Salesforce Industries Testing: Building a Robust Test Approach

Introduction

Testing plays a pivotal role in the success of Salesforce Industries (formerly Vlocity) implementations, ensuring that industry-specific cloud and mobile solutions meet business requirements seamlessly. In this article, we will delve into best practices for Salesforce Industries testing, categorized into five key phases: Preparation, Being Ready, Execution, Monitoring, and Report/Audit.


Prep

1. Define Use Case Scenarios:

Identify and document specific use cases with clear expected outcomes, providing a focused and targeted testing effort.

2. Define Data Requirements:

Establish accurate and relevant data needs for comprehensive testing, covering various scenarios and permutations.

3. Align KPI/Metrics:

Set key performance indicators (KPIs) and metrics aligning with business objectives for a measurable testing framework.

4. Define Duration:

Set realistic timelines considering use case complexity, data volume, and overall implementation scope.

5. Define Frequency:

Determine testing cycle frequency based on development pace to catch issues early and reduce future fixes.

6. Define Re-test Strategy:

Develop a clear strategy for re-testing, focusing on modified functionalities and potential impacts on existing features.


Be Ready

1. Create Test Workflow:

Design a comprehensive test workflow with clear steps, expected outcomes, and pass/fail criteria for structured testing.

2. Load Desired Data:

Populate the test environment with necessary data to simulate real-world scenarios and validate Salesforce Industries solution behavior.

3. Assign Tasks:

Define and assign responsibilities to team members for efficient collaboration and comprehensive test coverage.


Execution

1. Schedule:

Establish a testing schedule aligned with the project timeline, coordinating with development teams for a smooth testing process.

2. Test:

Execute predefined test scenarios systematically, document results, and collaborate with development teams to resolve issues promptly.


Monitoring

1. Capture Performance Metrics:

Implement tools to capture performance metrics, ensuring the Salesforce Industries solution meets required performance benchmarks.

2. Real-Time System Metrics:

Monitor real-time system metrics, including CPU and memory usage, to identify potential bottlenecks or resource issues.


Report and Audit

1. Dashboard with Real-Time Visualization:

Implement dashboards offering real-time visualization of testing progress, providing insights into overall system health.

2. Opportunity Identification:

Utilize reporting tools to identify opportunities for improvement, ensuring continuous refinement of the Salesforce Industries solution.


Conclusion

By incorporating monitoring and reporting into the Salesforce Industries testing process, organizations can elevate their testing approach to new heights. Capturing performance metrics, monitoring system health in real-time, and utilizing visualization tools for reporting and audit purposes ensure that Vlocity implementations not only meet immediate business requirements but also provide a foundation for ongoing optimization and innovation.