The QA process in Salesforce is an essential part of software development, testing, and deployment. It is a systematic approach to ensuring that the Salesforce application meets the required quality standards and specifications.
Here are the key steps involved in the QA process in Salesforce:
In this phase, the QA team works with the stakeholders to gather and analyze the functional and non-functional requirements of the Salesforce application.
Based on the requirements, the QA team creates a comprehensive test plan that outlines the testing approach, test cases, test data, and test environments.
The QA team develops test cases to validate the functionality, performance, security, and usability of the Salesforce application.
Test cases are executed in different testing environments, such as sandbox and production, to identify defects and issues.
During the test execution phase, a QA manager tracks and reports defects using a defect tracking tool, such as JIRA or Bugzilla.
The development team fixes the defects reported by the QA manager and re-tests the application to ensure that the fixes are effective.
A QA manager performs regression testing to ensure that the changes made during defect resolution do not impact the existing functionality of the Salesforce application.
The QA team collaborates with the stakeholders to conduct user acceptance testing to validate that the Salesforce application meets the business requirements and user expectations.
Once the QA manager validates the application, it is deployed to the production environment.
While the QA process in Salesforce is critical for ensuring the quality of the application, there are some potential caveats you should be aware of.
There will often be pipelines when beginning in a persistent environment like a sandbox. These can include user acceptance testing sandboxes where the work gets shipped.
Testing requires significant effort to execute test cases and track defects, which can affect project timelines.
Resources such as engineers, developers, and business analysts.
Hiring, training, and retaining these resources can be costly for organizations.
Due to the complexity of the system, the number of features and the customization options available can be complex.
Systems such as ERP, marketing automation, and e-commerce platforms, which can make it hard to test the end-to-end functionality of the system.
Risks such as data loss, system downtime, and performance issues.
Factors such as the number of users, data volume, and system configuration.
Including performance testing in the QA process ensures the application can handle the expected load.
This forces the QA team to adapt and update their test plans, test cases, and test data accordingly.
To ensure the quality of your Salesforce application, it's recommended to conduct QA early in the development process before integrating and shifting.
Hutte, a web-based interface that simplifies version control for Salesforce, makes this process more accessible by offering the following features:
Hutte is truly one of the best tools that we use. Product owners, Salesforce solution architects, business analysts — anyone on our team can easily and visually accomplish the tasks that would otherwise take a lot of clicks, time, and coding.
Hutte offers a user-friendly and efficient solution for managing data during testing. With Hutte, you can easily manipulate data, provide feedback, and discard the org if necessary.
There's no need to deal with complex command line interfaces (CLI). Instead, you can use a straightforward visual interface to streamline team collaboration.
Check out our interactive demo below:
As a QA manager, you can conveniently review changes in a line-by-line comparison format directly from Git hosting providers. This enables you to track modifications and ensure they align with your project requirements.
By utilizing Hutte, which operates on a scratch org basis, you can quickly revert to earlier versions of your Salesforce application. In contrast, trial orgs and sandboxes do not offer the ability to roll back changes.
With Hutte, you can select a branch, such as a release branch, and effortlessly view how the QA process operated in previous application versions.
Without Hutte, this would be extremely challenging to accomplish.
Hutte enables QA managers to conduct tests and reach a specific state by performing QA on a future branch that has yet to be integrated or on a past branch to observe how behavior has progressed over time.
Sign up for our newsletter & receive fresh content about all things Salesforce.
