Minimizing risk and maximizing stability with regression testing
The client is a large nonprofit organization utilizing Salesforce for various business processes, with multiple customizations integrated across their system. They rely heavily on their CRM for business-critical functions, including workflow automation, reporting, and third-party integrations.
The client needed to ensure that new customizations and updates to their Salesforce system would not negatively affect existing functionality. They required a methodical testing approach to guarantee the stability of critical features and integrations, as well as improve communication and efficiency between their development and QA teams.
We implemented a structured regression testing approach tailored to the client’s complex Salesforce environment. By focusing on both manual and automated testing, we ensured that legacy features remained unaffected by updates and new integrations. We also facilitated closer collaboration between the development and QA teams to prioritize critical tests and improve the overall testing process.
Customizations often conflicted with legacy features, making it difficult to ensure that new updates would not disrupt existing business processes.
Salesforce systems with extensive custom code, workflow rules, and integrations made manual testing tedious and time-consuming, while ensuring complete test coverage for business-critical processes.
Third-party integrations, including ERP and marketing platforms, were frequently impacted by API changes, leading to potential breakdowns in functionality.
A lack of communication and alignment between the development and QA teams resulted in missed testing priorities and delays in identifying areas of risk.
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We identified all key legacy features and developed a comprehensive set of test cases to verify their stability after each update. This structured approach ensured all essential modules were tested before releasing any updates.
For the complex and highly customized system, we conducted manual regression testing to validate custom code, Apex triggers, and integrations, ensuring that these features remained unaffected after new updates.
2- 3
We created a centralized repository to store all test cases and track their evolution. This allowed us to maintain up-to-date tests for every feature and integration and ensured no critical modules were overlooked during testing.
We facilitated regular meetings between development and QA teams to better understand new features and identify which areas were most at risk, improving test prioritization and reducing the risk of missed issues.
4- 5
To save time and resources, we automated repetitive tests like field validations and basic UI checks, allowing manual testing to focus on more complex scenarios.
- Reduced Risk of Breaking Critical Features: Our structured approach decreased the likelihood of breaking legacy features by 80%, ensuring that core business functions remained stable and uninterrupted after every release.
- Fewer Production Issues and Faster Resolution: By thoroughly testing custom features, the number of production issues related to broken functionality dropped by 70%. Moreover, issues that did arise were resolved 30% faster due to early identification during testing.
- Streamlined Salesforce Release Process: Despite the need for manual testing, our process allowed us to accelerate the release cycle by 50%, enabling faster delivery of new features and customizations to the client.
- Improved User Experience and CRM Stability: Regression testing led to a 90% improvement in CRM stability, significantly reducing disruptions and ensuring that day-to-day operations ran smoothly without major system failures.
