Instructions

Test automation for
Salesforce
As the name suggests, test automation is
about testing, or verifying, processes and
integrations within Salesforce and between
Salesforce and external systems and tools.
This is different to SFA and other types
of process automation, which are about
performing processes automatically, not
testing them.
While testing processes manually is possible,
it’s a time-consuming and error-prone task.
Particularly when it comes to regression
testing, which is about testing existing (rather
than new) functionality before a release.
Regression tests are predictable because
they’ve been performed before, and repetitive
because they are performed at every release.
This makes them a good candidate for
automation.
In addition to regression tests, critical feature
tests and end-to-end process verifications are
often automated and run on a scheduled basis
to monitor the health of systems and ensure
seamless customer experiences.
For example, a company might have a
customer-facing website for selling its products.
Once a customer purchases something, the
company wants this information to be updated
in their Salesforce database. Test automation
is then used to verify that that information
was in fact updated, and to notify someone or
take an action in case it wasn’t. If this process
isn’t tested regularly and happens to break –
even for a short amount of time – customer
information and business opportunities could
be lost, and the company could risk substantial
monetary loss.
What to automate
Regression tests
Critical feature
tests
End-to-end process
verifications
Salesforce Automation Guide 6