In the Salesforce development lifecycle, testing plays a pivotal role in ensuring the quality and reliability of CRM solutions. Writing test cases for custom workflows, third-party integrations, and complex requirements / configurations within Salesforce can be both time-consuming and tedious. With automation tools like Test Case Studio and the rise of Generative AI, Salesforce testing teams can achieve unprecedented efficiency in test case generation.

Test Case Studio is a popular tool that helps streamline manual test case creation across various applications, including Salesforce. This tool allows Salesforce testers to create detailed and well-documented test cases without the need for deep technical knowledge. Some of its standout features include:

• Recording user actions: Perform actions on your Salesforce application (e.g., creating an Opportunity, updating Leads) and Test Case Studio captures them as steps with corresponding screenshots.
• Easy test case editing: Refine the captured steps, add expected results, and organize your test cases.
• Collaboration features: Share test cases with your team and keep everyone on the same page.

Test Case Studio is a great option for manual testers who want to improve their efficiency and create clear, well-documented test cases.

Below is a snippet of how to use Test Case Studio for your Salesforce testing along with some tips and pointers:

1. Customize Experience: Using the controls on the top - you can customize the xPath & cssSelectors, columns to display/capture and also the verbiage of the steps.
2. Perform the actions: Move back to the Salesforce application which you are testing while this is open and navigate through the Salesforce modules you want to test and perform the actions while the tool records your interactions.
3. ‍Download & Update: You can add/modify details directly on the tool itself or even download the auto-generated test scripts and then update those. Test Case Studio can generate a csv file along with a zip file for all the screenshots.

Below is an example of my auto-generating test script with screenshots for a Experience Cloud (previously known as Community Cloud) application. Here you can see the Salesforce application that is being used along with the test case that is being auto-generated with corresponding screenshots as an when the the user takes action: 

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While Test Case Studio automates the capture of manual testing, Generative AI takes things a step further. These AI-powered tools can analyze existing Salesforce applications, its domain level challenges, specifications, and user behavior to generate test cases automatically to cater to the Salesforce industry and ecosystem.

• Increased coverage: AI can identify edge cases and scenarios that testers might miss, leading to more comprehensive testing. The skill to identify edge cases as a QA comes from years of experience, but since Generative AI  has been trained on a large set of data and is up to date with recent changes to the industry, it can increase coverage across different Salesforce clouds (e.g., Marketing Cloud, Commerce Cloud).
• Improved efficiency: Generate a large number of test cases for complex Salesforce processes (e.g., Approval flows, custom apex code) in a fraction of the time it would take manually.
• Reduced bias: AI-generated tests are based on historical data and comprehensive analysis which are less prone to human biases, leading to a more objective assessment of the software.

• Training data: The quality of the AI's test cases depends on the quality of the training data it receives.
• ‍Human oversight: While AI can generate a vast number of tests, human testers are still needed to review and prioritize the data.

• Generative AI like ChatGPT, Gemini, etc. can be used to analyze and generate test scripts out of a given requirement. For more information and how to’s, refer to our blog: Enhancing Salesforce testing with AI: How LLMs can supercharge your CRM projects
• Some tools and  integrations are already available that utilize these Generative AIs to directly build test cases automatically from Salesforce user stories or requirements stored in the Jira project, some of which are:
  • Jira has plugins/integrated apps as part of which you will see a button to generate test cases using Generative AI. Ex:
    • AI Test Case Generator 
    • AgileTest
  • There are tools which will take prompts as input to generate Salesforce specific scenarios, test cases, code, etc. and even execute them automatically. Ex:
    • testRigor
    • Katalon

Example: You could input "Create a new Opportunity and validate the Discount field calculation" into a Generative AI tool, which would automatically generate a test script that accounts for different discount scenarios, record types, and error handling in Salesforce.

Here is a snapshot of Jira Integration of script generation using Generative AI tools:

Here is a snapshot of a script generation and execution tool using Generative AI tools:

Test Case Studio and Generative AI are not mutually exclusive. In fact, they can be used together to create a powerful Salesforce testing workflow. Here's how:

1. Use Test Case Studio to capture the core functionality of your Salesforce application through manual testing.
2. Generative AI can expand on these manually captured test cases by generating edge cases, integrating API tests, or creating tests that validate third-party integrations in your Salesforce Org.
3. Combine both AI-generated and manually created test cases, review for accuracy, and prioritize them based on the most critical Salesforce workflows (e.g., Opportunity lifecycle management, CPQ integrations).

This combined approach ensures a balance between manual expertise and AI-powered efficiency, covering all aspects of the Salesforce ecosystem.

*While some of the tools mentioned above already integrate automated testing and AI  - testRigor, Katalon - some of these solutions might have a subscription cost.

AI's role in Salesforce testing will evolve rapidly, offering several future possibilities:

• AI-powered Predictive Analysis: AI could help identify defect-prone areas within a Salesforce Org based on previous test results and usage patterns, helping teams focus on high-risk areas during regression cycles.
• ‍Self-healing Automation Scripts: AI-driven systems could detect changes in Salesforce metadata (e.g., after an update to the data model) and automatically adjust test scripts, minimizing maintenance overhead.

Test case generation is a critical component in ensuring the success of any Salesforce implementation. By combining tools like Test Case Studio with the power of Generative AI, teams can streamline the process, increase test coverage, and enhance overall efficiency.

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