Salesforce

Smart Testing
Best Practices
with Panaya Foresight
Building in Salesforce is easy, but keeping it from breaking is not.
Keep your Salesforce org running properly from release to release
by using better testing practices with Panaya Foresight. 

One of the most appealing aspects of Salesforce is its out-of-the-box features that
can be easily tailored to meet the specific needs of your business. But while it may
be easy to update a new sales process or create a custom layer of code in Salesforce,
the real challenge is making sure your customizations do not break over time as
you continue to build and expand the complexity of your Salesforce org. Making
new applications within Salesforce might be easy, but managing its downstream
impacts and preventing bugs can become very challenging. To ensure business
continuity, you need a robust testing plan in place so that you can continue to build,
innovate and experiment without fear of failure. Smart testing in Salesforce is your
insurance policy and your key to innovation and operational savings.

Are you testing too much? Are you testing too little? Are you covering all impacted
business processes? Do you know what downstream impacts your new release
changes might have? How do you address the multiple challenges and complexities
of testing adoption to find the perfect balance between protecting yourself from
risks in production and creating long and expensive test plans? If you’re delivering
a very small change, do you really need the entire test catalog or regression suite?
What testing can be automated and what testing still needs to be done manually? 

If you’ve been asking yourself any of the

questions above, you’re in luck:
Panaya has the answers.

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 The Challenges of Salesforce Testing
The Challenges of
Salesforce Testing

Salesforce Testing
Types Highly customizable environments like Salesforce allow different
technical methods to achieve the same business goals, while also
Salesforce Testing allowing you to deliver quality on time without stopping your
best practices
development schedule. However, the variety of methodologies in
Smart Testing in Salesforce can create the potential for significant breakage and
action with Panaya
Foresight discerning how to test to keep releases efficiently moving can often
Try Panaya result in oversight and trade-offs between competing priorities. There
for the sweet spot can be a lot of uncertainty about change impact and test coverage, as
of risk-based testing
trying to understand the potential ripple effects of the work you’re about
About Panaya to release can feel next to impossible. There is a need in Salesforce
testing for a solution that details and encompasses how to scope and
test correctly to ensure there are no gaps in your testing plan and code
coverage.

Salesforce testing requires a strong and precise understanding of

business processes–it’s not just checking for where bugs fire in code.
Business users are essential to validate your changes, and understanding
how business users act in their environments requires verification and
testing before release. Because managing tests across multiple teams
requires end-to-end visibility, you need to be able to define who is
responsible for what in E2E testing and need full insight into where
work begins and ends during the entirety of your test process.

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The Challenges of
Salesforce Testing

Salesforce Testing
Types
Additionally, User Acceptance Testing (UAT) needs to be done by
Salesforce Testing business end-users who still have to do their everyday job. While end-
best practices
user testers are critical to ensuring that the new code behaves as the
Smart Testing in business would expect it to, testing is still overhead for them, and can
action with Panaya
Foresight be viewed as a tedious process they don’t like to do. But you need UAT
Try Panaya to understand that existing processes aren’t disrupted by new builds.
for the sweet spot
of risk-based testing

About Panaya

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 Salesforce Testing Types 
Salesforce Smart
Testing Best Practices
with Panaya Foresight

The Challenges of To identify what to test and where to locate efficiencies within
Salesforce Testing
your testing plan, it’s important to understand the kinds of
Salesforce Testing testing needed for effective Salesforce releases.
Types

Salesforce Testing
best practices
Unit Testing
Smart Testing in Unit Testing is a staple of software development in any language or
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Foresight platform and has to be done on each unit of code in a single component.
Try Panaya In Salesforce development, Unit Testing is usually performed by Apex
for the sweet spot Developers for things like Visualforce or Lightning Components.  Unit
of risk-based testing
Tests are done at the coding level, checking to make sure it works. 
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Functional Tests
Functional tests are a step above unit tests and are used to validate
the system against the functional requirements. Functional tests check
the code against the system as a whole, ensuring that the system is
operating in the way you would expect in the later use of the application.
Functional tests are usually performed by a QA team

User Acceptance Testing (UAT)

Often the most manual part of testing, UAT is performed by business
end-users who can define the process and method that the new code
is supposed to represent. UAT is done in the development stage in a
sandbox and is testing functional requirements before deploying to
production before wide release to other Salesforce end-users.

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The Challenges of
Salesforce Testing
Regression testing
Regression testing is the most comprehensive system test, and many
Salesforce Testing
Types command servers and DevOps pipelines often require regression tests.
A regression test is a standard test you can run to see if anything has
Salesforce Testing
best practices
inadvertently broken something–it’s designed to check that a bug fix
you just released did not create a new bug. A regression test ensures
Smart Testing in
action with Panaya
changes are not affecting any existing features and can be automated.
Foresight Regression tests are usually handled by a QA team.
Try Panaya
for the sweet spot
of risk-based testing System testing/E2E testing
System and E2E testing are critical in orgs with many managed
About Panaya packages or APIs. If you want to check an external API, an automation
in Marketing Cloud, or that a PDF generator is performing after a new
release, you need to run a system test or an End-to-End test to test
technical processes from start to finish. A few different kinds of people
can perform E2E testing, but usually a Salesforce Expert, an external
consultant or a system owner of an API-connected solution perform
these tests. 

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 Salesforce Testing best practices 
Salesforce Smart
Testing Best Practices
with Panaya Foresight

The Challenges of Testing can feel like a chore, but with planning and the right
Salesforce Testing
tools, it doesn’t have to feel impossible. Here are a few best
Salesforce Testing practices that will make your release testing go much better. 
Types

SalesforceTesting
Salesforce Testing
best practices
best practices
1 Start Testing early in the development lifecycle
Smart Testing in
action with Panaya For Apex classes especially, plan your testing as you build. Build a test
Foresight
class alongside your code and ensure your class can pass at the 75%
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for the sweet spot coverage mark. However, if you have the resources, it’s also not a bad idea
of risk-based testing to have external partner or QA personnel write the test class for you–
developers can sometimes only test for the “happy path”, but having a
About Panaya
third party review your work can provide insights into non-happy paths.
As you work, deploy and test regularly throughout the build. Developers
should unit test the code they have developed as they work at their
requirements to validate their code is working as intended. While going
through unit testing, focus your testing efforts on the highest areas of
risk to maintain efficiency and identify priorities in testing. If you can,
involve Test/QA functions in the project early and often. 

2 Prepare your functional test cases from the start

Within your projects, lay out who is responsible for what test, what
testing you plan to involve and what manual steps need to be done
(if there are manual steps). Create a detailed test plan including:
Features and scenarios to be tested
• Identification of test cycles and acceptance criteria

• Roles and responsibilities: this is especially important with your UAT testers,
as they may need to adjust their schedule to accommodate testing.

• Defect management strategy and how quickly you plan to address bugs or
wonky code

• Test documentation strategy to support compliance, documentation and

end-user training

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Salesforce Smart
Testing Best Practices 3 Never compromise UAT testing
with Panaya Foresight

The Challenges of
UAT is a critical connection between the business and the developers
Salesforce Testing working on a Salesforce build. Developers can sometimes be blinded to
the realities of other people’s work, so focusing on integrity in the UAT
Salesforce Testing
Types process can help you put your end-users front and center. 
• Ensure the functionality developed meets the business need and works
SalesforceTesting
Salesforce Testing
best practices
best practices
efficiently for the business. Technically meeting requirements but making
work harder on your end-users isn’t really meeting requirements.
Smart Testing in
action with Panaya • Assemble an experienced team of key users for your UAT and define what
Foresight you consider reliable feedback.
Try Panaya
for the sweet spot • Ensure full visibility of the UAT testing process for End to End
of risk-based testing
• Use your users’ feedback for future releases and determine what new
About Panaya
priorities may emerge.

• Leverage business users’ knowledge for potential avenues of automation

4 Use testing tools to streamline your process

With the growing complexity of Salesforce development, Salesforce
developers know they need tools to do testing efficiently. While
identifying and acquiring testing tools is often a management challenge
instead of a technical challenge, automatic invocation of testing in your
automation pipeline helps. Think about lean management principles
when you do find your defect and leverage automation where possible.
Make sure you have a small queue for defect management, and where
needed, be able to swarm on a complex defect to keep developing
progress moving along.
• Apply end-to-end thinking and manage your testing accordingly: think of
requirements, test planning, execution, defect management and real-
time monitoring in terms of a comprehensive picture.

• Automate test evidence and business process documentation where possible.

• Ensure defect closure with smart defect management workflows.

• Track and share accurate testing progress with relevant stakeholders.

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 Smart Testing in action
The Challenges of
Salesforce Testing with Panaya Foresight
Salesforce Testing
Types

Salesforce Testing For smart testing and managing business users, consider using a
best practices
comprehensive testing and change management tool like Panaya
Smart Testing
Smart Testinginin Foresight. Panaya Foresight provides real-time Impact Analysis with
action with
action withPanaya
Panaya
Foresight
Foresight
the click of a button by monitoring changes in your Salesforce org’s
metadata. With a simple button click, you can see the entire ripple effect
Try Panaya
for the sweet spot of any architectural and metadata change to give yourself X-ray visibility
of risk-based testing
into your org. By spending two minutes of your time and authenticating
About Panaya
through Panaya Foresight, we can pull all your interdependencies and
pinpoint exact downstream impacts. 

Include accelerated testing alongside your test automation

management as a holistic solution. Accelerated testing is not always
the same as test automation–UAT testing still has to be performed by
a human. However, manual testing activities can be accelerated and
streamlined by using Panaya to centralize your test criteria.        

Actionable insights for achieving and maintaining a healthy org are

driven by Panaya Foresight’s Smart test management, which gives users
a unified end-to-end testing platform that brings intelligence to test
management. 

When you’re shopping for testing solutions,

consider if you’re buying a first-generation
or a second-generation.
It’s important to look at
newer technologies in
your test tech suite and
keep them in the cloud.
Condensing tools for release
management and testing
should be a long term
part of your tech stack
management strategy to
facilitate.

| 9 BOOK A DEMO
The Challenges of
Salesforce Testing

Salesforce Testing
Try Panaya for the sweet spot of risk-
Types
based testing 
Salesforce Testing
best practices Determining what to test to minimize breakage in production is a critical
part of establishing your Salesforce testing strategy, but identifying
Smart Testing in
action with Panaya what to test and how to create that plan can feel very overwhelming.
Foresight
The potential for missing critical steps in your testing plan is large
Try Panaya
Try Panaya and high risk, but addressing and establishing a comprehensive and
for the
for the sweet
sweetspot
spot
of risk-based
risk-basedtesting
testing efficient test plan doesn’t have to be an uphill battle. By using the
right tools that integrate multiple elements of your design and testing
About Panaya
process, you can quickly identify what changes in your deployment
have the highest risk of breakage and focus your test efforts around
preventing them. With Panaya Foresight, you can also consolidate
your test feedback and streamline your documentation creation. You
can also centralize and consolidate your User Acceptance Testing
responses and quickly reproduce bugs or unexpected behavior to
address them.

Panaya Foresight can help you operate from a risk-based testing

perspective to help you scope your test activities on the items that matter
and have the largest potential for impact. With Panaya Foresight, you can
dramatically simplify your testing and release management strategy to
release faster with fewer defects. 

For more information on Panaya foresight Smart Testing Solution

BOOK YOUR PERSONALIZED DEMO

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The Challenges of
Salesforce Testing
About Panaya
Salesforce Testing
Types Panaya provides cloud-based application delivery and
testing solutions that provide collaboration between
Salesforce Testing
best practices Business and IT.
Smart Testing in
action with Panaya
Foresight
Enabling enterprise agility with faster release velocity and
Try Panaya uncompromising quality, Panaya delivers an optimized
for the sweet spot user experience with end-to-end visibility of the application
of risk-based testing
lifecycle.
About Panaya

Since 2006, 3,000 companies in 62 countries, including a

third of the Fortune 500, have been turning Panaya to deliver
quick quality change to enterprise applications.

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