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Testing Strategies for Successful Salesforce Implementation

09-Nov-2021

Testing Strategies for Successful Salesforce Implementation

According to Backlinko, “Salesforce generates total annual revenue of $21.25 billion. Revenue has increased by 24.27% over the previous fiscal year. Salesforce revenue has grown at a CAGR of 51.22% over the last 20 years.”  

The statistics mentioned above are very natural to witness, and the coming years are likely to bring a lot more revenue while bringing benefits to all the organizations associated with it. Over the years, several businesses, irrespective of the industry to which they belong, have adopted Salesforce to complement their customer relationship management tactics.   

Above all, all the enterprise applications offered by Salesforce related to analytics, application development, customer service, and marketing automation have huge potential to upgrade business operations.   

On top of that,   

  • CRM increases sales (by up to 29%),   

  • Improves productivity (by up to 34%)  

  • Boost forecast accuracy (by 40%) (Salesforce)  

  • Per salesperson, a CRM can increase revenue by 41% (TrackVia)  

  • CRM is known to improve customer retention by as much as 27% (TrackVia)  

Coming to the definition, CRM can be defined as an approach to managing the existing and prospective customers through effective communication. The major operations that are handled by Salesforce include relationship management, marketing initiatives, and maintaining consistency in communication.  

Since consistent feedback is necessary to work on business realms, driving success into the commercial sphere using Salesforce needs effective implementation of the technology, which obviously needs extensive focus on salesforce testing services.  

In this blog, we will try to highlight the best salesforce testing practices that could help in successful and productive implementation. But before we jump on the details, let us have some brief insights on how a Salesforce CRM tool empowers business.   

Since the Salesforce CRM has the potential to automate the three most significant business tasks, namely Sales, Marketing, and Service, the popularity of Salesforce is likely to jump. Though Salesforce has entered the market long after the businesses had access to other CRM solutions, Salesforce has so many other things to offer.   

Either it is cloud-based solutions like sales cloud, service cloud, community cloud, analytics cloud, or marketing cloud, Salesforce has all the potential to help clients customize all the operations as per the varying business and user requirements. More importantly, Salesforce offers extensive ease of implementation along with flexibility and scalability benefits, making it the best choice to lead progressive business actions.   

The maximum level of endorsement for the salesforce platform comes from the fact that it can help upgrade productivity practices. Either it is managing contacts, cultivating leads, making partnerships, or fostering opportunities, Salesforce has all the capabilities to drive business if implemented with the right focus on software testing services.   

On the flip side, the use of Salesforce, like any other software, has its own challenges that testers and technical teams have to face on their way to integrating CRM applications or implementing any salesforce software into the organization’s IT ecosystem.   

Suggested Read: Best Practices on CRM Testing

Here comes the role of Quality Assurance Services as incorporating QA goals early in the process of defining business objectives could help leverage the underlying purpose of the technology use.   Once you have all the confidence of the stakeholders, the right approach, the right team, and some solid quality assurance solutions, it becomes easier to increase the acceptance level in the organization.  

Understanding Salesforce Testing  

When it comes to CRM testing for salesforce-based applications or software, the process entails multiple testing operations beginning from the basics of manual testing. It usually includes functionality testing and unit testing.   Post that, testers switch to advanced testing practices using automated testing to ensure precise deployment on the given requirements. It needs testers to automate all the regression testing-related tasks while running security, performance, and localization testing simultaneously.   

However, working with an experienced software testing company like BugRaptors needs you to work on extensive testing techniques like user acceptance testing, production testing, and sandbox testing.   

Though these testing techniques could be discussed in detail, the more important step is to work on a progressive test strategy that can accommodate the business and operational objectives of the test. At the primary level, the strategy involves an effective focus on functional, performance, security, and scalability requirements.   

Also, the implementation process should only be chased when developers are testers are convinced of the deployment strategy. It might involve the effective development of test suites followed by cleansing of all the unwanted and duplicate data that might hamper the end goals.   

Since the process leads to a huge amount of redundancy data production, your salesforce testing service provider must ensure that any information related to test cases or test processes should not qualify to later stages of testing if not adding value to the end objectives.   

Also Read: All You Need to Know about Popular CRM Testing

Mapping The Salesforce Testing Process  

Since we have worked through the prelude of salesforce testing with the aforementioned details, let us jump on understanding the perfect strategic approach that your software testing and quality assurance service provider must consider for successful implementation. These can also be considered as the best practices that must be brought to the table in order to generate maximum value out of the salesforce solution.   

Begin With The Objectives  

When it comes to testing your Salesforce CRM solution, it is imperative to begin with, business objectives and align the technicalities with the end goals. It may need you to explore the underlying purpose of the solution, plus having on focus on your CRM tool to automate important operations. It can be sales and communication for some, while others may need to focus on everything, including marketing campaigns.   

Know The Necessary Features  

The next important thing that you need to include in your test strategy is to consider all the essential and latest features that you want to have on your salesforce platform. These features must only be chosen after careful consideration of your business objectives and the requirements of the team. Therefore, having clear and thorough input from your team on the functionalities that adds value to the business operations and ROI can be of huge help.   

Test Driving The Solution  

Another good move that could help you yield great returns from your salesforce solution is emphasizing the pre-release trial of the application before making it dive into the production environment. It is an opportunity for real-time users, I.e., your team, to try all features and find out their importance for the production system. Moreover, it can prove to be an effective way to test your salesforce solution in a live environment for the best results.   

Understand The Functionality Goals  

Salesforce testing should have honest and excellent efforts on checking the functionality of the dedicated application. It helps testers to understand the user’s perspective and ensure full test coverage, right from writing test codes to code quality and reuse opportunities.   

Have Special Consideration For UAT  

UAT or User Acceptance Testing is of most relevance to your entire outsourced salesforce testing solution. It allows you to locate any defects and fix them at the earliest to offer great convenience to the end-users. In other words, it is imperative for thorough testing that helps in sign-off.   

Make Sure You Record Tests  

Last but not least, you should have a focus on recording and reporting the tests. Recording the tests helps in improved reporting of the salesforce solution to the administrators, enabling them to identify risks in a short time and ensure zero defects in test results. Moreover, you can work on a robust test framework to have maximum value out of the whole business ecosystem when the salesforce solution is live.   

The Crux  

Salesforce implementation may appear tricky, but when you have the right partner to help you with testing, you can nurture all your business transformation goals for added business success. Also, it is vital that your software testing service provider must have a methodological approach to salesforce implementation and testing to yield you long-term returns with zero downtime hours.   

At BugRaptors, we bring you a team of 250+ ISTQB certified experts who have experience in handling salesforce implementation and testing for SMEs as well as fortune 500 brands.   

If you need to get your salesforce solution tested with some hybrid test practices that can speed up your business operations, feel free to reach our experts through info@bugraptors.com   

author

Neha Sethi

Neha is a testing professional having diverse exposure in various projects and application testing with comprehensive understanding of all aspects of SDLC. She is well versed with Manual testing, Mobile application testing, performance testing, load testing, Web applications testing. She is able to create effective documentation issue report and also working with bug tracking software which is used to report the bugs. Highly motivated and excellent team player with strong interpersonal, analytical and communication skills.

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