salesforce course

Salesforce is a CRM platform that is also cloud-based. CRM means Customer Relationship Management. It is used to supercharge every part of the company especially the parts that interact with the customer directly. It includes commerce, marketing, service, salesforce online training etc. For different services, different clouds are provided. For example sales cloud for a sales team, marketing cloud for a marketing team, etc. It offers a variety of SaaS and PaaS. It provides various software solutions and mostly a platform for users and developers to develop and distribute custom software.

Features of Salesforce

Interaction Management:

The action of client, contact specifics plus their history to be observed and account deliberations etc. are handled in this feature. Overall, it involves data management related to the customer.

Appointment:

The marketing team has been intended for a client in numerous campaigns to be fixated on making adapted contact. Sales alarms based on the grade of appointment with a client in an actuality.

Collaboration in Sales:

It involves closing a contract based on client queries and responses for finding authorities. In a nutshell, it deals with a supportive effort to include an entire squad in the deal and make it work.

Occasion’s Management:

It provides the particulars of the products from occasion to occasion and citation involved in the agreement. While in short, it accomplishes all the statistics that help in recognizing, progressing and concluding a transaction.

Performance Management:

This aids in improving the presentation of the sales crew. This delivers a metric-based aim setting, and its response and prizes.

Lead Management:

Following the leads in progress is a tedious task but is necessary for enhancing movements across all channels. It helps in that too.

Partner Management:

To structuring a community with associates for serving the connectivity in a straight line with channel associates for sharing aims and events, it plays an important part.

Workflow:

Later to mechanize the business procedures, visual scheming is used here. For drag-drop choices, the interface will offer the conniving the approval course with deal reductions and expenditure management, etc.

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What is ServiceNow?

Servicenow is ITSM i.e. IT service management platform that delivers service organization software as a facility. It concentrates on IT services administration which also includes IT operations supervision along with business management. It has a wider range of functions. Typically, it is useful for mid-sized and big companies however it could be to other business requirements of every specific enterprise separately. Furthermore, it is also cloud-based, and that makes it accessible.

Features of Servicenow

Programmed Testing:

The Programmed Testing structure makes use of computerized authentication trials to allow users fast-tracking requests into the invention and refute risks for novel apps while concentrating on functionality. Programmed testing eliminates the necessity for the distinct test files or the requirement to execute rollbacks for maximum time.

Scripting:

It makes use of tests that reflect user activities devoid of any scripting by initializing a form, authenticating field values, submitting a form, etc. Though, extra server-side scripting could also achieve complex operations using JavaScript.

No Integration:

It’s a solitary, integral tool and not just a collection of several platforms consequently, there’s no requirement of maintaining integrations. It has a mobile as well as the browser version.

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Difference Between Salesforce And Servicenow

Following table displays some of the dissimilarities of these two platforms:

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Salesforce And Servicenow

Salesforce is the world’s first cloud-based CRM system. It was founded by Marc Benioff and Parker Harris in March 1999. The purpose of developing this CRM platform is to help users affordably and easily sell, service, market, analyze and connect with their clients.

SFDC(SalesForce Dot Com) has many standard features that help you to manage the relationship with prospects and customers. It also allows you to engage and collaborate with employees and business partners to store their data securely in the cloud.

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What is SalesForce Testing?

A great thing about Salesforce online training is that many of the out of box features can be customized to suite a company’s need.

Salesforce testing is a validation of the configuration and customization performed in vanilla SDFC.

The challenge is to ensure that a tester is checking the code which has been customized in place of testing built-in salesforce functionality.

Salesforce CRM is built on a platform development language called APEX. It also provides many built-in unit test case for developers to validate their code.

Why Salesforce testing?

Here, are prime reasons behind conducting salesforce testing:

Allows you to check that configuration and code are functional.
Helps you to verify that the finished system can support the client’s business processes
Helps you to confirm that the system’s initial build meets the agreed requirement
Helps you to catch problems early, while they’re easy to fix
Functional flows report based on the status of test cases. This allows the team to create the functional flows to know the functionality of the application
Process builders feature helps you to check the working condition and behavior of the system
Workflows allow you to check the functionality of time-based events

Types of Salesforce Testing

Manual Testing:

The manual software testing process includes the testing of the Salesforce.com App by using traditional methods. QA team can use manual testing can be used to execute functional testing, happy path testing, integration testing, regression testing, and system testing.

Automated Testing:

Automated testing involves a computer program to test a Salesforce .com or Force.com app. Automated testing tools like Selenium online training, Assure Click, QTP, etc. are used.

Levels of Testing in Salesforce

Following levels of Testing usually, apply to Salesforce

Unit Testing

Unit testing process is conducted by Apex developers. It involves writing clauses in their code which automatically tests its coverage
It helps you to evaluates how many records of data are effected, so that the code would successfully run on in that environment.
To deploy Apex code into a Production environment your code coverage ratio should be minimum 78%

System Testing:

It is performed by an expert team of Salesforce consultants
Involves testing system’s technical processes from beginning to finish
Involves test script based on specific outputs
It allows you to troubleshoot a problem with automated rules in the system like workflow, validation, assignment, etc.

UAT Testing:

It Is conducted by the users who will use the application
Allows to tests the system’s ability to support the business processes
UAT testing following a test script based on what happens in the business
The desired output should be that the client confirms that the system is fit for purpose

Production Testing:

It is a repeat of system testing in the Production environment
Product testing in salesforce allows you to test whether config and code have been correctly deployed from sandbox to production environment or not
If there is time left before the final project launching, then the client should run through UAT scripts again post-deployment

Regression Testing:

The main object of Regression testing is to test whether code and config releases is affecting existing user processes of the system
It will be conducted once an enhancement or a fix is deployed to production.
The user provides a list of changes which may impact their current process

Salesforce Testing Process

The testing process of Salesforce online training in Hyderabad is the same as any normal web-based application. The tester should have a clear perspective of the customizable features which are built during the test process. It helps them to focus on that customized code instead of the built-in Salesforce features.

Developer and tester should use the Sandbox environment (Test Environment) for each of their purposes. Tested code in a Sandbox environment is deployed to production from the Sandbox environment. It is assumed that the QA tester has the basic knowledge and understanding of the terms used in the Salesforce.

Salesforce Testing challenges:

Salesforce testing is not an easy process. There are many challenges that were faced during the process by the tester. Some of them are:

It’s not an easy task to test advanced features like Visualforce, Salesforce or Service Cloud Console.
You need to recreate all your classic tests for the Lightning UI
Some of the standard functionalities although not in use, can’t be removed
GUI tests don’t work when we switch to the test environment
Automated tests should able to work in all your test environments
Issues occur while creating field locators for the Salesforce screens because some field IDs differ between Organizations

Best practice for Salesforce testing

Run tests as real user profiles
Test Data should be prepared for validating the reports functionality
The testing method must include functional testing, UI testing, regression testing, and system integration testing
The dynamic nature of visual force pages should be paid special attention as all the elements of a webpage may not be loaded simultaneously
Automation testing should be performed using tools like Selenium online training Hyderabad and HP Unified Functional Testing
Salesforce tester should consider which include positive and negative flows
Users role must be constructed and tested using Workflows

Roles and Responsibilities of a Salesforce Tester

Important roles and responsibilities of Salesforce testers are:

Should be able to conduct Smoke Testing to make sure all the major functionalities are functioning as per requirement
Create both positive and negative Test Scenarios
Able to perform Equivalence Partitioning and Boundary Value Analysis
Testers are also needed to work on the application and gain the understanding of its functionality to create a functional map
A tester should have an easy communication channel with the development team
He should understand the customizable features which can be built for the Salesforce app
The tester needs to execute role-based test cases to ensure the consistency of data
He should also perform compatibility test in case Salesforce integrated with third-party applications
A Salesforce tester should be familiar with load testing tools like JMeter to validate the complex flows which can offer inconsistent results in Salesforce CPQ training.
Knowledge of Apex

SalesForce Test Automation Tools

Performing automated functional testing in SalesForce is a challenging task as most of the test web pages are dynamic. Therefore, the tester needs to build a robust automation framework to which should be useful not only today but also in the future.

Below, given are widely used Salesforce testing tools:

Selenium webdriver
HP Unified Functional Testing (UFT)
Cucumber
Force.com IDE (Eclipse-based)
Change Sets (Cloud Deploy)
Ant/force.com migration tool
Workday

Reasons for using testing salesforce testing tools:

Helps you to saves 75% of your time and 25% of your test automation costs
Offers better Apex Test Execution, detailed test coverage, and class coverage reports
You can take advantage of industry-leading automation tools like Selenium and JMeter.
Auto-generate test scenarios to run for different environments and multiple browsers
Seamlessly record and playback your recorded test cases
Helps you to automate all types of pre- and post-deployment tasks
Salesforce testing process separate data from test script and allows you to enhance with multiple datasets

Sample Salesforce Test Scenarios

You can capture the contact information of the lead/client
Contacts can be marked active/inactive
Any company can be marked as Customer or Prospect
Leads can be captured with the help of web forms
Price in Quotation cannot be zero
Email should be sent once the deal is closed. Bounced emails if any should be handled
Integration with third-party software should be working properly
Billing services should work as expected
No duplication of records in contact, opportunity, and lead management.
The mobile workflow works as expected
Unauthorized users must not have access to Files.

Salesforce Testing: Client Challenges

Clients are always nervous about Salesforce online training in India testing because they may not know how to conduct it properly. As a result, they have a myth that is very much distinct from reality.

Can I switch on to Salesforce testing in Salesforce from manual testing?

To get medical coverage via Salesforce, but the health care reform law requires you to cover it, so check the options to find the best plan and the best price of Salesforce online training health insurance. It is very important to review all the necessary information. When you prefer to skip the doctor's office, insurance companies offer virtual tours. With this service, you can see a doctor certified by the board at any time and in any place, without waiting, without an appointment. Doctors are available 24 hours a day, 7 days a week through your mobile device or computer to help you with minor health problems such as colds and flu, allergies and common infections.

Basis for Salesforce in Healthcare

To support healthcare consumers’ activities, there is Salesforce work design for health care and life science institutions. According to the latest revision, a minimum of 83% of health administrations are using the cloud and 9.3% want to do so in the future. Salesforce improves the fundamentals of health services, leading patients and helping providers.

1. The customer's first idea

The customer always comes first it is the oldest marketing rule oldest and same as in health industry patients are clients. To improve the personnel medical interact with patients prior, during care, a health care organization can present a solution like Salesforce certification in Health and Life Sciences, which offers a new method of interaction with patients and with the consumers.

2. Personalized activities

Researchers said that every year $ 250 billion is spent on processing 30 billion medical transactions. Salesforce makes it possible to use and issue customized prescriptions and apply the medical process to healthcare consumers. This ensures that every customer has their own customized care and service.

3. Innovation on medical devices

Medical device companies need to be with the latest emerging technologies available. Salesforce enables all companies to make innovative devices. The goal of doing innovation on medical devices is only to provide or to improve the quality of life. By this Salesforce trailhead in Healthcare and Life Sciences achieved the objective and patient satisfaction scores can be improved

Analytics and important data is collected owing to and used to improve the service provided to the patients. According to reports among the mistakes made in medical organizations, almost 80% are made by the administration. salesforce healthcare and Life Sciences Institutions is designed to lower that number to as close to zero as possible.

4. Analytics and data management

Every industry needs to be an up-to-date and accurate product in order to improve sales. In healthcare, you can improve only those areas where patients are not comfortable. Reports said that a majority of 80% of mistakes are made in medical organizations from the administration. Salesforce in healthcare and Life Sciences Institutions is planned to lower that number to as near to zero as possible.

Salesforce online training in Hyderabad is developing a new tool as part of its Health Cloud platform to support hospitals and detect the insurance environmental and social problems which can influence a person's health.