Testing End-to-End Salesforce Flows: Web and Mobile Applications

Testing enterprise applications––especially Salesforce flows––is no walk in the park. It’s like untangling a slinky.. that’s also on fire. The initial installation of Salesforce? That’s just the welcome mat. The real fun begins with configurations, customisations, managed packages, and all those lovely third-party integrations. Add in multiple environments and organizations, and suddenly, you’ve got yourself a Rube Goldberg machine of complexity.

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Once everything’s setup, end-to-end testing has to connect all these pieces like a digital jigsaw puzzle.. And let’s not forget the multiple stakeholders––each with their own quirks––engaging with the system in ways that make it, well, more fun to test.

Why Testing Salesforce Flows is Challenging

For example, let’s say a Business Development Representative (BDR) updates customer info using a specified web application. Sounds simple enough, right? Then sales teams swoop in, accessing those updates on their dedicated mobile app integration. Easy. But here’s the kicker: this “straightforward” test case? It’s a tester’s worst nightmare... unless, of course, you’re using Copado Robotic Testing.

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The real issue is dealing with these interactions across web and mobile platforms without losing your sanity. One test case, two platforms—it’s like juggling chainsaws. But not with Copado Robotic Testing. It turns juggling chainsaws into juggling tennis balls.

Using Copado for Web and Mobile Testing

Copado Robotic Testing is your cloud-based sidekick for test development and execution. It’s  got your back whether you’re testing web apps, real mobile apps, or––wait for it––both at the same time in a single test case.

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So, how do you get started? Fire up Copado Robotic Testing and create your very own Mobile Testing Robot. You can use the iOS or Android Mobile Application Testing Accelerator to kick things off with a sample app on a real device. Once you’ve nailed that, go ahead and tweak the app to fit your own needs.

Creating Custom Test Flows for Mobile and Web

Alright, now that you’ve got the mobile testing up and running, it’s time to tackle the next step: configuring the Robot Framework. This is where we import the heavy lifters––QMobile and QForce libraries––so you can seamlessly test both a native mobile app and a Salesforce web application in one go.

Here’s the magic trick: create a new custom keyword that lets you switch between testing mobile and web. It’s like flipping a switch.

And in your test suite, whenever you need to switch from mobile to Salesforce web or back again, just invoke that keyword and let the libraries handle the rest. 

Testing Salesforce Web Applications

Once you’ve set the provider to "Web," you’re ready to fire up the Salesforce web application tests. Open your browser and get to work:

Accuracy in Mobile Application Testing

Now, for mobile testing, switch back to the mobile testing robot and continue your test case:

With this approach, you’re all set to test your Salesforce applications on iOS, Android or the web. 

Configuring Your Testing Framework for Salesforce

Now heads up: when it comes to testing mobile applications, you’ll need the mobile application binary at hand (that’s a fancy way of saying, “make sure you’ve got the app files”). Testing third-party mobile applications can be tricky –– think of it like trying to borrow someone else’s remote. You’ll need a little extra finesse to get everything just right.

Best Practices for Salesforce Web and Mobile Testing

And as you venture into your Salesforce testing journey, remember: aligning your testing strategy with Salesforce deployment best practices will set you up for success. Make sure to stay compliant with the latest data storage regulations while ensuring your apps run smoothly.