How to Perform Salesforce Testing with Tricentis Tosca: A Detailed Guide

Salesforce is a leading customer relationship management (CRM) platform. It is an integral part of most organisations' management of their customer interactions, sales, and marketing campaigns. Therefore, it becomes essential for any organisation using Salesforce to implement best testing practices for seamless integration.

In this Salesforce automation testing tutorial, we will take a detailed look at the process of using Tricentis Tosca for Salesforce testing.

👉Tricentis Tosca Certification Training Course

Join FREE Webinar / Workshop : Register Now

👉Tosca and Test Automation Fundamentals

Why Use Tricentis Tosca for Salesforce Testing?

Tricentis Tosca, or simply Tosca, is a software testing suite offering various capabilities, such as requirement analysis, test-case designing, test automation, test data management, etc., to a variety of applications such as ORACLE, Salesforce, SAP, etc. Here are some of the benefits of using Tosca for Salesforce testing:

• Tosca Copilot: Leverage a generative AI-powered assistant to enhance testing efficiency.
• Vision AI: Utilise technology that 'sees' like a human for more intelligent visual testing.
• API Simulation: Test seamlessly, even with unavailable systems.
• Test Data Management: Create and manage stateful data with ease.
• Distributed Execution: Accelerate testing by running multiple tests parallelly
• API Scan: Create and execute codeless API tests with simplicity.

Setting Up Tricentis Tosca for Salesforce Testing

Before starting Salesforce testing with Tricentis Tosca, you must prepare your Tosca environment and integrate it with Salesforce with the following steps:

• Install Tricentis Tosca: Download the latest version from the official website and follow the installation wizard. Ensure you include the Salesforce Automation Engine module during setup.
• Access Salesforce: Log in with appropriate permissions and identify test scenarios like lead generation, data migration, or workflow automation.
• Connect Tosca with Salesforce: Launch Tosca, navigate to the Project Workspace, and use the Salesforce Automation Engine to authenticate and configure access.

Salesforce Testing Process Using Tricentis Tosca

Once you are set up with your Tosca environment, you can move forward with this Salesforce testing process guide for creating test modules in Tricentis Tosca.

Step 1: Create Modules

Tosca uses module-based implementation to build reusable representations of UI elements in Salesforce for testing.

• Launch Tosca and open the Scan Application option.
• Log in to Salesforce via the Tosca scanner.
• Navigate through the Salesforce interface to capture elements like input fields, buttons, and menus.
• Save these elements as modules in Tosca.

Step 2: Build Test Cases

• Navigate to the Test Case section in Tosca.
• Drag and drop modules into a test case to define the workflow.
• For example, to test lead creation, include modules for entering lead details, saving the lead, and verifying data.
• Use Conditions and Loops to handle dynamic workflows, such as handling conditional pop-ups.

Step 3: Parameterise Test Data

• 
  
• Link test cases to dynamic datasets.
• In the Test Data Service, define the data for each test case, like customer names, e-mail addresses, or phone numbers.
• Use Tosca’s data-driven testing capabilities to iterate test cases with different data sets.

Step 4: Execute Tests

• Add your test cases to an Execution List.
• Specify the environment (e.g., Salesforce Sandbox) for test execution.
• Run the tests and monitor their progress in real time.

Step 5: Analyse Results

• View detailed reports in Tosca after test execution.
• Identify failures and debug by analysing logs or revisiting the test steps.
• Generate reports for stakeholders to provide insights into Salesforce performance and issues.

Common Use Cases for Salesforce Testing

Testing for all aspects of a Salesforce environment is essential for a smooth user experience. Here are some of the most common cases of end-to-end testing for Salesforce:

• Validating User Interface Functionality: Ensure pages, buttons, and links are accessible, aligned, and responsive across devices and browsers.
• Ensuring Data Integrity: Verify accurate data input, storage, and retrieval while maintaining consistency across fields, objects, and systems.
• Testing Customisations: Confirm that new fields, workflows, and custom objects function correctly without disrupting system behaviour.
• Integration Validation: Check seamless communication and data exchange between Salesforce and external systems or third-party apps.
• Performance Assurance: Assess system scalability, response time, and capacity under varying loads to ensure a smooth user experience.

Best Practices for Salesforce Testing with Tosca

By leveraging the following Salesforce testing best practices, you can ensure performance, reliability, and stability of your Salesforce configuration:

• Leverage Test Automation: Automate repetitive tasks like login, form filling, or data entry to save time and resources.
• Use Sandboxes: Always test in Salesforce Sandbox development environments to avoid affecting production data.
• Maintain Modules: Regularly update Tricentis Tosca test automation modules to reflect changes in the Salesforce UI.
• Focus on Reusability: Design reusable test cases and data sets for scalability across multiple projects.

Tricentis Tosca is one of the best Salesforce functional testing tools for end-to-end testing in Salesforce. Tosca’s powerful automation and testing modules make it a top choice for organisations to enhance efficiency and reduce production errors. Whether validating simple Salesforce workflows or complex integrations, Tricentis Tosca makes automated testing in Salesforce a smooth experience.

👉Tricentis Tosca Certification Training Course

👉Salesforce Certified Administrator Training

👉Top 20 Salesforce Admin Interview Questions