cases, navigating the Salesforce platform, and validating whether the device behaves as expected.

Manual testing is vital in Salesforce development and implementation procedures as it catches issues that may not be diagnosed through automated testing alone. It lets testers simulate real-person situations. Also, apart from doing these activities, it ensures a greater comprehensive evaluation of the Salesforce surroundings.

Why do we need manual testing in Salesforce?

In the realm of everything going automatic, here is one question that needs our consideration. Yes, after all, why do we need manual tests to be done in Salesforce? Therefore, here are five reasons behind this notion:

. Complex business logic validation

Salesforce includes tricky business logic, which comprises complex workflows and custom validations. As a result, manual testing in Salesforce allows testers to compare those tricky good judgment situations. Also, it makes sure they align with enterprise requirements.

. User interface (UI) precision

Manual testing is essential for assessing the user interface. It ensures that it not only appears visually attractive but additionally functions intuitively. Testers can also navigate via different displays and layouts because this verifies that the UI elements are displayed and aligned.

. Adaptability to change

Salesforce environments often evolve with converting business needs, requiring frequent updates and modifications. As a result, manual testing in Salesforce presents flexibility to adapt to these changes. Additionally, it permits testers to discover new features and configurations efficiently.

. Comprehensive integration validation

Salesforce is often integrated with systems and packages when it adheres to validating integration. As a result, it not only necessitates comprehensive integration testing but also lets the testing teams record consistency, proper communique, and seamless workflows.

. Security assurance

Security is important in Salesforce as its features, like getting access to control, permissions, and records encryption, need thorough validation. Hence, for this, manual testing ensures a radical testing of safety features. It assists teams in figuring out and addressing capability vulnerabilities.

Manual testing in Salesforce remains a quintessential practice. It provides human contact to the validation technique. Now, let us look at the distinct manual testing types in Salesforce.

Which types of testing modes are available in Salesforce?

Some specific types correspond to many elements of software program development. To have better clarity, here are the common stages for manual testing in Salesforce:

. Unit testing

Unit testing is the initial stage where person additives or units of code are tested in isolation. It ensures that every unique piece of capability works before integration with other additives.

. Integration testing

This testing focuses on testing the information glide between extraordinary modules or included structures. It verifies that the incorporated additives work collectively. Also, it helps in figuring out issues that can arise through collaboration.

. User acceptance testing (UAT)

UAT involves testing with the help of end-users. It ensures that the Salesforce software meets their particular wishes and necessities. Also, it validates that the system aligns with expectations and is prepared for deployment.

. Regression testing

Regression testing is conducted after changes or upgrades to the Salesforce surroundings. It makes sure that present functionalities still work as expected. Also, it protects against unintended results by introducing new trends or updates every time.

. Performance testing

This testing assesses the performance and scalability of the Salesforce utility under unique conditions. It identifies and addresses performance bottlenecks and ensures optimal machine responsiveness and user satisfaction.

. Security testing

This tests the security measures carried out in Salesforce. It includes access controls, permissions, and information safety. In addition, it verifies that sensitive data is secured and that the software complies with safety standards.

Concluding here, we can say that each level of testing in Salesforce serves a particular cause in ensuring reliability and security. Now, let's look at the process of implementing manual testing in Salesforce.

How is manual testing carried out in Salesforce?

Implementing Salesforce manual test cases for companies entails a scientific technique. As a whole, it ensures the development environment's reliability, capability, and safety. So, coming back to the ways, here is a step-by-step guide you can follow while implementing manual testing:

. Rule analysis

Understand and group distinctive requirements for Salesforce customizations, configurations, and functionalities. Collaborate with stakeholders to outline business needs and user expectations. Also, document necessities consisting of unique use cases and scenarios.

. Test planning

Develop a complete test plan outlining the scope, objectives, assets, and timetable for manual testing. Additionally, identify the features and functionalities to be tested. Define test cases, along with high-quality and poor situations. Lastly, divide resources and estimate timelines for testing.

. Environment setup

While setting up the testing environment, prepare the testing environment, along with Salesforce sandboxes or dedicated testing instances. Create testing surroundings that reflect the manufacturing surroundings. This ensures important data, configurations, and permissions are in the region for testing.

. Defect tracking

Log and track defects or issues identified in the course of test execution. Use a defect monitoring system to record problems with details. This may include severity, precedence, and steps to reproduce. Last but not least, communicate defects to the development team for decision.

. Documentation

So, finally comes the documentation. Maintain thorough documentation of the testing method. This stage consists of test plans, test instances, and test consequences. Further, this outlines the testing activities, results, and any suggestions for development. So, ensure you do it well.

Businesses can set up structured and powerful manual testing in Salesforce by following these steps. Now, let's proceed to the best practices to be aware of while performing such tests in Salesforce.

What are the challenges in manual testing in Salesforce?

Manual testing in Salesforce comes with its share of demanding situations. It impacts the efficiency of testing approaches. Here are some key challenging situations to be aware of:

. Complex configurations and customizations

Salesforce environments often involve intricate configurations and customizations. Thus, understanding complicated workflows, validation regulations, and testing dynamic page layouts becomes challenging.

. Time-consuming manual execution

This is yet another scenario where executing manual testing in Salesforce can be time-intensive. Testing many eventualities requires extensive effort and lengthy test cycles. As a result, this affects universal development timelines & slows down the process.

. Dependency on human skills

Manual testing is predicated closely on human skills and attention to elements. Hence, there is often a possibility of overlooking positive test situations and human errors in executing test steps manually.

Best practices for manual testing in Salesforce

Salesforce case management best practices are critical for making a strong, unfastened CRM environment. To optimize this method, recollect the following best practices:

. Use Salesforce sandboxes effectively

It leveraged Salesforce sandboxes to replicate the production surroundings for testing. Testing in sandbox surroundings guarantees a secure area. As it confirms adjustments without impacting live data, reducing risks.

. Data management and cleanup

It manages testing data efficiently as it creates and cleans up data as needed at some point in testing. Proper information management prevents data pollution. It guarantees correct test results and continues an easy testing environment.

. Collaboration and communication

Foster collaboration among development, testing, and business groups to enhance conversation. An effective communique guarantees each person is on the same page. It reduces misunderstandings and streamlines difficulty resolution.

. Regular regression testing

Install normal regression testing to confirm current functionalities after every exchange. This helps capture any unintended side effects. Additionally, it ensures that new trends no longer disrupt operating functions.

. Documentation and reporting

Maintain unique documentation of test plans, test cases, and test consequences. This comprehensive documentation serves as a reference for future testing cycles and audits. Moreover, it facilitates knowledge transfer.


Manual testing in Salesforce is crucial for ensuring the reliability and functionality of CRM. Despite its significant challenges, including complex configurations, execution persists. So, by acknowledging such demanding situations and adopting strategic techniques, teams can enhance the efficiency of manual testing. Likewise, they can contribute to the successful deployment and optimization of Salesforce environments.