Why Do We Need Manual Testing in Salesforce?

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Customers are the kings in CRM & ERP businesses as their brand reputation and revenue source are majorly attached to users’ emotions. Therefore, sustaining this competitive market is quite tougher, but it isn’t impossible until we have affordable platforms and techniques like manual testing in Salesforce.

Manual testing: This traditional method of Salesforce testing is a process of assessing the performance of the application. Hence, there are no choices other than the testing manual, in which case, the testers test all functionalities separately by tools as much as possible. Automated testing: It incorporates various forms of artificial intelligence to test Salesforce apps and their functionalities.

Yes, even today, it is one of the best forms of testing that provides multiple testing features in a single ecosystem. Thus, it is straightforward to use and easily enhances software productivity from the first scan itself. But How?

Read this blog to learn all its know-how! 

Why do Salesforce users need manual testing?

Salesforce is a popular cloud-based CRM platform. It helps businesses to sell, service, promote, analyze & connect with customers pretty easily. With Salesforce, businesses can leverage Big Data analytics services to gain valuable insights into customer behaviour and market trends. At the same time, employees have the feasibility to work from remote places to collaborate with consumers & store their data safely in the allocated cloud warehouse. 

However, to guarantee that the application is safe and sound with zero performance bottlenecks, you would need manual testing in Salesforce. It basically creates, sets up, and executes test cases manually on the software to examine the loopholes. We can say manual testing is time-consuming and less effective than automation. 

But, it’s proven to spot underlying and hidden bugs better than other techniques. Let’s see some of its benefits: 

  • High effort, high results.
  • Improved test coverage.
  • Accelerated product delivery.
  • Good accuracy.
  • Uses feedback cycles.

Although we dominate automation everywhere, many organizations still rely on partial manual testing to assess script-based solutions. Moving on, let’s see the types of Salesforce testing in detail. 

Which Salesforce testing types are there?

Creation and deployment are deemed as the main phases of apps. However, maintenance holds the major potential to increase or decrease its success. Notably, it relies on how continuously you test the different features to improve its efficiency. So, let’s see the common types of manual testing in Salesforce used for this purpose: 

  • Manual testing

In manual testing, QA testers use industry-specific test cases to set up and analyze tests manually. The workflow is to execute functional, happy path, integration, regression, & system testing with live coding. So, undoubtedly, it’s versatile and comprehensive but lacks scalability to some extent. 

  • Native Salesforce testing

Native testing employs the existing test options within the framework. But, its main purpose is to execute repetitive unit tests. So, it’s not capable of showcasing the user impact and response effectively. Hence, creates the need to separately adopt other testing levels like UI, integration, regression, and UAT to estimate the user impact. 

  • Exploratory testing

This type of manual testing in Salesforce is a specific approach that allows testers to learn, explore, & test at the same time. Here, the Salesforce tester should have enough domain knowledge and experience to validate assumptions & assess the overall quality of the application. In other words, they should have good problem-solving skills to find deep-rooted defects. 

  • Automated testing

Indeed, automation of Salesforce testing is better than other techniques. It delivers reliable and dynamic-enforced output while tackling a wide range of challenges like DOM & heavy tree structure. Likewise, it supports all platforms and allows the integration of third-party tools into the environment for more personalized output. 

These are its testing types and their uses. Now, learn the manual test cases for Salesforce with examples in the next section. 

List of manual test cases for Salesforce applications

If you follow this test case examples list, then you can easily understand the levels of manual testing in Salesforce, categories, and processes to tune those testing features per your needs. So read this carefully: 

  • Testing user interface

Manual testing in Salesforce ensures that applications’s style, scrolling, buttons, and links are appropriate & steady. It examines how different features & guidelines are showcased on several platforms and browsers. So, we can use this test to check the operation of each page element to guarantee zero risks. 

  • Security testing

Just as the name gives, security Salesforce testing is used to examine whether the app is meeting necessary standards & regulations. Here, it provides actual data encryption and strict authorized access to sensitive data. Also, verifies the system’s capacity to manage and react to malware with a quick alerting system. 

  • Customization testing 

Here, you can verify whether any new system adaptations or custom objects are interfering with existing functionality. Then, based on the results, the Salesforce developers can make additional alterations to ensure correctness and response. Also, it allows checking the validity and coverage of lightning components to see if they are similar to other applications. 

  • Regression testing

This sort of manual testing in Salesforce guarantees that system changes and new updates have not damaged the app’s existing performance and functionality. For example, you added new filters to your entertainment app. Then, regression will rerun the previous test cases to check the data integrity, resilience, and performance with newly added elements. 

  • Performance testing

This step is crucial because performance testing assures that the system is working without a hinge or crack. Here, testers apply heavy loads of data on the software to check how it completes transitions and manages to clear the traffic in such periods. Not to mention how thoroughly it checks adaptability, usage, memory consumption, etc. 

  • Disaster recovery testing

Disaster recovery testing simulates issues like power outages, network failures, & hardware breakdown to assess the system’s ability. It ensures that the app can handle such situations and prioritizes protecting the user data from breaches. Thus, clients can be worry-free since the system is built to recover from any of those circumstances. 

  • Lead conversion testing

Lead conversion in regards to manual testing in Salesforce means checking how the system manages to convert leads into various accounts and contacts. It allows firms to handle their sales data as it periodically stores all relevant information to track the progress. So, options like Convert and edit will be the best triggers. 

Next, see the collection of top tools for Salesforce testing in the following section. 

What are the top 5 tools for manual testing in Salesforce?

Testing tools can save 75% of the time and 25% of the cost. You can even get wide test coverage on all your functions, integrations, and workflows. Thereby reducing most of the human effort and speeding up the capability to manage data remotely. So, explore these top 5 tools for manual testing in Salesforce with their feature description and choose your suitable one: 

  • Copado

Copado is a DevOps platform designed to deal with Salesforce testing. It focuses on improving the quality and speed of apps with CI/CD-induced tools. Thus, developing and deploying top-notch apps with detailed security protocols becomes easy. Another key point is that this platform has “Metadata Intelligence” to monitor and maintain the firm’s health. 

  • Eggplant

This Salesforce tool is AI-assisted & provides automated solutions to tackle the challenges in testing. Thus, creates test flow and monitors them based on user specifications. Similarly, being the best tool for manual testing in Salesforce, it offers a single model-based approach to auto-generate user journeys from real-time devices and browsers to make the simulation as effective as possible. 

  • Tricentis Tosca

Tricentis’s automation tool implies customized UI tests for apps and encourages end-to-end testing for a smooth CRM operation after updates. At the same time, it scales any version of Salesforce teams and allows developers to orchestrate automation testing and deploy them. Similarly, it generates easily readable dashboards after every test. 

  • Accelq

Accelq tool is another best tool for manual testing in Salesforce, used to accelerate and improve the quality of Salesforce applications. It’s a collaborative tool that provides cloud space to automate, manage, & track every testing result. Thus, aligns developers with real-time releases and testing environments. Also, you can perform codeless manual testing to check web & mobile compatibility seamlessly. 

  • Kataloon

Kataloon is another reputable test platform. That encourages both manual and automation testing processes. It supports Java and Groovy to create specific code test scripts. Thus, the results would be more adaptable and match your requirements. Furthermore, it easily integrates with the cloud & CI/CD tools. At the same time, its features are highly developer-oriented


Salesforce is a continuous journey that demands changing its features to the newest trends & industry specifications. But to do that, you need extensive & competence testing. So, embrace manual testing in Salesforce and understand the underlying scope of improvements. Thus, pace up & provide the best customer experience with your services. 

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