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Optimizing Salesforce: The Comprehensive Guide to UAT and Top Tools for Success

Salesforce is the world’s leading customer relationship management (CRM) platform, and there is no doubt about this. Furthermore, it provides numerous advantages, such as a better understanding of customers and their satisfaction. However, businesses look to ensure the quality of Salesforce applications, and testing plays a crucial role.

Since Salesforce is a complex application with customization capabilities, bugs will likely occur. The goal is to identify them and fix them. UAT Salesforce is an essential testing type that helps QA. In this blog, we delve deeper into Salesforce UAT, its best practices, and top tools.

Understand UAT in Salesforce!

UAT Salesforce is a little different from UAT testing in general. Let’s start covering UAT testing in general. In UAT testing, end users evaluate the system’s performance and ensure it works as intended. Moreover, this is also known as beta or end-user testing and is conducted in the final phase of the development cycle.

UAT testing occurred in an environment similar to a live production environment. On the other hand, UAT Salesforce is a process to confirm or deny the different versions of CRM that will meet your needs. It is essential to include end-user testing, as it aids in getting familiar with your business needs. 

How Does UAT Salesforce Different from Functional Testing?

UAT Salesforce and functional testing mainly focus on the application’s intended functionality, but there is a slight difference between them. UAT involves denying or accepting the version of CRM that will suit your business needs. On the other hand, functional testing focuses on functionality and user demand. Functional testing ensures that technical functionality works correctly.

Best Practices for Successful Salesforce UAT

Create a UAT Testing Team

Establish a dedicated team responsible for UAT. Ensure team members come from various departments using Salesforce to capture different perspectives. The team involved in UAT Salesforce will provide constructive and unbiased. 

Train Your Team

Provide comprehensive training on the UAT process and the functionalities of Salesforce being tested. This will empower the team to conduct thorough testing and accurately identify issues.

Be Flexible

UAT is an iterative process. Be open to feedback and changes during the testing phase. Based on user feedback and observations, changes might be necessary, so flexibility is key to refining the system for better adoption.

Maintain Clear Communication

Open and consistent communication among team members, stakeholders, and the IT team is vital. Clearly define the objectives, testing criteria, and any issues found during testing. Utilize collaboration tools and regular meetings to keep everyone informed.

Choose the Right Testing Tool

Select appropriate testing tools that align with the UAT process and the Salesforce platform. Test automation, bug tracking, and user story management can streamline the testing process and improve efficiency.

Top UAT Tools!


Opkey is a codeless test automation tool platform that is very easy to use. It helps your QA team to participate in UAT and conduct the testing to get the intended results in hours. It helps organizations to automate the testing process, saving resources and time. It comes with thousands of pre-built test cases across various ERPs that reduce the test creation time and aid faster software development.

Moreover, Opkey incorporates new technologies, like AI and NLP, to provide well-informed decisions. These technologies provide self-healing test cases. So, in case of any update or change, these technologies aid in modifying test cases.

Atlassian Jira Software

Jira is a well-known, powerful project management tool that is highly customizable. It supports various business requirements, test cases, and assigned tasks, which are widely used by agile teams. Furthermore, it supports issue tracking, project management, and bug tracking. For UAT, Jira allows teams to create test cases, manage user stories, track bugs, and collaborate effectively. Its flexibility allows users to adapt it to fit their UAT process.


Testim is an AI-based test automation platform that offers a codeless approach to test creation. It leverages AI to identify and automate test cases without scripting. Testim simplifies the testing process, making it more accessible for non-technical users to create and execute tests. It’s particularly useful for UAT scenarios requiring extensive testing by non-technical team members.

Tricentis qTest Platform

Tricentis qTest is a comprehensive test management platform that covers various testing types, including UAT. It provides robust test case management, execution, and reporting functionalities. This platform allows teams to design, organize, and execute test cases specific to UAT. It offers integrations with various tools, ensuring a collaborative environment for testing and comprehensive reporting.


PractiTest is a test management tool with a user-friendly interface. It provides comprehensive test case management, requirements coverage, and real-time insights into testing processes. This platform enables the management and execution of UAT scenarios with clear visibility into test coverage, progress, and results.

Concluding Remarks

Various businesses use Salesforce for their day-to-day operations. However, every business has different requirements and needs. So, UAT Salesforce becomes essential for businesses to verify their requirements.

Opkey is a no-code automation platform that helps you perform UAT and get the most out of Salesforce. Moreover, it allows businesses to perform various testing, including UAT. 

Visit Opkey’s website and perform UAT Salesforce. 

About the author

Jack Reuben Fletcher

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