DEV Community: Pulkit Singh

Salesforce UAT Checklist: What to Test Before Production Deployment

Pulkit Singh — Wed, 19 Aug 2026 06:29:12 +0000

Salesforce UAT should answer one practical question: can the people who use Salesforce every day complete their real work successfully after this release?

By the time a release reaches UAT, most technical testing should already be complete. UAT is where business users work through realistic scenarios using the roles, data, approvals, and processes they will rely on after deployment.

The checklist below reflects the areas we would normally review before recommending a Salesforce release for production.

What Should a Salesforce UAT Checklist Include?

Start with the areas that could disrupt users or business operations if they fail. Do not try to test every Salesforce feature. Concentrate on what actually changed and the processes connected to those changes.

1. Map Requirements to Real Test Scenarios

Take each important requirement or user story and turn it into something a user would actually do.

For example, instead of testing:

"Opportunity automation works correctly."

Test a complete scenario:

"A sales representative moves an opportunity to Proposal, adds the required information, submits the discount for approval, and receives the expected next action."

For every scenario, document:

User performing the task
Starting conditions
Steps to complete
Expected result
Business priority
Pass or fail status

This makes UAT easier to execute and prevents vague sign-off decisions.

2. Test With the Right Roles and Permissions

One of the most common UAT mistakes is testing everything with an administrator account.

That tells you very little about what real users will experience.

Run important scenarios using representative users such as:

Sales representatives
Sales managers
Service agents
Operations users
Finance users
Approval managers

Check whether they can see the correct records, edit the required fields, access relevant objects, and complete the actions expected from their role.

Also test what users should not be able to access. Permission issues are not limited to missing access. A release can also accidentally expose records, fields, or actions to the wrong users.

3. Walk Through Complete Business Processes

Avoid testing individual screens in isolation.

If lead conversion is part of the release, follow the process from the lead record through conversion and into the resulting account, contact, and opportunity.

Depending on the Salesforce implementation, critical UAT flows may include:

Lead conversion
Opportunity progression
Quote creation
Discount approvals
Case escalation
Customer onboarding
Record ownership changes
Contract updates
Customer information changes

Prioritise workflows that are used frequently, generate revenue, affect customers, or create significant operational problems when they fail.

4. Use Realistic Data

Perfect test records can hide problems that production users will encounter immediately.

Use data that reflects real Salesforce records, including different account types, missing optional information, existing relationships, duplicate possibilities, and different ownership structures.

During testing, check:

Required fields
Validation rules
Calculated fields
Lookup relationships
Record visibility
Duplicate handling
Status changes
Related record updates

Pay particular attention to data created or updated automatically during the workflow.

For example, if closing an opportunity updates an account field, creates a task, and triggers an approval, check all of those outcomes rather than stopping once the opportunity status changes.

5. Test Automation Within the Business Flow

Salesforce automation rarely operates on its own.

A Flow may update a field, trigger an approval, send a notification, create a task, or pass information to another system. During UAT, test that automation as part of the complete user journey.

For example:

A user updates an opportunity.
A validation rule checks required information.
Salesforce Flow updates related fields.
An approval request is created.
The manager approves it.
Salesforce updates the opportunity status.
The user receives the expected notification.

The purpose of UAT is not to repeat detailed technical testing of every Flow or integration. Instead, Salesforce UAT testing should focus on whether users can complete the intended business process correctly from beginning to end.

Instead, check whether the automation allows the user to complete the business process correctly from beginning to end.

6. Check Integrations in Real Workflows

If Salesforce exchanges information with ERP systems, payment platforms, marketing tools, support applications, or other external systems, include those touchpoints in relevant UAT scenarios.

Focus on what the business user depends on.

For example:

Does customer information appear where expected?
Does an approved record move to the connected system?
Does Salesforce show the correct status after the external action?
Are users given a useful message when something fails?
Can they continue their work without manual intervention?

Detailed API behaviour should normally be covered earlier through integration testing. During UAT, the concern is whether the connected process works from the business user's perspective.

7. Check Reports and Dashboards

Reports are often overlooked during UAT because the underlying record update appears to work correctly.

However, users may rely on those records for pipeline reviews, service reporting, forecasting, compliance, or management dashboards.

After completing important workflows, check whether the resulting data appears correctly in relevant reports.

Review:

Report filters
Record inclusion
Calculated values
Groupings
Dashboard totals
User visibility
Newly introduced fields

A process should not be considered complete if the operational record works but the reporting used by the business becomes inaccurate.

8. Review Everyday User Experience

A Salesforce change can technically work and still make routine work harder.

Ask testers to pay attention to practical usability while completing UAT.

Check whether:

Important fields are easy to find
Page layouts make sense
Users understand what action to take next
Error messages provide useful information
Required steps are reasonable
New screens behave consistently with existing processes
Users can complete common tasks without unnecessary workarounds

Small usability issues become much more noticeable after deployment when people repeat the same process several times each day.

9. Test What Happens When Things Go Wrong

Do not run only the successful path.

Real Salesforce users forget fields, enter unexpected values, reject approvals, change records midway through a process, and attempt actions they do not have permission to perform.

Include scenarios such as:

Missing required information
Invalid field values
Rejected approvals
Restricted record access
Duplicate records
Reassigned ownership
Cancelled processes
Changed information after submission
Incomplete integration data
Unexpected status changes

The objective is not to test every possible failure.

Focus on exceptions users are reasonably likely to encounter and situations that could create a significant business problem.

Defect Tracking During Salesforce UAT

When a UAT scenario fails, avoid logging defects such as:

"Approval not working."

That does not give the delivery team enough information to reproduce the issue.

A useful UAT defect should include:

User or role involved
Salesforce record used
Steps performed
Expected result
Actual result
Screenshot or evidence where useful
Business impact
Severity
Related test scenario

Business impact is particularly important during UAT.

A field alignment issue and a defect preventing sales users from submitting a quote should not be treated with the same urgency.

Retest Fixes Before Sign-Off

Once a UAT defect has been fixed, rerun the scenario that originally failed.

Do not assume that a development fix automatically resolves the business problem.

For changes affecting shared components such as Flows, validation rules, common objects, or integrations, retest related scenarios as well.

For example, changing an Opportunity Flow to fix one approval problem could also affect another opportunity stage or user group.

Retesting should therefore cover both the original defect and any important connected workflows.

UAT Sign-Off and Go/No-Go Decision

UAT completion should not simply mean that everyone finished their assigned test cases.

Before sign-off, review:

Number of scenarios passed
Remaining defects
Severity of unresolved issues
Business impact of those issues
Available workarounds
Retesting results
Known deployment risks

A minor formatting issue may be acceptable for release.

A defect preventing sales users from generating quotes, service users from accessing cases, or managers from approving critical records probably requires a different decision.

The final go/no-go decision should reflect business risk, not just the percentage of test cases marked as passed.

Final Salesforce UAT Pre-Deployment Checklist

Before moving the Salesforce release into production, confirm that:

[ ] Critical UAT scenarios have passed
[ ] High-risk business workflows have been tested
[ ] Representative user roles have completed testing
[ ] Required permissions and record access are correct
[ ] Users cannot access restricted records or actions
[ ] Validation rules behave as expected
[ ] Salesforce automation works within complete workflows
[ ] Business-critical integrations work within tested scenarios
[ ] Important reports and dashboards show expected results
[ ] Negative and exception scenarios have been covered
[ ] Failed scenarios have been retested after fixes
[ ] Blocking defects have been resolved
[ ] Remaining defects have documented business impact
[ ] Accepted risks have been reviewed with stakeholders
[ ] Business owners have provided sign-off
[ ] The team has made a clear go/no-go decision

Conclusion

A useful Salesforce UAT checklist should reflect the way people actually use Salesforce, not become a long list of isolated features to click through.

Test with realistic users, permissions, records, workflows, approvals, integrations, and exceptions. Follow critical processes from beginning to end and make unresolved business risks visible before sign-off.

That gives stakeholders stronger evidence for deciding whether a Salesforce release is genuinely ready for production.

Software Testing Tasks with Challenges, Tools, and Best Practices

Pulkit Singh — Thu, 09 Jan 2025 12:12:48 +0000

In software development, unnoticed bugs, untested features, or incompatibility issues can lead to delays, negative user reviews, or outright failure of the product. This is where software testing tasks come into play. They ensure the product works as expected, is free of defects, and meets user requirements across all environments.

Testing isn’t just about finding bugs; it’s about delivering a polished, reliable product that meets business and user needs.

The Role of QA Engineers

QA engineers play a vital role in the software development lifecycle. Their primary responsibility is to verify that the system functions correctly under all circumstances. This involves more than running tests; it’s about ensuring quality at every stage of development.

Key objectives of QA engineers include:

Preventing defects before they reach production.
Improving overall software quality.
Providing stakeholders with insights into the product’s readiness.

Key Software Testing Tasks

Here are the core testing tasks in software testing performed by QA engineers:

1. Identifying Bugs and Defects:

Finding functional, UI, or performance-related bugs.
Documenting bugs in detail and reporting them to developers.

2. Testing on Various Devices:

Ensuring compatibility across different screen sizes, operating systems, and hardware.
Testing apps on devices like old smartphones to check for layout or performance issues.

3. Verifying Fixes and Updates:

Retesting bug fixes and verifying new features to ensure no regressions are introduced.

4. Performance Testing:

Checking system performance under high loads.
Ensuring the system remains stable during stress testing.

5. Edge Case Testing:

Simulating untypical use cases like unusual inputs or unexpected user behavior.
Example: Testing how the app behaves when text is displayed in right-to-left (RTL) languages like Arabic.

6. Compliance Testing:

Ensuring the product meets customer requirements and industry standards.

7. Creating Test Scenarios and Cases:

Writing and executing manual or automated test scripts.
Covering all possible user flows and business logic.

8. Ensuring Accessibility:

Testing for accessibility compliance, such as screen reader support and keyboard navigation.

The Testing Lifecycle

A typical testing lifecycle follows these steps:

1. Feature Development: Developers create a new feature and deliver it to QA.
2. Testing the Feature: QA engineers test the feature and identify bugs.
3. Bug Reporting: Bugs are documented, prioritized, and sent to developers for fixes.
4. Debugging: Developers fix bugs and create a new build.
5. Retesting and Regression Testing: QA verifies fixes and checks for regressions.
6. Approval: Once the feature passes all tests, it’s marked as ready for release.

This cycle repeats until the product is free of critical issues and meets quality standards. For an in-depth understanding of this process, check out the resources provided by TestScenario.

Challenges in Software Testing

Modern QA engineers face unique challenges, including:

Device Fragmentation: Testing across hundreds of devices with varying configurations.
Localization Issues: Ensuring the app works for different languages, cultures, and regions.
Rapid Development Cycles: Keeping up with fast-paced Agile or DevOps workflows.
These challenges make comprehensive testing a critical part of software development.

Essential Tools for Software Testing

QA engineers rely on a variety of tools to complete their software testing tasks efficiently. Here are some must-have tools categorized by their purpose:

1. Functional Testing

Postman: For API testing and documentation.
Selenium: For automating web application testing.
Appium: For mobile app automation testing.

2. Performance Testing

Apache JMeter: To test application performance under load.
YandexTank: For load testing.

3. Security Testing

Burp Suite: To identify security vulnerabilities.

4. Debugging and Monitoring

Charles Proxy: To inspect HTTP/HTTPS traffic.
Fiddler: For analyzing requests and responses.

5. Layout Testing

Pixel Perfect: A browser extension for comparing designs with implemented layouts.

6. Team Collaboration

Fabric Crashlytics: For sharing builds and collecting user statistics.

7. Checklists and Test Management

Custom or predefined checklists: To ensure all testing tasks are covered.
Tools like Jira: For managing test cases and bug reports.

Best Practices for QA Engineers

Plan Thoroughly:

Identify all possible test cases, including edge cases and untypical scenarios.

Use Automation Wisely:

Automate repetitive tasks like regression testing while reserving manual testing for critical paths.

Focus on Real Devices:

Simulators are helpful, but testing on real devices ensures accuracy.

Collaborate with Developers:

Effective communication with the development team helps prioritize and fix critical issues faster.

Adopt Agile Practices:

Test early and often to catch defects sooner.

Why QA is a Strategic Investment

Investing in quality assurance is not just about catching bugs—it’s about ensuring a seamless user experience, protecting your brand reputation, and saving costs in the long run. QA engineers help businesses achieve these goals by meticulously performing their testing tasks in software testing.

Conclusion

QA engineers play a vital role in ensuring software reliability, functionality, and compatibility. Their tasks, from identifying bugs to testing on various devices, form the backbone of successful software development. By leveraging the right tools and following best practices, QA teams can deliver high-quality products that meet user expectations and business goals.

For advanced reporting and actionable insights, explore TestScenario, your trusted partner for simplifying QA workflows.

Automated Reporting in Automation Testing

Pulkit Singh — Wed, 01 Jan 2025 12:58:07 +0000

In automation testing, reporting is crucial for tracking test results, identifying issues, and ensuring quality. Automated reporting revolutionizes this process by delivering accurate, real-time insights without manual effort. Here's why automated reporting matters in automation testing and the tools that make it seamless.

What is Automated Reporting in Automation Testing?

Automated reporting in automation testing generates detailed test execution reports automatically. These reports summarize test case results, highlight failures, and provide actionable insights, enabling teams to focus on improving software quality rather than creating reports manually.

Key Benefits of Automated Reporting in Automation Testing

Real-Time Feedback
Test results are available immediately after execution, helping teams identify and resolve issues faster.

Detailed Insights
Reports include metrics like pass/fail rates, execution times, and error logs, offering a comprehensive view of test outcomes.

Consistency
Automated tools standardize reporting formats, ensuring uniformity across all test runs.

Time Efficiency
Eliminates manual compilation of test data, freeing up resources for more critical tasks.

Enhanced Collaboration
Automated reports are shareable, enabling better communication among developers, testers, and stakeholders.

Top Tools for Automated Reporting in Automation Testing

TestReport.io
TestReport.io is a cloud-based platform that provides real-time dashboards, visual reports, and advanced analytics. It enables testers to access reports anywhere, ensuring seamless collaboration and analysis without the need for local setup.

Allure Report
A lightweight tool that integrates with various test frameworks, offering detailed and visually appealing test execution reports.

ExtentReports
A tool that runs locally, allowing customization of reports with screenshots, logs, and step-by-step details of test execution.

Jenkins
With plugins like HTML Publisher or Allure, Jenkins generates automated test reports during CI/CD pipelines and supports both local and cloud-based setups.

ReportPortal
A tool that collects and analyzes test results for continuous feedback and actionable insights. It supports integration with cloud systems and local frameworks.

Use Cases for Automated Reporting in Automation Testing

Regression Testing: Track test outcomes and analyze trends over multiple iterations.
Integration Testing: Identify errors in integrated modules and log detailed results.
Performance Testing: Highlight metrics like response time and system behavior under load.

How to Implement Automated Reporting in Your Workflow

Choose the Right Tools
Select tools compatible with your test frameworks and CI/CD pipelines, considering whether you need cloud-based or local machine support.

Define Key Metrics
Focus on metrics that provide actionable insights, like pass/fail rates, error details, and execution time.

Integrate with Your Workflow
Set up automated reporting within your CI/CD pipeline to generate reports after each build.

Review Regularly
Use the reports to analyze test performance, detect patterns, and optimize your testing strategy.