The challenges of Salesforce test automation

 In Blog, Most Recent, Codeless Test Automation, Selenium Test Automation, Continuous & Regression Testing, Web Application Testing

The challenges of Salesforce test automation

The challenges of Salesforce test automation

Salesforce is one of the most prominent CRM platforms in the world, boasting over 150,000 customers that span a wide range of industries and company sizes. Their customers trust Salesforce with sensitive processes at the core of the business, such as streamlining sales processes, managing customer support, and personalizing marketing efforts.

These sensitive processes need to be tested, to make sure that they are working properly. In addition, companies develop their own Salesforce processes and need to test those developments before each deployment.

Companies that want to leverage test automation to boost their Salesforce testing face certain challenges while going through the process. This article will explore some of the most critical issues that Salesforce testers face, as well as solutions available to address them:

Adjusting to different Salesforce versions

There are two major versions of Salesforce that companies work with today: Salesforce Classic and Salesforce Lightning. While some companies that implemented Salesforce pre-Lightning continue to work with the Classic version, companies that start working with Salesforce more recently are adopting Lightning due to its improved UI and feature set.

Whether you’re making the switch from Classic to Lightning or adopting Lightning from the start, these differences in versions are important to consider when you’re looking for an automated testing solution for Salesforce applications. Lightning includes things such as a history of activity for each lead or account, as well as the option to design new App Pages, Home Pages, and Record Pages. In addition, Lightning’s new UI is also said to offer smoother navigation and is more user-friendly.

For those companies that are either currently going through the transition from Classic to Lightning or plan to do so in the future, your test automation tool needs to support Salesforce’s Lightning version when making the switch. Proper version management is also essential since Salesforce testers will want the flexibility to roll back to the previous version, if necessary.

Identifying complex Salesforce web components

Salesforce uses components that are difficult to test with code-based solutions, most notably Shadow DOM. Shadow DOM has become increasingly popular in recent years, as it protects web components from being manipulated by arbitrary HTML, CSS, and JavaScript code. In fact, Salesforce Lightning Web Components (LWC) recently adopted the Shadow DOM web standard for the encapsulation of different components. While Salesforce uses a Shadow DOM polyfill code to ensure compatibility across all the browsers it supports, this is a major change in encapsulating web components that affects Salesforce customers worldwide.

While Shadow DOM is clearly an exciting technological shift, many test automation tools do not yet have the capacity to support testing it. Many code-based tools, like Selenium, do not support this natively, and other tools that function like record-and-playback solutions cannot handle Shadow DOM because it is too complex.

There are other complex web components that both code-based test automation tools and record-and-playback tools cannot support, such as pop-up windows. Therefore, companies that test Salesforce applications and use these types of automation testing tools either suffer from increased test breakage or need to dedicate more time and bandwidth to create and implement a custom solution.

Adapting to Salesforce software updates

The Salesforce platform is constantly improving and schedules maintenance regularly to ensure that the platform is functioning optimally. There are two types of maintenance at Salesforce: system maintenance and release maintenance.

There are a few different types of release maintenance, but major releases typically happen three times per year in the winter, spring, and summer. They function as service upgrades so users can benefit from enhanced features and the latest product functionality. There are periodical patch releases and daily releases as well that fall under the release maintenance umbrella.

System maintenance does not have a set schedule, but is generally planning in advance to sustain the security, availability, and performance of the supporting Salesforce infrastructure. Salesforce typically allows their users read-only access to their data during these system maintenance windows in order to minimize its impact and prevent customers from encountering unnecessary problems.

To test Salesforce applications effectively and continuously, your test automation tool needs to be aware of and account for these frequent updates. With code-based solutions, the testers themselves are responsible for ensuring that tests don’t break needlessly. With recorders, testers will need to re-record their Salesforce tests every time scheduled maintenance causes changes that will cause the test to break.

How codeless Salesforce test automation can help

Companies that are looking to do sustainable and scalable Salesforce test automation can find a solution in codeless test automation, such as TestCraft. Codeless test automation platforms that support Salesforce have resolved many of these issues internally, assuring companies that their Salesforce testing will be a smooth and efficient process.

Salesforce aside, a good codeless automation testing tool will account for a wide range of different software versions and updates. To support Salesforce effectively, these codeless test automation tools will offer support for both Classic and Lightning. In addition, codeless automation tools that can test Salesforce also align with Salesforce’s software updates, removing this concern from the QA team.

Another benefit that codeless Salesforce test automation can offer is when it’s based on popular code-based tools, such as Selenium. A codeless Selenium tool makes Selenium test automation more comprehensive, by extending its capabilities to test web components that are not supported within native Selenium code. This applies to many web components, including Shadow DOM, pop-ups, and drop-downs that would normally require custom code when working with native Selenium alone.

Codeless Salesforce test automation offers other important benefits, such as the capability to create automated tests quickly and seamlessly through the Salesforce UI. Also, as the name implies, no coding experience is required. Even if people on your team who manage Salesforce have coding skills, a codeless test automation platform also makes it easier to communicate among members of various teams regardless of their coding background.

Furthermore, the visual nature of a codeless test automation platform makes it a lot easier to build tests easily with reusable test steps. Plus, codeless test automation tools like TestCraft also leverage AI-based technology that overcomes changes in the application. Plus, a codeless testing tool will apply these AI-based changes to each test that uses the affected test step or scenario automatically, reducing maintenance time drastically.

These are just some of the reasons why codeless test automation may be the right fit for your Salesforce testing team, but the best way to determine whether it’s right for you is by trying it out with your specific Salesforce processes.


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