10 Salesforce Manual Testing Interview Questions and Answers

Salesforce has become a cornerstone for customer relationship management (CRM) solutions, offering a robust platform for businesses to manage their sales, service, and marketing operations. Manual testing in Salesforce is crucial to ensure that customizations, integrations, and configurations work seamlessly and meet business requirements. This process involves validating workflows, data integrity, and user interfaces to deliver a reliable and efficient system.

This article provides a curated selection of interview questions and answers focused on Salesforce manual testing. By reviewing these questions, you will gain a deeper understanding of key concepts and best practices, enhancing your ability to perform effectively in a Salesforce testing role.

Salesforce Manual Testing Interview Questions and Answers

1. How do you perform data validation testing in Salesforce?

Data validation testing in Salesforce ensures that data meets required standards and business rules. Key steps include:

• Identify Data Requirements: Understand the data requirements and business rules, including field types, data formats, mandatory fields, and validation rules.
• Prepare Test Data: Create test data for various scenarios, including valid and invalid inputs, to verify system handling and rule enforcement.
• Execute Test Cases: Enter test data into Salesforce and observe system behavior, ensuring data is accepted or rejected based on validation rules.
• Verify Data Integrity: Ensure data is stored correctly and consistently across objects and records, checking for relationships and avoiding duplication.
• Review Validation Rules: Ensure validation rules are correctly implemented and cover necessary scenarios, including custom rules and workflow rules.
• Document Findings: Document issues found during testing and report them for resolution, retesting after fixes are applied.

2. How do you handle testing of Salesforce security features like profiles and permission sets?

Testing Salesforce security features like profiles and permission sets involves creating test scenarios for various user roles and permissions. Validate access controls by performing actions as different users and checking system behavior. Ensure compliance with security policies by reviewing profiles and permission sets against organizational requirements.

3. Explain how you would test Salesforce Lightning components.

Testing Salesforce Lightning components involves:

• Unit Testing: Test individual components in isolation using frameworks like Jasmine and Mocha.
• Integration Testing: Ensure components work together, verifying data flow with tools like Selenium WebDriver.
• End-to-End Testing: Test the entire application from a user’s perspective, using tools like Protractor and Selenium.
• Manual Testing: Verify the user interface and experience, focusing on layout, responsiveness, and usability.
• Performance Testing: Test component performance under different conditions using tools like JMeter.

4. How do you manage and track defects found during Salesforce testing?

Managing and tracking defects during Salesforce testing involves using a defect tracking tool like Jira or Bugzilla. The workflow includes:

• Defect Identification: Log defects with detailed information, including steps to reproduce and expected results.
• Assignment: Assign defects to the appropriate team members for investigation and fixing.
• Verification: Re-execute test cases to ensure defects are resolved.
• Closure: Mark defects as closed if verified as fixed.

Best practices include logging defects with clear information, regularly reviewing and prioritizing defects, and using dashboards to monitor trends.

5. Explain how you would conduct performance testing for a Salesforce application.

Performance testing for a Salesforce application involves evaluating responsiveness, stability, and scalability. Key steps include:

• Define Performance Criteria: Establish key performance indicators (KPIs) like response time and throughput.
• Identify Test Scenarios: Select critical business processes for testing.
• Select Performance Testing Tools: Use tools like JMeter or LoadRunner to simulate user load and capture metrics.
• Create Test Scripts: Develop scripts to simulate user interactions.
• Execute Tests: Run tests under controlled conditions, gradually increasing load.
• Monitor and Analyze Results: Capture performance data and identify bottlenecks.
• Optimize and Retest: Make necessary optimizations and retest to ensure improvements.

6. What is your approach to User Acceptance Testing (UAT) in Salesforce?

User Acceptance Testing (UAT) in Salesforce involves end-users validating the system. The approach includes:

1. Planning and Preparation:

• Define UAT scope and objectives.
• Identify stakeholders and end-users for testing.
• Develop test cases based on business requirements.
• Set up a UAT environment mirroring production.

2. Execution:

• Conduct training for end-users.
• Execute test cases, documenting issues.

3. Defect Management:

• Log and prioritize defects.
• Collaborate with development to resolve issues.
• Retest resolved issues.

4. Validation and Sign-off:

• Validate critical processes and functionalities.
• Obtain formal sign-off from stakeholders.

5. Post-UAT Activities:

• Prepare a UAT summary report.
• Plan for deployment to production.

7. What strategies do you use for managing test data in Salesforce?

Managing test data in Salesforce involves:

• Using Sandboxes: Use isolated environments for development and testing.
• Data Masking: Obfuscate sensitive information to protect privacy.
• Data Seeding: Populate test environments with predefined data using tools like Data Loader.
• Data Subsetting: Use a subset of relevant data to reduce complexity.
• Version Control: Track changes in test data and configurations.

8. How do you test Salesforce reports and dashboards?

Testing Salesforce reports and dashboards involves:

• Data Validation: Ensure data accuracy by comparing report data with source data.
• Report Accuracy: Verify correct configuration of metrics, filters, and calculations.
• User Interface Checks: Ensure reports are user-friendly and accessible across devices.
• Performance Testing: Evaluate report loading times with large datasets.
• Security and Access Control: Verify adherence to security policies and user access.
• Functional Testing: Test interactive features like drill-downs and export options.

9. What techniques would you use to test Salesforce integration with other systems?

To test Salesforce integration with other systems, employ techniques such as:

Unit Testing: Test individual components using Apex test classes.

Integration Testing: Verify data flow between systems using tools like Postman.

End-to-End Testing: Test entire workflows with tools like Selenium.

Data Validation: Ensure data integrity and consistency between systems.

Performance Testing: Test integration performance under various conditions with tools like JMeter.

Security Testing: Test for vulnerabilities and verify access controls.

10. What is your understanding of automation tools in the context of Salesforce testing?

Automation tools in Salesforce testing streamline the process by automating repetitive tasks. Common tools include:

• Selenium: An open-source tool for web application testing.
• Provar: A specialized tool for Salesforce testing.
• TestComplete: A commercial tool for automating web, mobile, and desktop applications.
• QTP/UFT: A commercial tool for functional and regression testing.

Benefits of automation tools include increased efficiency, consistency, scalability, and early detection of issues through integration with CI/CD pipelines.