Salesforce Manual Testing involves thoroughly examining the Salesforce platform's functionality, configurations, and customizations without using automated tools. It's crucial for ensuring the system meets business requirements and provides a seamless user experience.
Here's a comprehensive course content outline for Salesforce Manual Testing:
Module 1: Introduction to Salesforce and CRM Concepts
What is CRM? Importance and benefits.
Introduction to Salesforce as a leading CRM platform.
Salesforce Cloud offerings (Sales Cloud, Service Cloud, Marketing Cloud, etc.)
Salesforce Editions and their differences.
Salesforce Classic vs. Lightning Experience (UI differences).
Salesforce terminology: Objects, Fields, Records, Apps, Tabs, etc.
Understanding the Salesforce data model: Standard and Custom Objects, Relationships (Lookup, Master-Detail, Many-to-Many).
Basic navigation and understanding the Salesforce UI.
Module 2: Fundamentals of Software Testing
What is Software Testing? Why is it needed?
Software Development Life Cycle (SDLC) and Software Testing Life Cycle (STLC).
Testing principles and methodologies.
Types of testing:
Functional Testing (understanding requirements, black-box testing)
System Testing
Integration Testing
Regression Testing
User Acceptance Testing (UAT)
Smoke/Sanity Testing
Exploratory Testing
Test documentation: Test Plan, Test Cases, Test Scenarios, Traceability Matrix.
Defect Management: Defect lifecycle, Severity, Priority, Bug reporting (using tools like Jira).
Module 3: Salesforce Administration Basics for Testers
User Management:
Creating and managing Users.
Profiles and Permission Sets: Understanding their roles in security and access control.
Roles and Role Hierarchy.
Organizational Wide Defaults (OWD) and Sharing Rules.
Field-Level Security.
Data Management:
Data Import Wizard and Data Loader (manual bulk data operations).
Data validation rules.
Duplicate rules.
Customization Basics:
Creating Custom Objects, Fields, and Tabs.
Page Layouts and Record Types.
Workflow Rules and Process Builder (understanding automated business processes for testing).
Approval Processes.
Formula Fields and Roll-up Summary Fields.
Reports and Dashboards: Understanding how to create and test them.
Sandboxes: Types of sandboxes (Developer, Developer Pro, Partial Copy, Full Copy) and their use in testing.
Deployment process overview (Change Sets).
Module 4: Manual Testing Techniques in Salesforce
Test Case Design for Salesforce:
Writing clear, concise, and effective test cases.
Identifying positive and negative test scenarios.
Equivalence Partitioning and Boundary Value Analysis.
State Transition Testing.
Functional Testing of Salesforce Features:
Testing Standard Salesforce functionalities (e.g., Lead conversion, Opportunity management, Case management).
Testing custom configurations and customizations (custom objects, fields, workflows, validation rules).
End-to-end business process testing.
UI/UX Testing:
Testing page layouts, record types, list views.
Cross-browser and device compatibility testing (manual).
Usability testing.
Integration Testing (Manual aspects):
Testing data flow and functionality between Salesforce and integrated external systems (if applicable).
Verifying data synchronization.
Regression Testing Strategy:
Identifying critical areas for regression.
Creating and maintaining regression test suites.
User Acceptance Testing (UAT):
Facilitating UAT with end-users.
Gathering feedback and managing sign-offs.
Module 5: Defect Management and Reporting
Identifying and logging defects in a Defect Tracking System (e.g., Jira, Azure DevOps).
Writing effective bug reports (clear steps to reproduce, expected vs. actual results, screenshots).
Defect triaging and prioritization.
Retesting and regression testing of fixed defects.
Creating test summary reports.
Module 6: Best Practices and Challenges in Salesforce Manual Testing
Understanding common challenges in Salesforce testing (frequent updates, complex customizations, dynamic UI).
Strategies for effective manual testing in a Salesforce environment.
Collaboration with developers and business analysts.
Test data management strategies for Salesforce.
Staying updated with Salesforce releases.
Module 7: Real-World Scenarios and Case Studies (Practical Exercises)
Hands-on exercises simulating real Salesforce testing scenarios.
Developing test cases for specific Salesforce functionalities or custom applications.
Practicing defect logging and reporting.