Best practices: User Acceptance Testing (UAT) for Salesforce Customization Projects

Salesforce ecosystem has grown rapidly among industries, and its maturity is a continuous process. With Salesforce evolving, the solution can become more complex, making quality assurance more important than ever. This is the reason that Salesforce professionals give ample attention to user acceptance testing. When working on Salesforce customization projects, it is important to ensure that solution is free from errors and ready to be used. 

When adopting a new Salesforce solution, the key stakeholders must evaluate it. They should provide timely feedback on the overall user experience and if the solution is exactly what they required. To do so, following the best practices of user acceptance testing is important for Salesforce project success.

Best Practices for User Acceptance Testing for Salesforce Projects

For any Salesforce customization project, if UAT is not planned and executed right, it can lead to a huge loss when the solution doesn’t work as expected. So the Salesforce team needs to follow the following best practices to ensure a successful testing process. 

1. Assemble an Experienced UAT Team

It is important that the testing should be carried out by the people who would be the super users of the solution. These users have to learn the use of the system before it is adopted by the complete organization. 

The selected testers will be the mentors who’ll train the other potential users. So these testers must be picked carefully. Make sure the testers picked are good with critical thinking and can even train others confidently. 

2. Pick the Right Feedback Tools

The feedback acquired from UAT testing should be documented, with issues explained in a way so that when it is passed to developers it should be unambiguous.

To save time, the UAT team can use suitable feedback tools that can automate and streamline manual tasks like reporting and tracking issues. Such tools allow centrally providing feedback online so the right people can access it. 

3. Train UAT Testers 

Take time to give the UAT testers the right guidance and directions, so they should know to test the system. You can also encourage participants to explore the system at their level and take time to learn and evaluate it according to their viewpoint.

When the testers would know system functionalities, they would be able to explore and understand them better, making it likely to find more issues or bugs. 

4. Anticipate Possible Outcomes

When it is about user acceptance testing, you should always be prepared for any possibility. As more users evaluate the Salesforce system, it is likely to achieve more test case scenarios. With multiple testers, you should be prepared for a whole bunch of possible issues that need to be fixed before the system goes live. Preparing for such scenarios will save you from last-minute surprises. 

5. Keep Communication Open

Good communication between UAT testers and the Salesforce development team goes a long way. It is important to keep expectations upfront and reiterate them as the testing starts. 

Keep regular touchpoints like meetings and sessions to track the progress of testers and find out what they have explored so far. Tester communicating to developers will bring clarity of issues, making it easier to fix them.

Achieve Successful User Acceptance Testing with your Salesforce Projects

Having successful UAT testing means that any possible bugs are timely detected and fixed so you can have the final system without any errors. With a trusted Salesforce development team on board, you don’t have to worry about quality assurance at all.

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