Identify Requirements and Use Cases Understanding User Needs When it comes to testing a Salesforce CRM application, the first step I always take is to really dive deep into understanding what the users need. I spend time talking to end-users—salespeople, customer support staff, and maybe even some of the executives. Their insights are invaluable! You’ll […]
Understanding CRM and Unit Testing What is CRM? Customer Relationship Management, or CRM, is a strategy that businesses use to manage interactions with their customers and potential clients. The goal is pretty straightforward: improve relationships, which ultimately drives sales growth. I’ve seen firsthand how a solid CRM system helps in maintaining customer data, tracking interactions,
Identify Business Requirements Gather Key Stakeholders Before diving into testing Salesforce CRM, I found it really helpful to gather key stakeholders from the business side. This means connecting with managers, sales agents, and even customer service representatives. They all have different insights and experiences that can shape how we develop our tests. In my experience,
Plan Your Testing Strategy Understanding Requirements Before diving into the testing process, it’s crucial to have a solid grasp of what you’re testing. I’ve learned that understanding the project’s requirements can highlight specific functionalities that need attention. Grab those documentation files or user stories and familiarize yourself with them. Knowing what success looks like will