Salesforce Testing and QA Services
Independent Salesforce testing that finds problems before your users do, from test strategy and regression packs to UAT support and release checks.
Salesforce changes constantly. Your team ships configuration and code, managed packages update, and Salesforce itself delivers several major releases a year. Each change can affect automation, sharing, integrations and the screens your users rely on. Without a deliberate testing approach, defects surface in production, usually on the busiest day of the month.
Our testing and QA service gives you a structured way to check changes before they reach users. We can test a single project, set up a repeatable regression approach for an ongoing programme, or support your business users through user acceptance testing.
Signs you need a testing approach
- Releases regularly cause defects that users report before your team notices.
- Apex tests exist mainly to reach the coverage threshold and do not check outcomes.
- Nobody is sure what to retest when a flow, permission set or integration changes.
- UAT is informal, with no test scripts, evidence or clear sign-off.
- Salesforce seasonal releases are applied to production without checking critical processes in a preview sandbox first.
Levels of testing we cover
| What it checks | Who usually owns it | |
|---|---|---|
| Unit tests | Apex classes, triggers and LWC JavaScript behave correctly in isolation, including bulk and failure cases | Developers |
| Functional testing | Each user story meets its acceptance criteria in a sandbox | QA analysts |
| Integration testing | Data moves correctly between Salesforce and connected systems, including error scenarios | QA with integration developers |
| Security and access | Profiles, permission sets and sharing give each persona the right access and no more | QA with the admin team |
| Regression testing | Existing critical processes still work after a change or Salesforce release | QA, increasingly automated |
| User acceptance testing | The solution supports real business processes for real users | Business users, supported by QA |
What the service includes
Test strategy
Scope, environments, test data approach, entry and exit criteria, and defect severity definitions for your project or programme.
→Regression packs
A prioritised set of tests covering the processes your business cannot afford to break, maintained as the org changes.
→Apex and LWC test review
Review and improvement of unit tests so they create their own data and assert real outcomes.
→UAT facilitation
Test scripts written with your users, evidence capture, defect triage and recorded sign-off.
Release readiness
Go and no-go checks before each deployment, including rollback plans and post-release smoke tests.
→Marketing journey QA
Testing of Marketing Cloud journeys, personalisation and data flows before activation.
→How we set up testing
- 01
Understand risk
We identify the business processes, integrations and user groups where a defect would cause the most harm, and focus effort there.
- 02
Define the strategy
Agree test levels, environments, test data and the definition of done, so everyone knows what passing means.
- 03
Write and review test cases
Test cases trace back to requirements and acceptance criteria, written so another tester could run them and get the same result.
- 04
Prepare data and environments
Realistic, anonymised or synthetic test data in the right sandbox, with personas set up using the same permission sets as production users.
- 05
Execute and report
Run tests, log defects with clear steps to reproduce, and report progress against exit criteria rather than raw test counts.
- 06
Hand over the regression pack
Leave your team with a maintained set of regression tests and guidance on when to run them.
Test data and environments
Good testing needs data that behaves like production without exposing real customers. We prefer synthetic test data or properly masked copies, and we avoid testing with live customer contact details in any environment that can send email or SMS. Where you use full copy sandboxes, we help you plan refreshes and post-refresh steps so tests do not fail for environmental reasons.
What you need to provide
- Sandbox access for testers with permissions that mirror real user personas.
- Requirements or user stories with acceptance criteria, or time with someone who can confirm expected behaviour.
- Business users available for UAT during the agreed window.
- A decision maker for go and no-go calls.
Test automation can reduce regression effort over time, but it needs maintenance as the org changes. We usually start with a stable manual regression pack and automate the most repetitive, high-value tests once processes settle.
Questions we hear
Can you test work built by another provider?
Do you write Apex tests or only functional tests?
How do you test Salesforce seasonal releases?
Do you provide test automation tools?
What happens to defects you find?
Want fewer surprises after each release?
Tell us how you test today and where defects keep slipping through. We will suggest a testing approach proportionate to your org and release cadence.
