Maximizing Value From Salesforce: UAT Testing and Best Practices

Complete Information About Maximizing Value From Salesforce - UAT Testing and Best Practices

Salesforce is a significant investment that contributes to your company’s prosperity. It goes beyond being a client management tool, serving as a catalyst for business growth by enhancing sales efficiency, improving employee productivity, and reducing closing time. While Salesforce provides a wide range of features to drive business expansion, the crucial factor for success lies in its adoption by end-users. 

Salesforce UAT Testing

Salesforce User Acceptance Testing (UAT) involves testing the platform to ensure it fulfils the business requirements of end users. During this phase, business users conduct a final round of testing to evaluate whether the system is ready for deployment in the production environment. Essentially, UAT salesforce aims to validate whether the system meets the business needs before it is implemented live.


  • Black Box Testing:

This process is carried out without prior knowledge of the system’s internal operations. It involves providing input during testing and observing the corresponding output, which includes evaluating how the system responds to both expected and unexpected user actions, assessing response time, identifying usability and reliability issues, and more.

  • Beta Testing:

This form of user acceptance testing involves the product team providing a near-final product to a specific group of users who evaluate the performance of the product in real-world scenarios.

  • Operational Testing:

This form of testing ensures that the application is operationally ready before its release. The main focus is on evaluating the readiness of the Salesforce CRM, aiming to replicate the production environment.

Need for UAT for Salesforce

To ascertain whether a Salesforce application aligns with business requirements before deployment, Salesforce UAT serves as the essential method for validation. Including UAT as a crucial component of your Salesforce testing strategy allows end users to confirm the project’s compliance with business needs and facilitates increased adoption.

Best Practices for Successful Salesforce UAT

  • Form a UAT team comprising actual end users:

To ensure the effectiveness of Salesforce UAT testing, it is essential to involve actual end users rather than relying solely on a group of consultants. This approach facilitates the testing of real-life scenarios and enables business users to familiarize themselves with the system before its wider adoption throughout the company.

  • Establish clear priorities for addressing issues:

Having a well-defined set of acceptance criteria, along with clear indications of severity and priority, can prevent unnecessary delays in the release of an application. All stakeholders must have a clear understanding of which issues are classified as business-critical and require immediate attention, as well as those that can be deferred for later resolution. On the other hand, test automation for enterprise is also a very crucial factor.


A successful Salesforce UAT program can result in the early identification of bugs and improve user adoption. By conducting UAT, business users have the opportunity to familiarize themselves with the new system and understand how it can simplify their tasks and enhance their job performance. To optimize efficiency, it is recommended to equip your UAT team with an automated feedback tool that can streamline manual activities like issue reporting and tracking, enabling time savings. On the other hand, Opkey fulfils all kinds of Salesforces testing needs. Opkey can help you to save time, effort and money for application testing. It enables 10times faster testing, 90% reduction in risks, 75% IT cost savings, making Salesforce developers more productive. 

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