Salesforce Automation Guide Get started with test automation for Salesforce
Table of contents 3 Introduction 4 Why automate? 6 Test automation for Salesforce 8 How to choose your Salesforce automation tool 9 1. Scalability 10 2. User-friendliness 10 3.
Introduction Salesforce is a popular CRM system that helps Many teams therefore automate their sales, commerce, marketing, service and IT Salesforce tests to optimize organizational use teams connect with their customer base and of time and resources and to ensure high- gather information. This means that many quality delivery at speed. organizations rely on Salesforce to perform In this guide, we’ll take a look at opportunities business-critical tasks.
Why automate? In today’s increasingly digital world, Unfortunately, these changes can impact user businesses need to keep up to speed with customizations and even standard uses of the rapid changes in the market and shifting platform. For QA teams, this means a lot of customer demand. maintenance.
Automation, on the other hand, can speed up automation, inefficiencies can be eliminated the testing process while mitigating human and errors minimized. error. With the right approach, resources can To the business, greater efficiency means be saved and costs can be driven down. Often, when people talk about Salesforce operational costs can be reduced to the automation, they’re referring to process With a tool that’s simple to use and maintain, business, benefitting the bottom line.
Test automation for Salesforce As the name suggests, test automation is In addition to regression tests, critical feature about testing, or verifying, processes and tests and end-to-end process verifications are integrations within Salesforce and between often automated and run on a scheduled basis Salesforce and external systems and tools. to monitor the health of systems and ensure This is different to SFA and other types seamless customer experiences.
Case US building materials manufacturer uses Leapwork for end-to-end Salesforce testing “We needed something that we could Outcomes 10 releases each month (from 1) 90% increase in testing efficiency 9 full time employees saved organization. And the consequences of bring in that wouldn’t require a whole downtime could have massive financial ton of highly specialized resources. impacts – up to $40K per hour.
How to choose your Salesforce automation tool Automation can benefit your business in multiple ways. But the success of your automation efforts will depend on the What to consider when choosing a Salesforce test automation tool approach you take and the tool you choose. There are three things, in particular, you’ll want to take into consideration when researching your options: 1. Scalability: How well does the tool allow you to scale automation? Scalability Compatibility User-friendliness 2.
1. Scalability If you’re taking a strategic approach to applications, look for a tool that will let you framework that developers can get started automate across web, desktop, mobile, legacy with easily. The downside of Selenium is that it and virtual applications. requires developers with strong programming automation, you’ll also be considering how you can scale the use of your chosen automation tool down the road. Scalability is essential capabilities.
When the developer or IT dependency is With no-code tools, creating and maintaining automation is easy removed, anyone in the organization with a deep understanding of Salesforce can contribute to test automation and quality assurance. This frees up resources and removes bottlenecks. On the flipside, no-code automation isn’t free.
Shadow DOMs Element identifiers are hidden Iframes Salesforce uses Shadow DOMs to isolate Usually, a UI automation tool will need In Salesforce, a new tab is a new frame. components. This makes it difficult to identify element details to identify visual elements These frames are difficult to identify because elements in UI test automation. in the application. Salesforce hides these the UI automation tool needs to identify the for development purposes, making test elements under the frame.
Leapwork for Salesforce test automation Although Salesforce is a technologically Unlike most other Salesforce automation complex platform, automating it doesn’t have tools, Leapwork handles challenges like frame to be complex.
Here’s an overview of how Leapwork can automate some of the key elements in Salesforce Navigating through frames Leapwork uses smart visual recognition that only requires a single click to switch between frames. Executing against dynamic content Leapwork’s locator strategy allows dynamic web elements to be efficiently identified, with the option to tweak or change the chosen strategy as required.
If you are on the lookout for a Salesforce automation tool that will help you automate across technologies, at scale, without a single line of code, then Leapwork’s no-code automation platform might be the solution for you.
