Release Salesforce customizations with confidence: A guide to improving quality in complex environments
For many enterprises, Salesforce is a central pillar of their operating model and a cornerstone of their digital transformation efforts.
Of the many apps in your complex systems landscape, Salesforce is unique. The low-code platform is highly customizable, so much so that its trademark flexibility presents both an advantage and a challenge. Salesforce is so accessible to non-technical users that organizations can mold their Salesforce instance to fit their unique needs to an unparalleled degree. However, without the right processes and guardrails in place, Salesforce can run amok with complexity, sprawl, and risk. Testing can be the first line of defense to ensuring your customizations are bug-free and don’t break vital business processes – minimizing the risks of lost revenue or a damaged reputation. But many companies don’t realize they need to test their Salesforce instance, much less where they should start.
Our first bit of advice: Know that testing Salesforce is not like testing any other app. You must have a strategy in place that accounts for the platform’s distinct challenges.
Read below to learn about some of the obstacles you may face as you begin to develop your Salesforce quality strategy, as well as practical advice for overcoming them.