Slaesforce FAQ

how to create a test plan salesforce

by Prof. Rory Wiza Jr. Published 2 years ago Updated 2 years ago
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Approach.

  • Overall approach to testing.
  • For each major group of features of combinations of featres, specify the approach.
  • Specify major activities, techniques, and tools which are to be used to test the groups.
  • Specify a minimum degree of comprehensiveness required.
  • Identify which techniques will be used to judge comprehensiveness.
  • Specify any additional completion criteria.
  • Specify techniques which are to be used to trace requirements.
  • Identify significant constraints on testing, such as test-item availability, testing-resource availability, and deadline.

Full Answer

What is a Salesforce test plan?

It is a record of the test planning process. If you need to create a Test Plan for your Salesforce Testing phase then it would be good practice (you are ensuring quality after all!) to follow the IEEE Standard for Software Documentation. This is a standard that will assist in determining what should be included within your Salesforce Test Plan:

How do I submit a test request in Salesforce?

To submit the request, navigate to Salesforce Help and select Contact Support > Create a Case > Product & Technical Support > Product (Service) > Topic (Network Infrastructure and Core Maintenance) > Fill Out Case and Submit. Multiple tests are required for proposed tests that run for more than 30 days.

What is product testing in Salesforce?

Product testing in salesforce allows you to test whether config and code have been correctly deployed from sandbox to production environment or not If there is time left before the final project launching, then the client should run through UAT scripts again post-deployment

What are the levels of testing in Salesforce?

Levels of Testing in Salesforce 1 Unit testing process is conducted by Apex developers. ... 2 It helps you to evaluates how many records of data are effected, so that the code would successfully run on in that environment. 3 To deploy Apex code into a Production environment your code coverage ratio should be minimum 78%

What is ISTQB test plan?

What are the environmental needs of a test?

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How do you create a Test Plan?

Creating a Test Plan involves the following steps:Product Analysis.Designing Test Strategy.Defining Objectives.Establish Test Criteria.Planning Resource Allocation.Planning Setup of Test Environment.Determine test schedule and estimation.Establish Test Deliverables.

How do I create a test case in Salesforce?

Important considerations:Use the @isTest annotation.The test class starts its execution from the "testMethod".Cover as many lines as possible.At least 75% of your Apex code must be covered by unit tests, and all of those tests must complete successfully.Use System. ... Set up test data:More items...•

How do I manually write a test case in Salesforce?

9:4540:24Writing Test Classes in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipAs we discussed in the last one. Last point of our why unit tests are needed you will not be able toMoreAs we discussed in the last one. Last point of our why unit tests are needed you will not be able to deploy with epic sugar that means your epics trigger requires at least 1% of code coverage.

How do you perform a test in Salesforce?

To schedule your performance test, you can follow the steps below.Log in to your Salesforce account.Navigate to the Help portal.Select Network and Performance > Notify Salesforce of an upcoming activity.Click on Schedule a Performance Test.

How do I write a test script in Salesforce?

Use the isTest class annotation to define classes that only contain code used for testing your application....When you create a test method,Use static.Use testMethod keyword.Use void return type.No any arguments.No data changes performed in a test method.Don't send emails.

Is Salesforce testing easy?

Salesforce Testing challenges Salesforce testing is not an easy process. There are many challenges that were faced during the process by the tester. Some of them are: It's not an easy task to test advanced features like Visualforce, Salesforce or Service Cloud Console.

What is test setup in Salesforce?

A TestSetup method is the first method that is executed in an Apex test class, any records created in the TestSetup method are available to all methods in the same Apex Test class.

How many types of testing are there in Salesforce?

There are two main types of testing for Salesforce: Salesforce Functional Testing and Salesforce UAT Testing.

Does Salesforce testing require coding?

Testing in Salesforce is calculated in terms of % of code coverage i.e. your test class should cover your code and minimum 75% of test coverage is required.

What is Salesforce manual testing?

Manual Testing The manual software testing procedure comprises standard techniques for evaluating the Salesforce.com App. Manual testing can be performed by the QA team to do functional testing, happy path testing, integration testing, regression testing, and system testing.

What is Salesforce UAT?

User Acceptance Testing (UAT) is process of verifying that a solution works for the user. The solution, in this case, is Salesforce and the processes we've built together as a function of your project. UAT is where your users get into the tools and make sure they meet your needs. Stages.

How do you create a test case in software testing?

However, every test case can be broken down into 8 basic steps.Step 1: Test Case ID. ... Step 2: Test Description. ... Step 3: Assumptions and Pre-Conditions. ... Step 4: Test Data. ... Step 5: Steps to be Executed. ... Step 6: Expected Result. ... Step 7: Actual Result and Post-Conditions. ... Step 8: Pass/Fail.

What is ISTQB test plan?

The ISTQB definition of the Test Plan is a document describing the scope, approach, resources and schedule of intended test activities. It also identifies amongst others test items, the features to be tested, the testing tasks, who will do each task, degree of tester independence, the test environment, the test design techniques and entry and exit criteria to be used, and the rationale for their choice, and any risks requiring contingency planning. It is a record of the test planning process.

What are the environmental needs of a test?

Environmental Needs. Specify necessary and desired properties of the test environment: physical characteristics of the facilities including hardware, communications and system software, the mode of usage (i.e., stand-alone), and any other software or supplies needed. Specify the level of security required.

What is Testing in Salesforce?

Salesforce testing is what you would expect for any enterprise application, plus dealing with 3 major releases per year, plus the occasional patch from Salesforce.

How Test Automation Can Help

Test automation won’t guarantee good outcomes, however, it is an essential part of any overall quality test plan. If you keep in mind some obvious but occasionally overlooked truths, you can avoid early pitfalls.

Test Automation Benefits

If you’re able to make the shift from no testing or manual test execution to test automation, the benefits can be huge. Some are obvious – you’ll remove testing as a release blocker and release quality and business outcomes will improve. Some are more subtle but equally important. Here are a few highlights:

Different Testing Solutions: What are my options?

Testing options native to Salesforce are focused on the developer, mostly on unit testing. Salesforce includes tools in the Developer Console to create and manage tests, test classes, methods for creating and storing data, code coverage and more.

Top Tips for Test Automation

When organizations embark on a test automation journey, there is a natural inclination to ‘automate everything, go for 100% coverage, find and fix more bugs’. It sounds good and appears to promise quality software and great outcomes – or at the very least, move the organization in the right direction.

Summary

Testing and test automation are key to improving the quality of your Salesforce releases. Starting small, paying attention to the specifics of your business, test effort/risk ratios, existing tooling and people, are all part of the essential elements of success. Context is king.

What is SalesForce Testing?

A great thing about Salesforce is that many of the out of box features can be customized to suite a company’s need.

What is the challenge of testing salesforce?

The challenge is to ensure that a tester is checking the code which has been customized in place of testing built-in salesforce functionality.

Why are Salesforce clients nervous?

Clients are always nervous about Salesforce testing because they many not know how to conduct it properly. As a result, they have a myth which is very much distinct from reality.

What is SFDC in sales?

SFDC (Sales Force Dot Com) has many standard features which help you to manage the relationship with prospects and customers. It also allows you to engage and collaborate with employees and business partner to store their data securely in the cloud.

What is the code coverage ratio for Apex?

To deploy Apex code into a Production environment your code coverage ratio should be minimum 78%

What is manual testing?

Manual software testing process includes the testing of Salesforce.com App by using traditional methods. QA team can use manual testing can be used to execute functional testing, happy path testing, integration testing, regression testing, and system testing.

Why are testers needed?

Testers are also needed to work on the application and gain the understanding of its functionality to create functional map

Step 0: Identify your use cases and test plan

Let’s start with an example. This application provides an overview of accounts for sales agents, and further details are posted in the Related tab. The Accounts detail page for the Agent user profile is one use case.

Step 1: Identify the objects

After use cases are defined for performance testing, identify the components of each use case and the objects associated with each component. Create a table to show the relationships between these entities. In our example, we highlighted in yellow the list of objects that must be populated for each use case.

Step 2: Classify the objects

Depending on usage, we can classify the objects into two broad categories:

Step 3: Identify the fields

The next step is to identify fields for your selected objects. It’s important to have a mix of different data types to mimic production behavior and match the structure of Salesforce back-end schema and tables. For more details, read this blog section.

Step 4: Choose field values to be populated

Field values are determined by category, data type, and the production data mix for each relevant use case. First, assign a category for each field value, such as Unique, Random, or Duplicate. For example:

Step 6: Estimate the data volume needed for testing

After we identify the throughput requirement for our test and the skew relationships between our objects, we can estimate the required data volume based on those two parameters.

Give it a go

And there you have it! In this post, we outlined a few simple steps that a performance engineer or admin (like you!) can take to prepare and design test data for the Salesforce Platform. To generate the data based on this process, use test data generation tools like Snowfakery. More details on Snowfakery can be found here.

How to create a test plan?

Remember, your company should come up with its own set of guidelines and procedures while conducting test procedures. Now sit back and that a breath of relief. Get started on your testing work!

What is the most important task in creating a test plan?

Designing test strategy. This is the most important task while creating the test plan. The test strategy document is a high-level document which is usually developed by the test manager. The document covers the systems testing objectives and the roadmap to achieve them by determining testing cost and efforts.

What is a test environment?

The test environment is a real-time instance that includes the user and the physical environment which includes servers and front-end interface.

What is planning resource?

Planning Resources. As the name suggests, planning resources are the task of having a detailed summary of all the resources required to execute the project. Resources can include anything from people, hardware and software resources, or any other materials to be used.

What are test criteria?

The test criteria are a rule or a standard on which the test procedure is based. 2 types of test criteria need to be resolved: 1. Suspension Criteria: Here you specify the critical suspension criteria for a test. When the suspension criteria are met, the active test cycle is suspended. 2.

What is the goal of testing?

The main goal of testing is to find as many software bugs as possible, to ensure that the software is free from all the bugs. To interpret and document test objective, you will need to follow 2 steps; 1.

What is a test plan?

The test plan is a blueprint which specifies the software testing activities as a defined process which is monitored from time to time and controlled by the test managers. A test plan is written by a test member who understands the functionality and working of the system well, and each test case is submitted for review by seniors.

What is a test plan?

A Test Plan is a detailed document that describes the test strategy, objectives, schedule, estimation, deliverables, and resources required to perform testing for a software product. Test Plan helps us determine the effort needed to validate the quality of the application under test. The test plan serves as a blueprint to conduct software testing ...

What is a test strategy?

Test Strategy is a critical step in making a Test Plan in Software Testing. A Test Strategy document, is a high-level document, which is usually developed by Test Manager. This document defines: The project’s testing objectives and the means to achieve them. Determines testing effort and costs.

What is testing type?

A Testing Type is a standard test procedure that gives an expected test outcome. Each testing type is formulated to identify a specific type of product bugs. But, all Testing Types are aimed at achieving one common goal “ Early detection of all the defects before releasing the product to the customer”.

What is the objective of testing?

Test Objective is the overall goal and achievement of the test execution. The objective of the testing is finding as many software defects as possible; ensure that the software under test is bug free before release.

What do you need to explain to a test manager?

As a Test Manager, you must explain them the importance of Test Plan rather than force the team to do what you want . Correct. As a Test Manager, you must explain them the importance of Test Plan rather than force the team to do what you want .

What is scope in testing?

The components of the system to be tested (hardware, software, middleware, etc.) are defined as " in scope ". The components of the system that will not be tested also need to be clearly defined as being " out of scope .". Defining the scope of your testing project is very important for all stakeholders.

Why is resource planning important in testing?

Resource could be human, equipment and materials needed to complete a project. The resource planning is important factor of the test planning because helps in determining the number of resources (employee, equipment…) to be used for the project.

What is ISTQB test plan?

The ISTQB definition of the Test Plan is a document describing the scope, approach, resources and schedule of intended test activities. It also identifies amongst others test items, the features to be tested, the testing tasks, who will do each task, degree of tester independence, the test environment, the test design techniques and entry and exit criteria to be used, and the rationale for their choice, and any risks requiring contingency planning. It is a record of the test planning process.

What are the environmental needs of a test?

Environmental Needs. Specify necessary and desired properties of the test environment: physical characteristics of the facilities including hardware, communications and system software, the mode of usage (i.e., stand-alone), and any other software or supplies needed. Specify the level of security required.

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Test Plan Identifier

  1. A unique identifier
  2. Introduction
  3. Summary of the items and features to be tested
  4. Need for and history of each item (optional)
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Test Items

  1. Test items and their version
  2. Characteristics of their transmittal media
  3. References to related documents such as requirements specification, design specification, users guide, operations guide, installation guide
  4. References to bug reports related to test items
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Features to Be Tested

  1. All software features and combinations of features to be tested
  2. References to test-design specifications associated with each feature and combination of features
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Features Not to Be Tested

  1. All features and significant combinations of features which will not be tested
  2. The reasons these features won’t be tested
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Approach

  1. Overall approach to testing
  2. For each major group of features of combinations of featres, specify the approach
  3. Specify major activities, techniques, and tools which are to be used to test the groups
  4. Specify a minimum degree of comprehensiveness required
See more on qaforce.co.uk

Item Pass/Fail Criteria

  1. Specify the criteria to be used to determine whether each test item has passed or failed testing
  2. Suspension Criteria and Resumption Requirements
  3. Specify criteria to be used to suspend the testing activity
  4. Specify testing activities which must be redone when testing is resumed
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Test Deliverables

  1. Identify the deliverable documents: test plan, test design specifications, test case specifications, test procedure specifications, test item transmittal reports, test logs, test incident reports,...
  2. Identify test input and output data
  3. Identify test tools (optional)
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Testing Tasks

  1. Identify tasks necessary to prepare for and perform testing
  2. Identify all task interdependencies
  3. Identify any special skills required
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Environmental Needs

  1. Specify necessary and desired properties of the test environment: physical characteristics of the facilities including hardware, communications and system software, the mode of usage (i.e., stand-a...
  2. Specify the level of security required
  3. Identify special test tools neededIdentify any other testing needs
  1. Specify necessary and desired properties of the test environment: physical characteristics of the facilities including hardware, communications and system software, the mode of usage (i.e., stand-a...
  2. Specify the level of security required
  3. Identify special test tools neededIdentify any other testing needs
  4. Identify the source for all needs which are not currently available

Responsibilities

  1. Identify groups responsible for managing, designing, preparing, executing, witnessing, checking and resolving
  2. Identify groups responsible for providing the test items identified in the test plan.
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