Technology

Best Practices For QA In Salesforce That Benefit More From Traditional App Testing

What is the most widely used CRM software in the world? No doubt that it’s Salesforce. In 2025, it was the best CRM supplier for the 12th year in a row, with a global market share of 20.7%.

Salesforce is utilised in many different fields, such as finance, healthcare, the public sector, education, manufacturing, and retail, to help businesses with their most important tasks.

But even while the technology is robust, as many as 70% of Salesforce implementations don’t satisfy corporate goals. Poor planning, bad update management, and too much customisation are some of the most typical causes. However, the true problem is often not enough testing.

Salesforce solutions need a lot of testing since they have several updates, complicated settings, many integrations, and custom code. Without it, firms could have problems with operations, security, compliance, and getting users to utilise the system. Because of this, QA in Salesforce is still very crucial in 2025, as it helps businesses keep their operations running smoothly.

What is Salesforce QA Testing?

QA in Salesforce Testing is the process of checking and confirming how the Salesforce platform works, including its custom apps, settings, workflows, and connectors. It includes checking the standard features, custom Apex-written logic, workflows made using Flow Builder, third-party integrations, and data management processes.

QA in Salesforce Testing is used to: 

  • Find flaws early in the development process
  • Check that the app meets the needs of the business and users.
  • Make sure that bespoke procedures and workflows function well and are reliable.
  • Make it easy for regular Salesforce releases and updates to go out without a hitch.

There are numerous kinds of testing, including functional, regression, integration, security, and performance testing. Testing can be done by hand or automatically.

Why is QA testing for Salesforce still needed in 2025?

In 2025, there are still numerous reasons why Salesforce testing is very important for businesses:

AspectWhy It Matters for Salesforce Testing in 2025
Salesforce market leadershipAs the world’s #1 CRM with a 20.7% market share, Salesforce powers mission-critical operations across industries, making quality and reliability non-negotiable.
High implementation failure rateNearly 70% of Salesforce implementations fail to meet business goals, often due to insufficient or ineffective testing.
Need for comprehensive testingHeavy customisation, integrations, and custom code require thorough testing to avoid disruptions, security risks, and poor user adoption.
Configuration testingVerifies objects, fields, layouts, roles, and permissions to prevent data issues and broken business processes.
Integration testingEnsures accurate, secure, and timely data exchange between Salesforce and external systems via APIs.
Custom code testingValidates Apex and Lightning Web Components to avoid regressions, performance issues, and upgrade conflicts.
Metadata-driven platformMetadata defines Salesforce behaviour, so testing must cover declarative elements, not just code.
Multi-tenant cloud environmentShared infrastructure and sandbox limitations make testing essential to catch environment-specific issues.
Declarative + programmatic testingQA must validate both point-and-click configurations and custom development together.
Strict deployment rulesSalesforce requires 75% Apex code coverage and mandatory test execution before production releases.
Frequent Salesforce updatesThree major updates per year demand regression testing to ensure customisations remain stable.
Complex enterprise use casesWorkflows, triggers, integrations, and third-party apps increase risk without strong QA practices.
Regulatory complianceTesting helps meet security, data privacy, and compliance requirements in regulated industries.
Business continuityReliable Salesforce testing protects revenue, productivity, customer experience, and user trust.

Best practices for Salesforce testing in 2025

Based on our experience, the following best practices can be set. You can use these to get accurate, quick results.

Test automation

Compared to manual testing, automation can find up to 90% more defects. So, while testing Salesforce, the question isn’t whether to automate, but how. Put tests that you have to do over and over again, like regression and integration, on autopilot. Use Salesforce technologies that are good at dealing with dynamic DOM elements, updates to metadata, and Lightning components.

Use of mock test data

It’s important to be sure that test findings are correct when doing quality assurance. You should use test data that matches real-life situations, record relationships and volume, but you shouldn’t show any private user information. You can use data generation tools like Salesforce Data Mask, Mockaroo, or Tonic.ai to make datasets that are similar to those used in production. This makes testing safer and more effective.

Test coverage above the required 75%

Even if Salesforce says that your Apex code should meet the minimum 75% coverage requirement, you should go above and beyond that. Make sure to cover the logic that is most important to your business by writing tests that cover edge cases, exception handling, and integration points. Wider coverage makes the system more reliable and reduces the risk of faults during production releases.

Collaboration across teams

Encourage management, developers, testers, and business stakeholders to work closely together. This method encourages sharing information, speeds up feedback cycles, helps find potential risks sooner, and makes it easier to solve problems more quickly. For instance, Spotify said that their team’s productivity was up by 30% in just six months after they started using a special feedback loop during their weekly squad meetings.

Trends in Salesforce QA testing for 2025

AI-driven automation is becoming more common in all areas of Salesforce application testing and quality assurance. Recent studies show that the use of AI-based testing has gone up from 7% in 2023 to 16% in 2025. Automation is a strong tool on its own, but when combined with artificial intelligence, it makes advanced testing capabilities possible. What can AI-driven automation do for Salesforce testing, then?

AI CapabilityHow It Helps Salesforce Testing
Self-healing test scriptsAutomatically adapt to UI changes like renamed labels, updated IDs, or layout shifts, reducing manual test maintenance.
Automated test case generationUses ML to analyse app flows, user behaviour, code changes, and defect history to create or suggest efficient test cases.
Smart test prioritisationIdentifies the most critical and risk-prone tests based on recent changes, ensuring better coverage with less effort.

Conclusion

As a major CRM platform, Salesforce is always changing, getting more and more complex. This, in turn, affects the Salesforce testing process, which has to take into account a lot of different things, like processes, complexities, and challenges.

Over the years, Salesforce testers have learned several tried-and-true ways to make QA processes better. However, real specialists don’t just follow the best practices for Salesforce testing; they also keep a close watch on new trends in the business, some of which are transforming the industry. 

AI and automation are the biggest trends in QA in Salesforce testing as of 2025. Teams that are ahead of the curve actively use AI-driven test automation with both Salesforce-native and common technologies.

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