Salesforce Implementation: 10 Steps To Make It Successful

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Salesforce is arguably the most popular CRM (Customer Relationship Management) solutions provider in the current market. It has a range of cloud-based products/services comprising of Sales Cloud, Service Cloud, Marketing Cloud, Analytics Cloud, Community Cloud, etc. These services are highly customizable according to a particular business and hence gives organizations great flexibility while implementation. Using QA Salesforce Manual is the best way to learn and train self about the product implementation.

The major reason for its popularity attributed to its ease of implementation, flexibility, and scalability. Its platform is highly appreciated by the organizations as it brings together all the stakeholders and all the different aspects of the business together. But there are still challenges which can be encountered while implementing and integrating Salesforce into the dynamics of an organization’s ecosystem.

The initial and fundamental step in implementing Salesforce is defining the business objective and understanding the root-level implementation of the CRM solution. This is done by taking all the concerned stakeholders into consideration.

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Tips to Enhance Testing for Salesforce Implementation

Salesforce testing involves a lot of different types of testing techniques like Unit Testing, Integration Testing, Automated Testing, Manual Testing, Deployment Testing, Security Testing, etc. It also depends upon the implementation partner of the organization to take care of special testing like Sandbox Testing and Production Testing.

It is important to acknowledge that the type of testing that has to be done also depends on the organization and its needs. Aspects of functionality, security, performance, scalability and deployment are carefully looked after.

Here are some of the things we think should be looked after while performing the testing:

  • Understanding the proper business objective of the organization

This step is involved in this list because it is important to know what has to be implemented and the needs of the organization. Improper implementation will lead to inefficiency in the execution of various processes once the implementation and integration are done. A rational strategy can be devised if exact objectives and requirements are known.

  • Keep an eye on the latest features of the platform

Salesforce keeps on releasing major updates to its product/service line to add or modify various tools and options. While implementing the Salesforce ecosystem in the organization, these updates should be explored wisely and checked if it aligns with the objectives and motives of the organization. It should be taken care of that all the functionalities which are added to the ecosystem add some value or the other to the organization.

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  • Focus on User Perspective

This is an important point in testing since testing can vary dramatically depending on the perspective chosen to do so. A user-oriented testing assures the organization of best performance in the real-world scenario. Also, this leads to maximum test coverage and hence improves the overall code quality.

  • Make a record of the tests performed

Making a record of the performed tests and its results is one of the important steps which makes sure that if there are issues in future, Salesforce and business administrators can review them to solve the same.

  • Emphasize on UAT

UAT or User Acceptance Testing is one of the crucial steps of testing as it can result in detection of many minute defects and issues which can ultimately cause problems in the future. User testing is usually very thorough and a successful testing can be perceived as a final go for the project.

  • Don’t skip the test drive on Salesforce Platform

There is the provision of a pre-release trial of the entire application. This should be opted so that the organization can test its application before it goes into production. It can also be used to try new features available on the platform. It should be kept in mind that this trial is done in a test environment because of which the data is not the actual production data of the organization. Nevertheless, it can give a very good idea about the performance of the application.

  • Keep the test data isolated

Since the tests will run on the various sandbox and production environments, they should have their own data. Ideally, a large data-set should be created to enhance the testing and to check the minute end cases of the project. This step will surely make things easy for better testing.

  • Making Salesforce Adoption Easy:

It can be exciting when the organization adopts new technology. However, it is important to know what, how much and why you want to integrate? Many organizations want to refine their old process with a new one and so before implementing the Salesforce, proper testing is essential. Implementing Salesforce easy way also means automating as much as possible. Also, the user needs a proper trainer to adopt this change effectively.

  • Taking Advantage of In-Built Salesforce Feature:

Salesforce comes with some inbuilt features which can be helpful to boost the user adoption. For instance, the Record Types allows you to control the access of the user in the different field. The feature offers highly focused record with the data in the proper time.

  • Test Case in Controllers and Classes:

One of the standard practices in Salesforce development is creating separate controller and classes of test cases. This helps the tester in creating organized, portable and reusable files. Furthermore, it helps to achieve portability if test code is included in the original controller and class code.

Conclusion:

If you are planning to implement Salesforce product in your organization, Salesforce manual is the best tool that can help in guiding and training. Offer your employees a Salesforce implementing and using training to create an expert team for smooth business conduct.

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