Salesforce Testing Templates: 43 Test Cases for Salesforce

OVERVIEW

Salesforce is one of the leading CRM(Customer Relationship Management) platforms that offers businesses access to a number of tools for managing clients, customers, and prospects to help streamline sales and improve profitability for businesses. This cloud-based platform provides various functions, such as marketing automation, analytics and reporting, customer care and support, and sales automation.

The Salesforce platform offers a variety of clouds such as sales cloud, marketing cloud, and Commerce cloud, which enables the development of custom apps utilizing Salesforce's proprietary programming languages Apex and Visualforce, as well as the Lightning Web Components, which are web standards-based. Because of the wider range of services and clouds, Salesforce offers to the business, it creates huge demands for Salesforce testing.

Salesforce testing is required to verify that the custom app built on the Salesforce platform does not affect other Salesforce functionalities and to check that changes are carried out according to design specifications.

Salesforce testing test cases are set of specified processes with the expected outcome to ensure that the system is functioning properly. These test cases may include evaluating the functionality of specific features, evaluating the integration of numerous elements, and evaluating the system's performance under various scenarios. Be at ease, though! We have compiled a comprehensive set of Salesforce testing test cases that you can use to ensure error-free Salesforce testing.

If you are new to Salesforce testing, you can get better insight about it from the LambdaTest Salesforce testing tutorial.

Salesforce Test Case Categories

The Salesforce test case examples have been grouped by different categories to help them streamline as per your requirements, be it UI testing or accessibility testing with Salesforce.

You can find the right templates to test various aspects of the system:

• Testing User Interface
• Testing Data Integrity
• Customization testing
• Integration Testing
• Security Testing
• Performance Testing
• Cross Browser Testing
• Load Testing
• Stress Testing
• Regression Testing
• User Acceptance Testing
• Disaster Recovery Testing
• Accessibility Testing
• Apex Code Testing
• SOQL and SOSL Testing
• Sandbox Testing
• Salesforce Release Testing
• Data Migration Testing
• Data Backup and Restore Testing
• Rollback Testing
• Error Handling Testing
• User Permission Testing
• Role Hierarchy Testing
• Customizable Forecasting Testing
• Lead Conversion Testing
• Data Import and Export Testing
• Test Data Related Test Cases
• Testing Validation Rules
• Testing Triggers
• Testing Workflow
• Email Service Testing
• Test Execution Related Test Cases
• Custom Test Cases
• Testing Lightning Component
• Testing Visualforce Pages
• Manage Your Salesforce Testing with LambdaTest
• Frequently Asked Questions (FAQs)

Salesforce's user interface (UI) testing is crucial since it ensures that the system is simple to use and that the organization and style of the pages, buttons, and links are appropriate and consistent.

While UI testing during Salesforce testing, testers would thoroughly examine the system's pages, buttons, and links to ensure that they are functional and properly aligned. Testers would also examine the interface's functionality in various browsers and devices to ensure that it is responsive and performs properly across several platforms.

Here are some examples of what you can involve in UI testing:

• Examining the alignment and spacing of web elements.
• Testing the operation of buttons and links.
• Examining the data presented in fields and objects.
• Examining the presentation of reports and dashboards.
• Examining the system's behavior in various browsers and devices.
• Testing the system's accessibility for users with disabilities.
• Validating conformity with design standards such as the Salesforce Lightning Design System.
• Checking for conformity with any branding guidelines.

Testing tools such as Selenium and Playwright would be helpful for testing UI in Salesforce testing. It will save time and effort in testing the User Interface of the system.

Data integrity in Salesforce testing is important because it verifies data accuracy and consistency.

During data integrity testing, testers would check the validation rules, data import/export functionality, and data behavior in various fields and objects to ensure that data is correctly input, stored, and retrieved. The validation rules ensure that the data entered into the system is correct, complete, and meets the system's criteria. Data import/export capability would also be tested to confirm that data can be imported and exported accurately and that it fits the system's criteria.

Here are some points included in data integrity while Salesforce testing:

• Validation rules must be correctly implemented and enforced.
• Testing data import and export to ensure data is properly structured.
• Ensuring that data is shown accurately in various fields and objects.
• Ensuring that data can be searched and sorted accurately.
• Examining the data consistency following the backup and restore process.
• Examining the data consistency following the rollback process.
• Checking the consistency of data following upgrades and releases.
• Examining data consistency across several items.
• Examining data consistency in the production and Sandbox environments.
• Examining data consistency following data migration from external systems and third-party apps.

It is critical to have a comprehensive Salesforce testing plan and to collaborate with a team of professional Salesforce developers and testers to guarantee that all components of the system are adequately verified to fulfill the needed data integrity.

Customization testing is an important aspect of Salesforce testing. It ensures that any system adaptations, such as new fields, custom objects, and custom workflows, do not interfere with existing functionality and meet the requirements.

During customization testing, testers would confirm that the custom fields, custom objects, and custom processes are functional and meet the requirements. Additionally, testers would ensure that the alterations do not interfere with any current functionality, such as data integrity, performance, or security.

Here are some examples of what customization testing could include:

• Verifying that custom fields and custom objects are correctly aligned and displayed.
• Testing custom workflows to check that they are properly triggered.
• Custom metadata is being tested for correctness and coverage.
• Ensure that the custom permission is properly displayed and aligned on the page.
• Custom labels are being tested for correctness and coverage.
• Checking the validity and coverage of lightning components.
• Visualforce pages are being tested for correctness and coverage.

It is critical to properly test customizations in Salesforce testing to ensure that they do not introduce any new problems or issues into the system and that they fulfill the requirements.

Integration testing in Salesforce testing helps ensure the system can communicate and share data with other systems correctly, such as external databases or other platforms.

In integration testing, testers would validate the communication and data exchange between Salesforce and other systems to ensure that the connection is functioning properly, that data is being transmitted and synchronized correctly, and that the integration meets the requirements.

Here are some points included in integration testing:

• Salesforce and other systems' connections and communication should be tested.
• Experiment with the data flow between Salesforce and other platforms.
• Run data synchronization tests between Salesforce and other platforms.
• Test the integration with third-party applications.
• Run integration tests using external systems.
• During the integration process, test the security.
• Experiment with data migration from external systems and third-party apps.
• During the integration process, test the error handling.

Security testing in Salesforce testing ensures that The system is secure and meets industry standards. During security testing, testers would ensure that user access control, data encryption, and industry-standard compliance are all working properly and effectively. The system's ability to handle and respond to security threats such as hacking attempts, unauthorized access and data breaches would also be tested.

Here are some examples of security testing points:

• Testing user access control to ensure that only authorized users have access to sensitive data.
• Testing data encryption to guarantee that data is secure against unauthorized access.
• SOC 2, PCI-DSS, and HIPAA compliance testing.
• Testing the system's ability to handle and respond to unauthorized access.
• Testing the system's capacity to detect and respond to phishing attempts.
• Testing the system's capacity to manage and respond to malware and other dangerous code.
• Evaluating the system's ability to handle and respond to security risks.
• Evaluating the system's logging and auditing capabilities.
• Evaluating the system's ability to handle and respond to data leaks.
• Testing the system's ability to handle and respond to hacking attempts.

It is essential to extensively evaluate the system's security to ensure that it can manage and respond to security threats efficiently and that it fulfills industry standards. This can aid in identifying vulnerabilities and ensuring that the system is secure and meets industry requirements.

In Salesforce testing, performance testing assures the system can manage the anticipated usage and function well under various loads and conditions. Testers would make sure the system could handle various loads, such as a large number of users, a lot of data, and complex transactions, via performance testing. Testers would perform a test to ensure it can operate effectively in various situations, such as during periods of high usage, to ensure that the system can meet user needs.

Here are some points included in performance testing:

• Evaluating the response time of the system under various loads.
• Checking the system's capacity to manage a lot of users at once.
• The system's capacity to handle massive amounts of data is being tested.
• Evaluation of the system's handling of complicated transactions.
• Evaluating the system's performance during periods of high usage.
• A test to see if the system can handle a lot of requests.
• Testing the system's adaptability to various data types.
• Testing the memory utilization of the system under various loads.
• Evaluating the CPU consumption of the system under various loads.
• Testing the scalability of the system.

Performance testing is crucial in Salesforce testing because it evaluates the system's performance to make sure it can handle the anticipated usage and function efficiently under various loads and conditions. This can assist in locating any performance bottlenecks and guarantee that the system can accommodate user demands.

Cross browser testing of Salesforce applications assures that the CRM works well and is easy to use across various browsers and mobile devices. The purpose of cross browser testing is to ensure that the system works properly and is user-friendly across a range of devices, browsers, and OS. Additionally, testers would verify that the system’s functionality functions appropriately on mobile devices and that the system’s layout and style are consistent.

A major challenge with Cross browser testing of Salesforce applications comes with building test infrastructure and maintaining it. To overcome this challenge, Salesforce applications lean on public clouds such as LambdaTest. LambdaTest gives you wider test coverage of 3000+ browsers and OS on the cloud. You can perform manual and automated browser testing on web and mobile apps.

Here are some points included in cross browser testing:

• Testing system’s performance on various browsers, OS, and devices.
• Testing webpage layout and web design on various browsers, OS, and devices.
• Testing the webpage's responsiveness for handling different resolutions, orientations, touch inputs, and network conditions.

To ensure that the system can run properly and is user-friendly on different browsers, OS, and devices, it is also crucial to extensively test its mobile performance and user experience. This can assist in finding any problems or bugs and guarantee that the system can accommodate mobile users' needs.

Salesforce testing must include load testing to ensure the system can support the anticipated volume of users and transactions and function effectively under pressure.

Testers would mimic the anticipated volume of users and transactions during load testing to gauge the system's performance under pressure. Additionally, testers would make whether the system can manage the anticipated number of concurrent users, transactions, and requests and can function effectively under pressure.

Here are some points that are included in load testing:

• Evaluating the system's capacity to manage the anticipated number of active users at once, the number of transactions, and the anticipated volume of requests.
• Testing performance and response time, and scalability during heavy loads.
• Evaluating the system's capacity to cope with various network situations, server configurations, and database configurations under heavy loads.

To ensure that the system can meet user needs and function effectively under large loads, it is crucial to extensively verify its capacity to manage severe loads. This makes it easier to spot any performance bottlenecks and guarantees that the system can support the anticipated volume of users and transactions.

Stress testing during Salesforce testing assures that the system can withstand and recover from unexpectedly high loads and scenarios. Stress testing would involve testers simulating extreme usage situations and high loads, such as a large number of concurrent users and complicated transactions, to assess the system's ability to manage and recover from unforeseen scenarios.

Testers would also ensure that the system can handle and recover from unanticipated failures, such as network outages and retain data integrity and functionality throughout these scenarios.

Here are some points to test during stress testing:

• Testing the system's resilience to unexpected high loads, unforeseen failures, and network outrages.
• Testing the system's ability to handle server failure, database failure, and power outages, and capacity to recover from it.
• Testing the system's capacity to retain data integrity and operation in the face of unforeseen circumstances.
• Testing systems resilience to security breaches, system failures and data loss.

Regression testing is an essential component of Salesforce testing since it guarantees that system changes, such as updates and releases, do not damage any existing functionality and that the system keeps functioning as intended.

Regression testing involves rerunning previously completed test cases to verify that the system is still functioning properly even after modifications have been made. Testers would also ensure that updates and releases did not impair any currently available features, including data integrity, performance, or security.

Here is some point to keep in mind for regression testing:

• Rerun previously completed test cases to confirm that the system is still functioning properly.
• Evaluate systems functionality, performance, data integrity, and security after updates and releases.
• Checking the system's adherence to industry standards, After updates and releases.
• Test the system's resilience to unexpected failures, network outages, and server or database failures after updation.

After modifications have been made, it's crucial to thoroughly evaluate the system's functionality and performance to ensure it keeps functioning properly and that upgrades and releases don't disrupt any existing functionality.

Getting more users and visitors is a fundamental goal for businesses or websites. Thatswhy, Salesforce testing must include acceptance testing to ensure the system satisfies the requirements and is prepared for distribution to end users.

Testers would confirm that the system satisfies the criteria and is prepared for release to end users during acceptance testing. To make sure that it can satisfy users' needs, this includes testing the system's functionality, usability, performance, and security. Additionally, testers would verify the accuracy and completeness of the system's documentation and user manuals.

Here are some points to note during user acceptance testing:

• Test a system's functionality, usability, performance, security, and other important parameters.
• Make sure the system's user manuals and documentation are correct and complete.
• Check to make sure the system complies with industry requirements and branding standards.
• Check that the system complies with the requirements of the company.
• Check whether the system is prepared for release to users.

User acceptance testing is done by end users or a user acceptance testing (UAT) team comprised of end users, stakeholders, and business analysts. It is critical to thoroughly test the system to ensure it meets the requirements and is ready for release to end users. This can assist in identifying any issues or bugs and ensuring that the system can meet users' needs.

Disaster recovery testing is an essential component of Salesforce testing because it ensures that the system can handle and recover from unforeseen events and disasters.

During disaster recovery testing, testers would simulate different types of disasters, such as power outages, network failures, and hardware failures, in order to assess the system's ability to handle and recover from these scenarios. Testers would also ensure that the system's disaster recovery plan is working properly and that the system can maintain data integrity and functionality during these scenarios.

Disaster recovery testing includes:

• Testing the system's resilience to power breaks, network failure, and hardware failure.
• Evaluate the system’s ability to handle natural disasters, man-made disasters and security breaches.

To ensure that the system can satisfy user neeEvaluate the system’s ability to handle natural disasters, man-made disasters and security breaches.ds and function effectively in these circumstances, it is important to extensively evaluate its capacity to handle and recover from unforeseen failures and disasters. This can assist in finding any flaws and guarantee that the system can handle and recover from unforeseen circumstances.

In order to make sure that Salesforce is usable by people with disabilities and complies with accessibility standards, accessibility testing is a crucial component of the testing process.

During accessibility testing, testers would confirm that the system complies with accessibility standards, including the Americans with Disabilities Act (ADA) and the Web Content Accessibility Guidelines (WCAG), and that persons with disabilities may use it. This involves employing assistive technology, such as screen readers and keyboard-only navigation, to evaluate the system's functionality, usability, and general performance.

The accessibility test includes some points such as:

• Check to see if the system complies with WCAG and ADA accessibility requirements.
• Test the system's functionality using assistive technology like screen readers and keyboard-only navigation
• Evaluating the usefulness of the system for those with disabilities.
• Evaluating how well the system generally works for those with disabilities.
• Confirming the availability of the system's instructions and documentation.
• Confirming the existence of alternative text for the system's visuals and videos.
• Examining the system's forms and inputs to ensure that the labels are accurate.
• Making sure the keyboard is compatible with the system's navigation.
• Checking to see if the system's color and contrast conform to accessibility guidelines.
• Confirming the accessibility of the system's error notices and messages.

It's crucial to extensively test the system's accessibility to make sure it complies with accessibility requirements and can accommodate the needs of those with disabilities. Doing so will make it easier to see any problems or obstacles and ensure that the system can accommodate all users' needs. The accessibility of the system may be tested more quickly and efficiently by using automated testing tools like axe and WAVE.

Apex code testing is a technique for checking the functionality of individual pieces of code, such as Apex classes and triggers. In Salesforce testing, Apex test classes are used for unit testing.

Apex test classes are collections of methods that execute test procedures. The test methods were created to examine a certain aspect of the Apex class under test. Apex test classes can be included in a deployment package when modifications are deployed to the production environment.

The ideal approach for developing an Apex test class is to test all potential scenarios, including positive and negative test cases, and to have a test method for each method in the class being tested. For instance, trying that a method appropriately accepts both valid and invalid input, such as null values or wrong data types.

You can use Salesforce's built-in test runner, accessed from the Developer Console, to execute Apex code testing. The test runner offers full information about the outcomes of the tests, including the number of tests run, the number of tests passed, and any failures, and it lets you run individual test methods or all the test methods in a class.

There are also other tools for managing and testing Apex Test Classes, such as the Apex Test Execution page and Apex Test Execution History. These tools enable the execution of test methods, the viewing test results, and the analysis of code coverage.

Furthermore, Salesforce provides a number of testing choices, such as "Asynchronous Testing" and "Testing Web Services," which can be tried to determine which option works best for the firm.

Data is retrieved from Salesforce using the query languages SOSL(Salesforce Object Query Language) and SOQL ( Salesforce Object Search Language). While SOSL is used to search for data across several objects, SOQL is used to obtain data from a single object.

Testing SOQL and SOSL query to make sure they are operating properly and producing the desired results is known as SOQL and SOSL testing. This can involve checking the syntax of the queries, running them through various filters and conditions, and ensuring that the queries return the right data.

Salesforce's Apex test classes can be used for SOQL and SOSL testing. For instance, you may create test methods that run SOQL and SOSL searches before confirming that the outcomes of the query line up with what was anticipated.

To test SOQL and SOSL queries, you can also utilize third-party tools like SOQL Tester. You can conduct searches with these tools' user-friendly interfaces and see the results.

It's crucial to test the queries in a controlled setting and under various settings, such as testing them with various filters and conditions as well as testing them with various types of data during Salesforce testing. This will make verifying that the queries are operating properly and producing the desired results easier.

In Salesforce testing, Sandbox testing is the practice of testing system modifications and changes in a different environment that is cut off from the production environment. Developers and administrators can use this to test and validate changes before deploying them to the production environment.

Sandbox testing is crucial since it ensures that the system is operating as intended and that any modifications do not impact the production environment. Additionally, it offers a secure setting for experimenting with new additions and modifications as well as training users on new capabilities.

There are various kinds of Sandboxes accessible in Salesforce testing, including full Sandboxes, partial copy Sandboxes, and developer Sandboxes. These many Sandboxes serve various functions and follow various data refresh cycles. For instance, a developer Sandbox is designed for one developer to test and debug their code, but a full Sandbox is an exact reproduction of the production environment.

It is essential to test all aspects of the system, including data, customizations, and integrations, in a Sandbox environment that is as comparable to the production environment as possible. This will make it easier to verify that adjustments are being made as intended and that the system is dependable and easy to use.

Salesforce release Testing is the process of testing a new version of the Salesforce platform before making it available to end users. The purpose of release testing is to confirm that the new version contains no new issues or breaks any existing features and is compatible with current modifications and integrations.

Salesforce releases are classified into three types:

• Major releases
• Minor releases
• Patch releases

Major releases add new features and make significant changes to the platform, whilst minor, and patch releases add minor upgrades and bug fixes.

To do release testing, a dedicated testing team should be in place, along with a detailed test strategy. A list of test cases that must be conducted and the expected results should be included in the test plan. The test cases should be written in such a way that they cover all aspects of the new release, such as new features, customizations, and integrations.

Automated testing tools can accelerate testing while ensuring that test cases are completed consistently and accurately. It is also critical to test the release in a controlled environment as near the production environment as possible.

It is necessary to test the release before making it available to end users and to address any issues discovered during the testing process. This will assist in guaranteeing that the new release is stable and does not bring new issues or break current features.

Salesforce data migration testing involves the process of migrating data from one system to another or from one version of Salesforce to another. Data migration testing ensures that data is correctly migrated, that it is consistent and accurate, and that it is accessible and useable in the new system.

Data migration testing can be accomplished in a variety of ways, including

• Testing data migration between various systems, testing data transfer between different versions of Salesforce.
• Testing data migration between different contexts, such as development to production.

It is important to have a clear test plan in place before performing data migration testing. A list of test cases that must be conducted and the expected results should be included in the test plan. The test cases should be written in such a way that they cover all aspects of the data migration, such as data accuracy, consistency, and accessibility.

It is also critical to test the data migration in a controlled environment as near the production environment as possible. This will aid in ensuring that the data migration is accurate and that any problems are addressed early in the process.

Salesforce data backup and restoration testing is the practice of testing backup and restore methods for data stored in Salesforce. This testing aims to guarantee that data can be correctly backed up and restored and that the procedure is dependable and efficient.

It is critical to have a clear test plan in place before doing data backup and restore testing. The test cases should be written to simulate various scenarios, such as backing up and restoring specific data sets and evaluating the restore process with various types of backups (full, incremental, and differential).

Furthermore, it is critical to ensure that backups are stored in a secure and trustworthy location and that they can be restored during a disaster. This includes putting the disaster recovery plan and recovery process to the test to guarantee that data can be restored in the event of a disaster.

Rollback testing in Salesforce determines the system's capacity to retract changes or undo earlier operations. This involves verifying the ability to rollback data, configuration, or code changes. Rollback testing aims to guarantee that if necessary, the system can be restored to its previous state and that any faults can be fixed promptly and efficiently.

A complete test plan is required to execute Rollback testing. The test plan should include a list of test cases that must be conducted as well as the expected results. The test cases should be built to evaluate various scenarios, such as rolling back data changes, configuration changes, or code changes, and testing the rollback process in various contexts, such as production, development, and staging.

Rollback testing is a crucial aspect of the Salesforce development process because it ensures that the system can be restored to a previous state if necessary and that any faults can be fixed promptly and efficiently. It also gives the organization confidence that the system can be readily rolled back to a stable state if any serious difficulties arise.

Error handling testing in Salesforce refers to discovering and correcting system issues by testing various scenarios and user inputs.

This can include testing for data validity, ser permissions, and system integrations to ensure that the system is working properly and that users can complete their jobs without issues. Salesforce provides developers with tools like Apex Test Classes and Test Coverage to assist them in testing and debugging their code, as well as a variety of error messages and troubleshooting resources for users.

In Salesforce, user permission testing refers to the practice of testing how the system enforces user access rights and permissions. This is necessary to ensure that users can only access and execute actions on data and objects they are authorized and that they cannot access or perform actions on data and things, they are not authorized.

This is accomplished by creating test users with varying permission sets and roles, and then simulating various scenarios to see whether the system is correctly enforcing the user access rights. This includes testing for record-level, object-level, and field-level access.

Salesforce provides tools for managing and testing user rights, such as the Permission Set and Profile objects and the System. To verify user permissions in Apex code, use the runAs() method.

Role hierarchy testing in Salesforce is important in ensuring that data security and access control are working properly inside the organization. A role hierarchy is a method of grouping users based on their job function or position within the firm, and it is used to establish each user's level of access to the data within the system.

Users at the top of the job hierarchy, such as executives or managers, have full access to the system's data, whereas users at the bottom of the hierarchy, such as entry-level employees, have access to only a subset of the data.

Salesforce includes tools such as the Role object for managing and testing the role hierarchy and the Apex UserInfo.getUserRoleId() method for retrieving the current user's role.

Furthermore, Salesforce provides a tool called Sharing Rules that allows you to share a record with a specific group of users or roles. It is also critical to test these sharing rules to ensure that data is shared in accordance with the established rules.

Customizable forecast testing in Salesforce testing refers to the process of testing Salesforce's forecasting feature, which allows users to create and manage sales forecasts. Salesforce's forecasting feature is customizable, so users can set it up and configure it to meet their specific needs and requirements.

Salesforce provides tools for managing and testing the forecasting capability, such as the Forecasts tab, the Forecast Hierarchy, and the Forecast Quotas objects. Furthermore, Salesforce provides a number of forecasting methodologies, including "Rolling Forecast" and "Opportunity Splits," that may be tried to see which strategy works best for the firm.

It is also essential to assess the forecasting feature's integration with other Salesforce capabilities, such as reports, dashboards, and other objects. This can guarantee that forecasts are accurately displayed in the system and that users can access and comprehend forecasts as needed.

Salesforce lead conversion testing is the process of testing how the system manages the conversion of leads into accounts, contacts, and opportunities. This procedure is critical for firms that use Salesforce to manage their sales pipeline because it guarantees that leads are correctly turned into customers and that all relevant information is gathered and tracked in the system.

Salesforce includes tools for managing and testing the lead conversion process, such as the lead conversion wizard and lead conversion triggers. Furthermore, Salesforce provides a number of lead conversion alternatives, such as "Convert and Edit" and "Convert and Close," which can be tried to see which option works best for the organization.

Salesforce data export and import testing refer to the process of testing data export and import from and into the Salesforce system. This is critical for companies who use Salesforce to handle their client data because it guarantees that data is correctly transported in and out of the system and that the relevant data is gathered and tracked in the system.

Salesforce testing includes tools such as the Data Import Wizard, Data Export, and the Apex Data Loader for managing and testing the data export and import process. Furthermore, Salesforce has a number of data export and import options, such as "Standard and Custom Objects" and "Reports and Dashboards," which can be tried to determine which solution is ideal for the organization.

Testing data export and import in Salesforce entails creating test data and recreating different scenarios to see if the system handles the data export and import process appropriately. This may include testing for diverse data kinds, file formats, and data quantities.

27. Test Data Management

In Salesforce testing, test data may be managed by defining test sets specific to the test cases being executed. This can include developing test data for various situations, user kinds, and data quantities. The test data should be relevant to the test cases and represent the production data.

It is also critical to evaluate and update test data frequently to ensure that it remains relevant and correct. This is accomplished by comparing the test data to the production data and making any necessary changes. Furthermore, during test data management, it is critical to address data security and privacy to guarantee that sensitive data is not exposed to unauthorized parties.

28. Test Data Isolation

In Salesforce testing, test data isolation refers to separating test data from production data so that tests can run without disrupting the production environment or data. This is critical for ensuring that test cases can be run in a controlled environment and that test results are trustworthy and relevant.

In Salesforce, there are numerous methods for achieving test data isolation. Some of those are:

• Test in a different Salesforce organization or Sandbox. This ensures that tests may be done without influencing the production environment or data by completely separating test data from production data.
• Employ data masking or data obfuscation techniques to hide sensitive data in test data from unauthorized parties.
• Employ test data isolation frameworks, such as custom object isolation or test data isolation plugins that can be used to isolate test data in a specific test context.

29. Test Data Rollback

In Salesforce testing, test data rollback refers to the act of returning test data to its original state after testing is completed. This is necessary to ensure that test cases may be run several times with the same data set and that the test data does not impact the production environment or data.

• Test in a different Salesforce organization or Sandbox and then update it after the testing is finished. This ensures that test data is completely separated from production data and that tests can be run several times with the same data set.
• Utilize data backup and restore tools to backup the test data before to testing and then restore it when the testing is over.
• Employ test data rollbacks frameworks, such as Apex classes or plugins, to restore the test data to its original state after testing.

In Salesforce testing, testing validation rules refer to the practice of testing the validation rules that are used to guarantee that the data entered into the system is correct and complete. Before saving data, these validation rules ensure that the data entered into fields on a record fulfills specified criteria. This is necessary to ensure that the data in the system is correct and that the system is running properly.

This could include testing for various input values, user activities, and system conditions. It may also involve testing the integration of validation rules with other Salesforce features, including reports, dashboards, and other objects, to ensure that the validation rules are functioning properly.

In Salesforce testing, the process of testing apex triggers used to automate the Salesforce system's action is called Salesforce trigger testing. Salesforce triggers are an effective feature that can help to improve data integrity, ensure data consistency throughout the system, and streamline business processes.

Salesforce triggers can be tested by creating test data and simulating various scenarios to see if the triggers are working as intended. This may involve testing for various input values, user behaviors, and system states. To ensure the triggers are operating properly and not producing any unexpected results, it may also involve testing their integration with other Salesforce features like reports, dashboards, and other objects.

Evaluating the workflow actions and rules used to automate specific Salesforce system functions, such as email notifications, field updates, and task assignments, is known as testing workflows in Salesforce. Workflows are a potent feature of Salesforce that can be used to improve business processes, data integrity, and system-wide data consistency.

Workflows in Salesforce can be managed and tested using tools like the Workflow Rules, the Approval Processes, and the Flow Builder. In order to verify that Salesforce workflows are operating properly, test data must be created and various scenarios must be simulated. This may involve testing for various input values, user behaviors, and system states.

Testing the email services used to send automated emails from Salesforce, such as email alerts, notifications, and confirmations is referred to as testing email services in Salesforce. Salesforce's email services are a potent feature that can help to improve communication with clients and other stakeholders while streamlining company processes.

Tools like the Email Services, the Apex Email Service, and the Single Email Message are available to manage and test email services for Salesforce testing.

• Test Automation: To cut down on the time and effort needed to test a system, test the automation of test cases.
• Test Management: It involves managing test cases, which includes the capacity to add, edit, and remove test cases as necessary.
• Test Case Execution: Check the efficiency of test cases and the capacity to monitor their outcomes.
• Test Reporting: Examine your capacity to produce reports on test coverage and results.
• Test Metrics: Assess your capacity to monitor test metrics, including test execution time and coverage.
• Environments for Testing: Check whether the system can be tested in various settings, including development, staging, and production.
• Test Deploy: Test the system's deployment to ensure it functions properly in the manufacturing process.

35. Testing Custom Settings

Testing custom settings in Salesforce is the act of verifying the custom settings, such as application configurations, user preferences, or business logic, that are used to store custom data in Salesforce. By enabling administrators to store and hierarchically manage custom data, custom settings are a potent feature in Salesforce that can assist in improving the flexibility and scalability of the system.

36. Testing Custom Labels

In Salesforce testing, the practice of testing the custom labels that are used to hold custom text, such as application messages, error messages, or field labels, is referred to as custom label testing. Salesforce's strong custom label functionality enables administrators to store and manage custom text in a centralized manner, which helps enhance the system's internationalization and scalability.

37. Testing Custom Objects

Testing custom objects in Salesforce is the process of testing the custom objects that are used to store unique data, such as application data, user data, or business data. By enabling administrators to store and manage custom data in a structured manner, custom objects are a potent feature in Salesforce that can assist in increasing the flexibility and scalability of the system.

38. Testing Custom Permission

The process of evaluating the custom permissions that are used to restrict access to particular data or functionality in Salesforce is known as testing custom permissions. Custom profiles, managing user access, and protecting sensitive data can all be done with the help of custom permissions.

39. Testing Custom Tabs

Testing custom tabs that are used to offer access to unique objects, Visualforce pages, and other unique components is known as testing custom tabs in Salesforce. The use of custom tabs makes it simple for users to navigate and comprehend the organization of custom data and functionality.

40. Testing Custom Buttons and Links

In Salesforce, the process of testing the unique buttons and links used to carry out certain activities or unique access sites is called custom button and link testing. Automating routine actions, such as making records, running reports, or sending emails, can be done with the help of custom buttons and links.

41. Testing Custom Metadata

The process of testing custom metadata that is used to store custom values about Salesforce applications, such as configuration settings, validation rules, or custom labels, is referred to as testing custom metadata in Salesforce.

Testing the Lightning components used to create custom user interfaces and interactions in the Salesforce system is referred to as testing Lightning components in Salesforce. The Salesforce Lightning platform's sophisticated Lightning components can be used to build unique pages, forms, and other user interface components that can be quickly incorporated into the Salesforce platform.

In order to verify that the Lightning components in Salesforce are functioning properly, test data must be generated, and various scenarios must be simulated. It includes:

• Testing for various input values, user behaviors, and system conditions. In order to make sure that the components are functioning properly and are not producing any unexpected outcomes.
• Testing Lightning components' integration with other Salesforce features like reports, dashboards, and other objects.
• To ensure that test cases are conducted with accurate and pertinent data and that the results of the tests are trustworthy and useful, it is crucial to take test data management, isolation, and rollback into consideration when testing Lightning components.

To manage and test Lightning components in Salesforce, Salesforce offers tools, including the Lightning App Builder, the Lightning Component Library, and the Lightning Component Test Framework.

The method of evaluating the Visualforce pages used to build unique user interfaces and interactions in the Salesforce system is called testing Visualforce pages. Developers can design unique pages and other Salesforce system-integrable components using the Visualforce framework.

Testing Visualforce pages in Salesforce testing involves:

• Test data must be generated, and various situations must be simulated to see if the pages are functioning properly.
• Testing for various input values, user behaviors, and system conditions.
• Test the integration of Visualforce pages with other Salesforce features like reports, dashboards, and other objects to make sure everything is operating as it should and that no unexpected effects are being produced.

To manage and test Visualforce pages in Salesforce, tools including the Visualforce Developer Console, Apex Code, and Visualforce Page Test Framework are available.

You already realized that managing Salesforce testing requires a lot of effort. However, you can use LambdaTest cloud based software testing platform that helps you test Salesforce web applications on 3000+ browsers, OS, and devices, including mobile devices. LambdaTest has various features such as:

• Debugging of Salesforce testing with the help of various logs such as command logs, network logs, and video recordings.
• Executing your Salesforce test 70% faster with HyperExecute, the fastest end to end test orchestration cloud from LambdaTest.
• Execute Salesforce tests in parallel on multiple configurations to cut execution time by multiple folds.
• Easily integrate with your CI/CD pipelines.
• Apart from Salesforce testing, LambdaTest supports all major browser testing frameworks such as Selenium, Playwright, Cypress, etc.

Salesforce testing is an essential step during the development and deployment of Salesforce applications. It helps you to ensure that your application meets business requirements, is free from bugs, and functions as expected. It also gives you quality assurance and helps you to ensure that it meets the end users' requirements, making it more likely to adopt them fastly.

This article discusses all major test cases required to address during Salesforce testing. Test cases are important because it helps the system to work as intended and maintain a system for long periods, which improves the overall user experience and makes it easier for testers and developers to handle the webpage.