Salesforce Testing from Scratch: Your Ultimate Go-To Guide

In this lecture, I will be explaining the concept of testing. Rather than relying heavily on a presentation, I will use a storytelling approach to make the explanation more engaging and clear. This method will help you understand the concepts more effectively.

Is testing a good thing? Yes, if you truly understand it.

But as a tester, you must know its importance—only then can you dive deep and test effectively.

What is the role of testing? What happens if there is no testing? And what advantages does a tester have when performing testing?

In this lecture, I explain all of this through storytelling.

The testing world is filled with many jargons, and each jargon holds its own importance. As a tester, you should be familiar with these terms because during meetings, if someone uses any of the jargons I am explaining in this lecture and you don’t understand its meaning, it may leave a bad impression.

In this section, I have explained the factors that are commonly found in every job description (JD).

If you want to progress in testing and become the best version of yourself as a tester, focus on developing testing as a skill. Embrace a critical thinking approach rather than obsessing over job titles. Don’t chase designations like aiming to become a senior QA in two years.

If you work on honing your skills, the title will follow naturally. Being a skilled tester is far more valuable than just holding a title. Titles can change, but your skills define your career. Approach testing with the mindset of continuous improvement and self-growth. Build expertise, understand the nuances, and stay updated with industry trends. In the end, it’s your skills that set you apart, not your designation. So, focus on mastering your craft, and the recognition will come.

This tutorial series is your gateway to understanding CRM, Salesforce, and its core features. It covers the fundamentals of testing, highlights the unique aspects of Salesforce testing compared to traditional testing, and explores various testing types specific to Salesforce. Additionally, you'll gain insights into essential admin concepts tailored for Salesforce testers, complemented by practical demonstrations.

In this video, I have explained who the Salesforce Testing Guy course is for and what key points I will be covering. It includes topics about Salesforce and testing to help you learn and grow in this field.

In this tutorial, I have explained what CRM is and which problems CRM helps to solve.

In this tutorial, I have explained in detail what Salesforce is, the problems it solves, and provided examples for better understanding.

In this tutorial, I have explained, based on my experience, the key factors that make Salesforce the No. 1 CRM. Here are the reasons:

1. Highly Customizable - Salesforce can be easily customized to meet your business needs.

2. Innovation - This platform continuously introduces new features and solutions.

3. Frequent Updates - Salesforce provides regular updates to offer the best experience to its customers.

4. Market Leader - Salesforce holds the largest market share, keeping it ahead of competitors.

5. Trailblazer Community Support - Its strong community support helps every user and developer.

6. Domain-Specific Products - Salesforce offers specific products for different domains, such as Sales Cloud for sales-related challenges and Marketing Cloud for marketing needs, solving various business problems effectively.

These factors make Salesforce a trusted and powerful CRM solution.

No matter which player it is—whether it's Novak Djokovic, the No. 1 lawn tennis player, Lionel Messi, the football superstar, or John Cena, the WWE legend—no one directly enters their game without practice. They all prepare themselves first through rigorous training.

In the same way, if you want to learn Salesforce testing, you must practice within a Salesforce org. This means creating objects, fields, and tabs, performing SOQL queries, and experimenting with different features.

In this lecture, I have explained these concepts theoretically. In the next lecture, I will demonstrate how you can set up your Salesforce Developer Org in just 10 minutes.

In this lecture, I am explaining how to create a Developer Org for practicing Salesforce testing.

I am sharing all the steps from scratch, starting from clicking on sign-up to resetting the password—everything is explained in detail.

A Salesforce Quality Engineer stands out by possessing a strong understanding of Salesforce functionalities, critical thinking abilities, and expertise in automation and testing frameworks. They must be detail-oriented, capable of identifying potential issues before they impact the system, and proficient in collaborating with developers and stakeholders to ensure smooth implementations. These fundamental skills are essential for maintaining high-quality standards, improving efficiency, and ensuring seamless user experiences. In this lecture, I have highlighted these key qualities through a few essential pointers.

I am working on this project, testing everything in this domain. But do we truly understand what a project actually is? To convey this crucial point, I have intentionally created a separate video. This is to ensure that every aspect is explained in detail and provides a clear understanding.

In this, we are discussing real-life scenarios that are commonly asked in actual Salesforce testing interviews.

In this lecture, I am explaining which good practices a Salesforce tester should follow to help with their long-term career growth.

In this lecture, I am explaining what preparations you need to do for a Salesforce testing interview.

In this lecture, I am explaining the latest trends in the market that will actually help Salesforce testers in their careers.

The best way to start learning Salesforce QA Testing without prior knowledge is to follow a structured approach that combines theory, hands-on practice, and real-world projects. Here’s a step-by-step guide with examples:

1. Understand the Basics of Salesforce

Before jumping into testing, get familiar with Salesforce fundamentals, including:

• Sales Cloud, Service Cloud, CPQ

• Objects, Fields, Page Layouts, Workflows

• User Roles & Permissions

Example: Create a free Salesforce Developer account (developer.salesforce.com) and explore objects like Accounts, Contacts, and Opportunities.

2. Learn Manual Testing Concepts

Salesforce QA testers need strong functional testing skills. Start with:

• Test Case Writing

• Bug Reporting

• Regression & UAT Testing

Example: Test a simple Lead Conversion process in Salesforce—check if all related records (Account, Contact, Opportunity) are created correctly.

3. Explore Salesforce Testing Types

Salesforce has unique testing needs, including:

• Functional Testing (Checking workflows, validation rules)

• UI Testing (Verifying Visualforce, Lightning Components)

• Integration Testing (APIs, third-party tools)

• Security Testing (Profiles, Permission Sets)

Example: Test a workflow that triggers an email notification when an Opportunity moves to "Closed Won."

4. Learn Test Automation Basics

If you want to grow as a Salesforce QA, automation skills are a must. Start with:

• Selenium WebDriver (for UI automation)

• Provar / TOSCA (Salesforce-specific tools)

• Apex Test Classes (for developers)

Example: Automate a test case where a new Contact is created and verified in Salesforce using Selenium & TestNG.

5. Work on Real Projects or Hands-On Exercises

Apply your knowledge by:

• Joining Open Source Projects

• Enrolling in Salesforce Trailhead Modules

• Practicing on a real Salesforce org

Example: Join a project where you test an approval process for a Sales Order in Salesforce CPQ.

6. Learn from the Community

• Follow LinkedIn & YouTube tutorials

• Join Salesforce Testing communities

• Engage in meetups, webinars, and forums

Example: Follow Salesforce QA professionals on LinkedIn and participate in discussions about automation challenges.

Conclusion

Starting Salesforce QA Testing with zero experience is possible by learning Salesforce basics, mastering manual testing, exploring automation, and practicing on real projects.

In this lecture, I am explaining why understanding Salesforce UI basics is important for testers. You shouldn't rely entirely on developers or business analysts to explain everything about UI-level aspects.