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Software Testing Documentation in Salesforce

Software Testing Documentation in Salesforce 

What is Salesforce?

Salesforce is a cloud-based CRM software. It helps businesses anticipate and monitor the processes, such as closing more deals and delivering customer-oriented services. Salesforce possesses a complete suite of products, i.e., Customer 360 comprises features, such as service marketing, IT teams, commerce, and sales, with a shared view of customer information. It aids in growing relationships with employees and customers alike. Also, Salesforce helps to improve productivity and team communications.

Salesforce is the world’s first company that provides CRM. Due to the huge demand for its applications. Now, you might be thinking about how salesforce is so productive and beneficial in its service. The answer is software testing automation that helps in automation testing Salesforce. The software testing in salesforce required testing documentation to fulfill the customer requirements. 

This blog will discuss testing documentation in Salesforce.

Testing Documentation in Salesforce

The documentation created before or during the testing of the software application is known as testing documentation. Documentation in salesforce is essential because it helps to know about individual and organizational requirements.

As software documentation is one of the essentials in automation testing Salesforce there are different types of test documents which are as follows:-

Test Scenarios

It is a document that comprises various combinations of application testing. This document is used to understand the flow of the application.

Test Case

This document comprises step-by-step procedures for application testing, and it comprises all the requirements regarding the inputs and navigation steps. Test case documentation is used so that each tester can follow the same approach in order to organize the test document.

Test Plan

The test lead and managers prepare this document, and it comprises all the information regarding all the activities of testing. This document consists of components such as approach, test environments, role & responsibility, entry & exit criteria, Schedule tools, Assumption, risk, etc.

Requirement Traceability Matrix (RTM)

This document keeps track of the test case that has already been covered. This document is prepared before the execution of the test to verify whether any test case is missing.

Test Strategy

This document examines the type of test required for any product, and it is a high-level document that also comprises the particular technique followed while testing.

The project manager approves this document. There are various components, such as formats, test processes, scope, communication strategy, etc. It is one of the documents which is not modified once it is prepared.

Also Read – Performance Testing Tool Selection Criteria

Test Data

This document comprises the test data that is generated before the execution. It is primarily used when the implementation of a test case takes place.

Bug Report

This document summarizes all bugs that arose during the testing process. It is a crucial document that keeps track of all the bug reports that help to analyze the defects. The Salesforce application needs multicycles, so the possibility of bugs may arise at the time of integrating the software, but the bug report can help a lot in the management of that. Also,  automation testing Salesforce is one of the best ways to handle this situation.

Need for Documentation

The development of software is quite a complex process. So it is required to prepare the proper documentation so that products can be delivered according to customer requirements. Furthermore, if any kind of error occurs in between, then with the help of documentation, it can be fixed easily. 

In the absence of documentation, the tester has to do black-box and white-box testing, which will waste the money and time of the organization.

Benefits of Documentation

  • Documentation helps to maintain the quality of methods and objectives
  • When the customer uses the software application, then documentation helps to ensure internal coordination
  • It provides feedback on the planning cycle and preventive task
  • The documentation in software testing helps to save time
  • It promotes consistency because the test will take place on the mentioned value in the test.


Documentation is one of the indispensable parts of software testing. Also, automation is an emerging and in-demand term in today’s market. If you aspire to build a career in software testing, then enrolling in the right course can help you a lot. For instance, a platform like Salesforce is well-known for CRM. Indeed, there would be a requirement for automation testing Salesforce. So, it is better to open up opportunities and learn software testing emerging concepts like automation. To learn more about the automation testing course or certification, you can visit the website of Opkey.

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