The salesforce quality assurance evaluator: the ambassador of customer needs

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Let's start with an elementary question: do you consider quality important in your company? The answer is obvious, affirmative and unanimous.

However, in many organizations, quality control is relegated to the final phases of projects, excluding its participation in the early stages where quality is mostly ensured. Some even prefer to hire external personnel for its evaluation. Although it is not a fatal error, the truth is that it is not the best practice. Quality control is such a sensitive process in an organization that outsourcing it runs the risk that these agents will not be able to fully commit. Do you want to know why a Salesforce quality evaluator is essential? Continue reading, because in this article we will tell you the most important things about this role, its functions and skills.

What is a QA Tester in Salesforce?
Salesforce Quality Assurance Testers can be considered ambassadors for customer needs. Ideally, they are part of the development team throughout the software lifecycle, ensuring that the implemented solutions fully meet the end-user requirements. To do this, they maintain a conciliatory balance between the clients and the development team. They are often closer to the interests of the clients than to those of the development team, which can cause some internal friction.

Also known as analysts, testers, or QA engineers, they possess turkey whatsapp lead skills in performing testing methods on different versions of Salesforce, both standard and custom. They must design, write, scale, and maintain complex testing frameworks. In addition, they perform non-functional requirements analysis and technical designs, translate functional requirements into test cases, identify defects, and propose their solution.

This is achieved through a full understanding of the software's functionality, an empathetic stance towards customers, and the ability to work closely with developers and other stakeholders to reduce errors - all for the ultimate, long-term benefit of all involved in the process.

One of the most appreciated features of Salesforce is its high level of customization, integration and updateability. But beware, this can affect the standard use of the CRM. Basically, a new update can break the system's functionality, affect users and tarnish your company's reputation. In this scenario, Salesforce's quality assurance is essential.

QA Tester Roles in Salesforce
A good quality control evaluator must be one step ahead of possible failures, with a markedly preventive approach and a high culture of detail. The essence of this role lies in analyzing the system in detail, throughout its life cycle. This ensures that end customers detect the minimum number of errors and imperfections. If we know how the occurrence of errors is distributed by phases, we can deduce in which phases the participation of the quality assurance officer is most convenient.

Error rate of a software during its cycle
Since errors occur in descending order throughout the life cycle, it is advisable for the quality evaluator to be part of the team throughout the process. This allows them to communicate clearly once the errors have been identified, along with proposed solutions to correct them.

More specifically, its functions can be summarized as:

Test case design

Test cases are the set of actions executed to verify the functionality of the system. They should include real user profiles and stories, acceptance criteria, and any other information necessary to test the system and ensure that it meets the user's overall requirements. The types of tests for quality control in Salesforce are: UAT (User Acceptance Testing), production, regression, load, security, functional and integration tests.

Collaboration

Internal tensions are likely to arise between testers and developers, as the former oversee the work of the latter, bringing to light their errors and imperfections. However, professionalism, mutual respect and empathy for clients must prevail within the team. Only in this way will a collaborative environment be achieved that fosters productivity, creativity and organizational success.

Generating feedback reports

Reports are part of the feedback cycle between testers and developers. In these, testers must enhance valuable comments, those that refer to problems, ways of tracking errors and tests performed. The shorter this feedback cycle is, the faster errors are resolved, therefore, increasing its usefulness in agile methodology processes where it can participate in each iteration.

Design review

They seek to closely examine the functional requirements and specifications of each design, all with the aim of advising the development team, business analysts and the entire company.

Detecting security vulnerabilities

Reducing risks and failures is a priority for any organization when releasing a new update or integration. Testers learn to recognize the signs associated with a potential security vulnerability.

Developing automated tests

Development doesn’t stand still. Automation, AI, and modern enterprise technology have radically changed the resources and tools of QA testers. Instead of running as many tests as possible manually, they now coordinate efforts and resources to identify which test cases and under what conditions automation will improve results. Automation is especially useful for long-duration, repetitive testing.

Is the QA Tester role essential in Salesforce?
Let's ask ourselves another question: what is the cost of a mistake? And when we talk about cost, let's not only consider the cost in financial terms, but also in terms of the security and image of the organization. There are companies that have gone bankrupt because of a single mistake.