#salesforce deployment checklist
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minusculetech · 5 months ago
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testforce-insights · 11 days ago
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Mastering the Test Cycle with Provar
If you're part of a QA team, dev team, or anyone in the business of delivering high-quality software, you've probably heard the term Test Cycle more than a few times. But what does it really mean? And how can you manage it better—especially when you're working with Salesforce and complex release pipelines?
Let’s break it down in a way that’s easy to follow and (hopefully) stress-free. Whether you're manually tracking test cases or using automation tools like Provar, understanding your test cycle can mean the difference between a smooth release and a post-deployment nightmare.
What Is a Test Cycle, Really?
At its core, a Test Cycle is just a fancy way of saying: “Here’s the group of test activities we’re doing for this version, sprint, or release.” Think of it like a checklist, but way more structured. Every time your team pushes out a new update, feature, or integration, you go through a test cycle to validate everything is working as expected.
A typical test cycle includes:
1. Planning what to test
2. Designing the test cases
3. Executing the tests
4. Tracking and fixing bugs
5. Retesting, and
6. Reporting on everything
The cycle might sound linear, but in reality, it’s more like a loop—especially in Agile environments where testing happens continuously.
Why Test Cycles Matter (More Than You Think)
A lot of teams overlook just how crucial a test cycle is. Sure, we all want to test, but without a well-managed cycle, you’re flying blind. You don’t know what was covered, what passed or failed, or even if the current build is safe to deploy.
Here’s why managing your test cycle matters:
1. It improves coverage. You know exactly what’s being tested and what’s not.
2. It makes collaboration easier between QA, dev, and product teams.
3. It gives clear visibility to stakeholders.
4. And most importantly—it helps catch bugs early, before they snowball into bigger issues.
The Six Stages of a Test Cycle (Explained Simply)
Let’s walk through a standard test cycle step-by-step—but we’ll keep it simple and real-world.
1. Test Planning
This is where the team asks: What needs to be tested in this release?
You identify the scope, the test objectives, test environments, and the timeline. In Provar, this is where you can organize tests into suites based on user stories, risk, or functionality.
Pro tip with Provar: You can tag and categorize tests to match your sprint goals, so you’re not wasting time running unrelated scripts.
2. Test Design
Now that you know what to test, it’s time to design how you’re going to test it. This includes writing test cases or generating them with automation tools. With Provar, this gets a major upgrade—you can auto-generate test cases based on metadata, user stories, or past behavior using Provar AI. It saves tons of manual effort and reduces human error.
3. Test Execution
This is where the action happens. Your test scripts run—manually, automatically, or both—and results start coming in. With Provar’s automation engine, this step is scalable. You can execute tests across different environments, browsers, and Salesforce orgs, all while tracking pass/fail results in real-time.
4. Bug Tracking & Reporting
Spoiler alert: not all tests will pass the first time. That’s okay—this stage is about logging those bugs and making sure they get assigned, tracked, and fixed. Provar integrates with tools like Jira, so defects found during testing can be automatically linked to stories, making it easy to communicate with developers.
5. Retesting & Regression
Once the bugs are fixed, it’s time to rerun those failed test cases and also double-check that nothing else broke in the process (yep, regression testing). Provar helps here too—you can reuse test assets and schedule regression suites to run overnight or during code check-ins.
6. Test Closure & Reporting
Finally, you wrap it all up. You check coverage, generate reports, and review the results with the team. Did you meet your quality goals? Were there high-severity issues? With Provar’s built-in dashboards and test cycle reporting, you can present clear, actionable metrics without manually building slides.
The Role of Automation in a Test Cycle
Managing a test cycle manually is possible… but let’s be honest—it’s exhausting. It can drain resources, delay releases, and overload QA teams with repetitive tasks. That’s where automation comes in—not just as a time-saver, but as a smarter, more scalable way to handle testing from start to finish.
Automation helps reduce the heavy lifting, improve accuracy, and free up your team to focus on higher-value work like exploratory testing and strategy. With Provar, automation is embedded into every stage of the test cycle.
During the planning phase, manual setups can be time-consuming and disorganized. Provar solves this with pre-built templates and intelligent tagging that streamline test organization right from the start. In the design phase, writing every test case by hand becomes repetitive fast. Provar’s AI-powered test generation accelerates this process by automatically creating test cases based on metadata and requirements.
As you move into test execution, manual testing is often limited by human availability and device access. Provar allows you to schedule test runs, execute them in parallel, and scale across environments—saving countless hours. When it comes to bug tracking, many teams rely on manually logging issues and exporting data. With Provar, those defects are automatically captured and integrated with tools like Jira, Azure DevOps, or even Slack for seamless collaboration.
In the retesting stage, rerunning failed tests manually can drain time and morale. Provar makes it easier by allowing teams to reuse existing test cases, rerun only what’s needed, and track changes efficiently. Finally, in the reporting phase, many teams still struggle with spreadsheet chaos and last-minute status updates. Provar replaces that with real-time dashboards, clear metrics, and exportable reports that make stakeholder communication a breeze.
In short, automation enhances every part of the test cycle—and with Provar, it’s not just easier, it’s smarter.
Provar’s Take on Smarter Test Cycles
At Provar, we know that testing isn’t just a checkbox at the end of development—it’s the engine that drives quality. That’s why our platform is built to support the full test cycle, from planning to closure. With our native Salesforce integration, drag-and-drop UI, and support for DevOps tools, you can shift testing left, keep it in sprint, and get feedback faster than ever before. No more post-sprint bug hunts. No more outdated spreadsheets. Just consistent, scalable testing—backed by automation and designed for your team’s success.
Common Test Cycle Challenges (And How Provar Solves Them)
Let’s be real—test cycles don’t always go smoothly. Here are a few common problems and how Provar helps tackle them:
Poor Test Visibility
Problem: Teams don’t know what’s been tested or what failed.
Solution with Provar: Use test dashboards to get real-time insights into test results, execution coverage, and open defects.
Manual Overload
Problem: Too much time spent writing and re-running test cases.
Solution with Provar: Use Provar AI to auto-generate test cases and run them across orgs with minimal effort.
Disconnected Tooling
Problem: QA, dev, and product teams use different tools that don’t talk to each other.
Solution with Provar: Integrate with Jira, Git, CI/CD, and Slack to keep everything—and everyone—in sync.
Conclusion: Build Better Test Cycles with Provar
A well-run test cycle isn’t just good practice—it’s essential for delivering stable, high-quality releases. Whether you're testing a new Salesforce update or launching a critical feature, your test cycle is the backbone of software quality. With Provar, you get a test automation platform built specifically for Salesforce, designed to support every step of your test cycle with clarity, speed, and intelligence. From smarter planning to faster execution, Provar empowers your team to ship with confidence. So the next time you're planning a sprint or prepping a release, don’t just go through the motions. Rethink your Test Cycle with Provar—and see how much smoother quality assurance can really be.
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saleforce · 2 years ago
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9 tips to maximise your CRM implementation using the Salesforce implementation checklist
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Success resources The greatest method to boost your sellers’ productivity and efficiency and help them advance is to install Salesforce. Businesses all over the world use Salesforce Consulting Companies and other CRM platforms to gather, store, and accumulate enormous volumes of sales data that can then be accurately used to enhance focused sales activity and boost revenue growth.
Common CRM issues Numerous difficulties, like slow onboarding, time-consuming processes, and disjointed workflows, can arise from the complicated architecture of smart platforms like Salesforce. These issues may jeopardise your CRM system’s ability to increase productivity, have a negative effect on your sellers, and slow down your sales velocity. However, with the appropriate strategic implementation, firms may achieve all of their objectives while making the most of priceless CRM software.
Salesforce is a very detailed and complex platform, especially for firms with a lot of customers and no prior experience. It requires weeks or months of setup effort in addition to the original purchase in order to fully realise the benefits.
A comprehensive checklist for using Salesforce To help you make the most of your CRM, we’ve developed a 9-step Salesforce deployment checklist.
1.Goal-setting Understanding why you are using Salesforce and CRM solutions in the first place is the first thing you need to accomplish when deploying them. You can set clear, quantifiable goals by asking yourself the following questions:
With your Salesforce implementation, what do you hope to achieve and why? What specific issues do you expect Salesforce will help you with? What problems can Salesforce specifically help with? Your objectives should all be doable, attainable, and measurable. The SMART framework, which assists you in defining specific, measurable, achievable, realistic, and time-bound goals, is the ideal way to accomplish these goals.
The easiest way to break down specific project goals into manageable, cross-departmental units that can be easily accomplished is to use this framework.
2. Examine implementation dangers There are some installation risks, just as with any CRM solution. There will be bumps on the road, and firms should plan for them and make every effort to stay clear of them.
The following are the main dangers of implementing Salesforce CRM:
wasting time on pointless things that don’t further the main objectives gradual adoption User-unfriendly solutions
3. Select your target audience. To ensure the continued success of your sales teams, it is essential to identify the ideal end user for your Salesforce implementation.
Cross-functional team collaboration will be streamlined by determining which team — the sales team, marketing team, or finance team — will profit most from the project. This will also assist to tie up any loose ends that would otherwise go unnoticed.
It’s common for numerous departments to require the implementation of Salesforce CRM solutions, thus it’s critical to ascertain each department’s precise needs.
4. Create a schedule Setting up a practical schedule for your Salesforce adoption process is essential. You’ll want to avoid overlapping or interference because sales-based firms often have ongoing concurrent projects.
The Salesforce CRM implementation procedure will cause the least amount of disturbance to your company activities if a thoroughly developed schedule that accounts for the risks of related projects is used.
5. Specify quantifiable measures for your objectives Once the initial implementation stages are complete, it’s time to evaluate the outcomes and decide whether the proposed solution is working or not. Before any significant adjustments can be made for key users, performance indicators in Salesforce implementation must be completely realised.
Metrics not only aid in setting sales goals, but they also make it easier for organisations to manage and lead a successful implementation. Additionally, it enables firms to give clarity, focus, and inspiration to fulfil CRM management goals. Over time, technology silos dissolve and organisations gain a comprehensive understanding of how customers engage with their brands, goods, and services.
6. Create a team The following crucial individuals should make up Salesforce implementation teams:
Executive sponsor: accountable for the Salesforce project’s overall success
Owner of the project is in charge of overseeing the implementation team.
Project manager: Monitors the project’s progress and holds team members responsible.
System administrators are in charge of setting up and administering major systems.
Power users are in charge of giving important feedback and drawing attention to problems with the system’s requirements for senior management and end users.
Salesforce consultant — Promotes client-specific deployment and continuous system upgrades to help firms achieve their sales goals.
7. Ensure sufficient instruction It’s simple to overlook important elements during the Salesforce implementation process, which can lead to a loss of efficiency and potential. This implies that each team member must receive adequate education and training prior to, throughout, and after implementation.
Don’t rely entirely on documentation and online sources. Instead, put your attention on high-quality employee training that gives teams practical skills and a thorough understanding of Salesforce’s intricate systems.
A fantastic method to speed up the process and reduce risks is to enlist the help of a Salesforce implementation partner and have them join your team. A Salesforce implementation partner may also aid in streamlining your specific business requirements and maximising the performance of your solution.
8. Organise your info The proper administration of data resources is a vital component of any Salesforce CRM deployment checklist. Without sufficient high-quality data, sales teams will be unable to boost user adoption, spot problems, and take prompt corrective action.
To ensure you make the most of your priceless data-driven resources, use the checklist below:
Check to see if the data sets you presently have align with your long-term objectives. Check your data for flaws and integrity issues, and assess its strength. Identify whether further data needs to be gathered and examined. Place some data sets with higher priority than others, and ignore irrelevant information. Ensure successful data movement while maintaining complete data integrity.
9. Interact with customers The final item on our checklist emphasises the need of good communication with cherished end consumers. After launching your Salesforce toolset, you should make an effort to continuously collect feedback to ascertain whether the current iteration is appropriate for your company’s requirements. When problems occur, IT professionals must be accessible to assist users and respond to any concerns they may have, all the while making sure that requests are processed swiftly and effectively.
Conclusion Any firm can find it challenging to integrate Salesforce CRM, even those with a lot of resources and scale. In reality, it becomes more difficult to properly install a solution that enhances user engagement and facilitates digital transformation the larger the firm is and the more customers and workers it has.
In summary, using this Salesforce implementation Services checklist will help your business go in the correct direction and provide you the tools you need to create a planned strategy for CRM adoption. It will provide your business the best chance of boosting sales, cutting costs, boosting customer happiness, and acquiring more insightful data and analytics and connect now Cloud Analogy.
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docmation · 4 years ago
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salesforcescouts · 2 years ago
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Salesforce Deployment Checklist
Salesforce checklist – Before Deployment (Pre-deployment steps): Agree on a time and plan everything in advance Carefully consider the implications of our salesforce deployment and give yourself plenty of time to build and test scenarios Build everything in a sandbox environment first Always make sure your sandbox is true replica/copy of production environment for the most accurate and best…
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longflex · 3 years ago
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Webstorm price
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#WEBSTORM PRICE SOFTWARE#
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#WEBSTORM PRICE FREE#
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We talked about why a company best known for developer tools is getting into the collaboration market and how JetBrains plans to take Space beyond software development teams to groups like HR, legal, design, and more. I had a chance to speak with Mikhail Vink, global marketing programs manager at JetBrains and business development manager for Space, about the companies plans for Space on an episode of Dynamic Developer podcast. In addition to announcing their plans for an on-premise version of Space, JetBrains released a 2021 roadmap for the product that includes enhancing existing functionality and adding important new features, such as video call support, integrations for Google Calendar and Outlook/Office 365, and language localization.įrom the mix current and forthcoming features, JetBrains clearly putting Space on track to compete with existing collaboration heavyweights such as Slack (which Salesforce is acquiring), Microsoft Teams, Google Meet, and Cisco Webex. According to the company, migrating to the on-premise version from the cloud will be a “seamless transition.” Space is currently a cloud-based solution, but JetBrains plans to release an on-premise version in 2021. Each tier also comes with a set number of monthly “CI credits,” which are essentially the amount of execution time customers are allowed to use for tasks such as “automation jobs, CI builds, and deployments” on JetBrains’ shared Linux runners. All pricing tier support an unlimited number of users, but different amounts of total storage, data transfers per month, searchable messages, and connected applications or integrations. If cusomters pay annually the prices are $8, $20 and $99 per active user, per month. Paid plans are $10, $25 and $125 billed per active user, per month.
#WEBSTORM PRICE FREE#
There are four level of pricing for Space, starting with a free version and going up to an enterprise package, which includes access to a package of other JetBrains products. And, even a Team Directory through which users can see who’s working on a specific project, schedule meetings, manage team calendars and find the closest meeting room thanks to a floor plan mapping tool. There are project management tools, like planning checklists, visual boards and an issue tracker. There’s an internal blogging tool to facilitate information sharing. Space also has features you’d expect in a standard collaboration product, such as chat and document sharing. And, Space can be integrated with JetBrains’ other products, such as its integrated development environments (IDEs).
#WEBSTORM PRICE CODE#
There are tools to support continuous integration and continuous delivery (CI/CD), code review, source control hosting (Git), the automation of building and deploying apps, and package and container registries for publishing artifacts. Space was released through an early-access program (EAP) in December 2019 and entered general availability today.Īs you’d expect from a company that focuses on products for developers, Space has many features designed for the software development process. JetBrains Space is a new collaboration product from the company that created the Kotlin programming language and a variety of developer tools, including IntelliJ IDEA, AppCode and P圜harm.
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aaethereusme-blog · 6 years ago
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Art and Science of Salesforce Sandbox Refresh Process
If you are a Salesforce developer or an admin, you know that Sandboxes are integral part of your organization’s development and deployment strategy. Sandboxes let you develop and test your applications in a controlled environment that avoids any impact to your production environment.
Especially, if you are dealing with complex development projects, having a well thought out sandbox refresh strategy becomes critical to the velocity and manageability of the implementation. It becomes all the more important when the org is complex and you have lot of custom code along with restriction around PII data compliance or test salesforce releases.
Which brings us to the question, is Sandbox refresh an art or science?  While checklists and SOP’s (aka the Science) are important to ensure that you are not wrong footed. However, expertise and judgement (aka the Art) is equally important in more complex scenarios.
In this blog, we take you through three critical considerations, which sum up the art and science of effective sandbox refresh:
Understand the type of Sandboxes you are using and their refresh limits
Abide by the list of Dos and Don’ts – and a lot of them!
Don’t forget those post refresh activities
Let us look at them one by one:
Different types of Sandboxes and their refresh limits
*Sandbox templates
Sandbox templates allow you to pick specific objects and data to copy to your Full or Partial Copy sandbox to control the size and content of each sandbox. Sandbox templates are only available for use with Full or Partial Copy sandboxes.
Selection of type of Sandbox is dependent on purpose, volume of data required and periodic refresh requirement. Based on these factors, developer and developer pro sandbox is mostly used for development, unit testing and training, partial sandbox is used for system and integration testing, Full sandboxes for data load testing, integration testing, user acceptance testing, performance and load testing, and staging purposes.
2. Do’s and Don’ts of Sandboxes Refresh
Do not plan sandbox refresh during Salesforce spring, summer and winter release dates and times.
Data masking for data copied from production to sandbox for critical and sensitive data elements (utilize relevant AppExchange product or having customized scripts/apex class for this purpose)
Recommendation to plan for full copy sandboxes refresh completion for a minimum of 48 hours as the timing of the refresh is dependent on the salesforce Queue and also amount of data.
Building Sandbox templates depending on business requirements for refreshes in case of having multiple lines of business using one salesforce org.
Having proper communication plan including proposed schedule/timeline and impacted audience including integration teams, development teams who might be doing any testing on your full copy or other sandboxes
For having time controlled or early full copy sandboxes refreshes, contact Salesforce.com premier support in advance to identify place in refresh queue in order to get a better perspective on expected timing/completion of the data copy.
Have a refresh calendar setup to have right sandbox refresh strategy
Keep a full metadata backup of the instance being refreshed in case you have not setup DevOps / continuous integration
Disable Salesforce to Salesforce connection if enabled
Do not do sandbox refreshes during regular development times. This would increase the effort of the development team.
3. Do not forget the Post Refresh activities
Create read only users for consultants/developers in production which you have to create every time after the sandbox refresh. This way after you refresh sandbox, you can easily update them in sandboxes to give them access. In absence of this, you will have to recreate these users every time which is a waste of time.As a Salesforce admin, using these tips for effective sandbox can save you (and your users) a lot of time and avoid potential heartburn. So, here’s to the yin and yang of effective Sandbox refresh strategy!
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startupjobsasia · 7 years ago
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Business Analyst job at Capbridge Pte Ltd Singapore
CapBridge is a private institutional capital raising platform that connects institutional and accredited investors to mid to late stage growth companies. Our platform provides a secure and effective environment where investors can confidentially access growth stage companies seeking financing. The CapBridge platform efficiently tailors specific deal types to each investor, showing them only the deals that meet their investment criteria. Our platform also integrates useful tools that optimise time and resources. Functions include due diligence, deal flow management, secure data-room, FAQs, closing, and completion checklists. Our innovative digital platform is fully integrated with leading industry databases. With access to over 5 million records, the platform provides a sophisticated and targeted environment for intelligent deal sourcing and matching. Capbridge has a partnership with the Singapore Exchange (SGX) that allows us to facilitate and accelerate the IPO process for growth companies. Our management team is from multiple disciplines, including venture capital, investment banking, technology commercialisation and portfolio management. Our vision is to build Capbridge into a world-class marketplace for investors and companies to achieve their growth objectives in an intelligent, secure and efficient manner
Roles & Responsibilities – Business Analyst
Gather detailed technical and functional requirements, conduct research and analysis, coordinate solution design.
Create business, functional and technical requirements; create process flows/diagrams.
Contribute to the product strategy and roadmap, including prioritization and build-out of new features / products.
Perform administrator functions such as user management, profiles, roles, permissions, rules, assignment rules, queues, licenses, capacity, storage management, 3rd party apps, etc.
Lead testing and documentation of new features.
Demo products for customers and internal users.
Provide support on day-to-day platform issues while coordinating with technical / maintenance team.
Assist in resource requirements and financial forecasts / budgets.
Assist marketing team to launch integrated marketing campaign to external and internal users.
Requirements
At least 3-4 years’ experience as a business analyst, functional lead, QA tester, developer or similar
Proven 1-2 years’ track record in technical requirements management, functional testing, and platform administration and deployment
Familiarity with Salesforce, Jira, Heroku is a plus
Excellent communication skills
Familiarity with financial services industry preferred
Able to work on multiple projects against aggressive deadlines and have organizational and time management skills.
StartUp Jobs Asia - Startup Jobs in Singapore , Malaysia , HongKong ,Thailand from http://www.startupjobs.asia/job/38620-business-analyst-system-software-analyst-job-at-capbridge-pte-ltd-singapore
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michaelwadetesting · 7 years ago
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Check out this checklist for a successful Salesforce Testing
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Salesforce is by far one of the most preferred CRM platforms. The popularity of Salesforce as a CRM platform owes mainly to the software’s flexibility, scalability, ease of application and cost effectiveness. Its ability to bring about a seamless integration of different business functions can result in better business intelligence. The best part of using Salesforce is in developing bespoke applications quickly. These applications can help in strengthening the customer interface with an aim to deliver the expected customer experience. This is important to ensure and propogate one’s brand value in the competitive business environment.
So, be it accounts, admin, campaigns, leads, opportunities or contacts, Salesforce integration of applications can do a world of good to the business. However, the pace at which such applications are developed requires the same to be thoroughly tested for bugs or to address the performance issues.
When it comes to testing, carrying out manual testing of applications on Salesforce can lead to issues such as inconsistent monitoring, cost escalation in terms of man hours spent, and lesser test coverage. To get over the shortcomings of manual testing, it is advisable for businesses to go with Salesforce test automation.
At the same time, writing codes for Salesforce automation testing is a skilled task, for any small change to the system would mean writing the corresponding Salesforce test automation code all over again. This complexity can certainly be a deterrent unless appropriate tools to undertake test automation for Salesforce are implemented.
To implement successful Salesforce test automation, these are some key essentials;
#1 Choose the right Salesforce automation testing tool: Salesforce test automation would require use of a code free tool. The focus should be more on using a tool with a point and click interface. There are quite a few Salesforce automation testing tools such as Salesforce Lightning Inspector, Provar and Apex Interactive Debugger, etc. These include features such as flexibility and automatic generation of reports amongst others.
#2 Cover the entire test area: As opposed to manual testing, Salesforce test automation should cover the entire test area with all the positive and negative test cases. Run Salesforce automation testing to include any possible update that the organisation might have undergone since the last test automation for Salesforce. Also, take into account the code lines, for any addition or alteration of these can change test coverage patterns.
#3 Cover all types of test automation for Salesforce: Salesforce automation testing should include a wide range of tests. These can range from functional testing, load testing, and regression testing to security testing and deployment testing. Since each of these tests verify and validate a specific aspect of the application, overlooking one or more can have a significant impact. You can miss out on errors or bugs in the process.
#4 Check for Classes and Controllers: The creation of separate classes and controllers, though important to make the code more flexible and scalable, can make things difficult for portability. This necessitates the use of test code in the original class and controller code to carry out portability.
#5 Focus on Unit Test: If the entire code is tested during test automation for Salesforce, any bug found can be difficult to correct. On the other hand, if a particular subset of a functionality is checked the bugs can be identified and corrected easily. Thus, carrying out a unit test to validate a particular functionality or record against expected outcomes makes the testing process more robust.
#6 Check the code in its entirety: Since a test code for Salesforce test automation can cover a large number records (in hundreds), it is advisable to check the entire code. This should be undertaken to achieve optimization in testing, and even check individual records.
#7 Check for positive tests: Salesforce test automation should check for the expected outcome for all combination of test parameters.
#8 Check for negative tests: Finding negative test results during test automation for Salesforce would mean the presence of bugs. It can result in long term impact on the application and its functioning.
Conclusion
Building an application and integrating the same on Salesforce can enhance the functioning of an organisation. This should be duly followed by Salesforce test automation to obtain optimum results. Salesforce Testing must address some basics ‘dos’ to ensure that the application integrates well with other functions. This will eventually ensure higher RoI.
Michael works for Cigniti Technologies, which is one of the top Independent Software Testing company in the world to be appraised at CMMI-SVC Level 5, and an ISO 9001:2008 & ISO 27001:2013 certified organization.
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saleforce · 2 years ago
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Salesforce Implementation: The Ultimate Checklist
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One of the best platforms available today for bringing all your teams together and fostering significant growth is Salesforce.
The Salesforce platform, however, is often a very complex application with several capabilities, making its implementation rather difficult. For larger businesses, the implementation process may become even more challenging because customization will require numerous separate processes.
Don't worry, though, as this post discusses the important factors you should take into account before beginning the salesforce setup process.
Set Specific Objectives You must first comprehend why you are using the platform in the first place before you can begin the Salesforce implementation procedure. To put it another way, you must specify what you hope to accomplish using the Salesforce platform, the issues you hope to resolve, and the practical applications of the technology.
More importantly, make sure your goals are attainable, measurable, and precise. For the greatest outcomes, you might want to break your project up into smaller goals to make an implementation roadmap that will make it simple to track your outcomes.
Choose the ideal partner The customization of Salesforce can be difficult, and your staff might not have the necessary capabilities. To ensure a smooth project launch, you must outsource Salesforce implementation services.
The right Salesforce implementation partner will examine your company's requirements and design unique solutions to enhance your workflow.
Choose Who Will Use Your Salesforce Platform The identity of your Salesforce platform's end users must be established. This could be a team from marketing, sales, business, services, Technology, or finance.
The needs of each department could be different, even if you might feel the need to install the Salesforce platform for more than one department. The good news is that by identifying who Salesforce is intended for, you can adapt the platform to meet the needs of its target audience. By doing this, features that a team does not require are avoided.
 Think About Potential Implementation Risks During the implementation phase, not everything will go as expected. You should be aware of the hazards you might experience and allow your implementation partner teach you how to minimise them.
You may want to avoid the following dangers among others:
wasting time on features you don't need, a postponed launch that can harm your project An inadequate Salesforce solution
 Create a Schedule for Your Project Setting up a schedule for your implementation is crucial. You can use it to prepare everything in advance. Hence, you can be sure that the Salesforce implementation project won't take up all of your time.
A timeline guarantees that the implementation won't interfere with the progress of other initiatives in your company.
Develop Your Group The Salesforce platform is challenging. As a result, it is possible to overlook a particular aspect that could have an impact on how well it is implemented. As a result, it's crucial to educate your employees both before and during the Salesforce deployment process.
Online resources for learning are available. To make sure that your staff has the required and applicable abilities to optimise the Salesforce platform, take into account employing a specialist. Any deficiencies on your team should be quickly identified by a qualified trainer. They can then create plans to assist you in dealing with them.
Create goals with measurable performance metrics. You must assess whether the Salesforce platform is assisting you in achieving your planned goals when the implementation is finished and operational. To put it simply, you must establish quantifiable performance indicators to determine how effective your platform is.
Your base performance statistic should be the customer churn rate if, for example, one of your objectives is to reduce it by 30%. In this manner, it will be simpler to determine whether the platform is assisting you in achieving your goals.
Cloud Analogy is a premier Salesforce Gold Partner, the world’s preferred Salesforce Consulting Companies, delivering all-inclusive Salesforce implementation, customization, consultation, and other CRM services such as Hubspot, Zoho, and Microsoft Nav Dynamics.
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jamesdaviesgirl-blog · 8 years ago
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How To Phase Your Electronic mail Record By ISP With Salesforce Advertising and marketing Cloud
Every savvy marketer on the market has come to realize the potential and efficacy of efficient e mail advertising. Choose-in e mail advertising and marketing not solely proves to be cost-efficient but also achieves the aim of reaching out to a focused audience. With deployment of acceptable, time-tested and confirmed email advertising methods, you'll be able to make the most of your e mail marketing marketing campaign. A hub to assist candidates who're working in the direction of their NVQ in business and administration and this unit covers storage and retrieval of knowledge in organisations. A responsive design is a design that adapts to the medium it's being viewed on. Meaning it is as easy and clear on HDTVs, tablets or cellphones as it is on computer systems. A. One of many biggest reasons electronic mail marketing is so in style with businesses is that you could monitor its success. The small print which can be sometimes supplied embody which emails are opened, which are instantly deleted, which are forwarded to others and which result in precise gross sales. Congratulations, you now have a gaggle - or a number of teams - of subscribers who received their first welcome email not long ago. Now you just must automatically refresh that group, and ship them a delightful e-mail. Contact record sorting: They enable you to type an enormous e mail listing into targeted groups so you might ship messages to focused groups. Hey, do not get me fallacious - I get the way it's tremendous cool to arrange a drip marketing campaign to auto-electronic mail people. But, these set it and neglect it” campaigns are the gradual-cooker of the email kitchen. Hope all is properly! It has been a week and I had not heard again from you yet, so I wanted to comply with-up relating to the addition of my Ferret Meals Article at to your list of helpful sources. How effectively documented is your e-mail advertising and marketing program? Enhance functionality by utilizing these 11 tips to capture qualitative information and precisely assess how things work. I work for a ferret coaching firm in Cambridge, MA and I recently wrote a step-by-step guide to cooking the very best ferret meals that I feel your audience would love. The meals is very low cost to make, extraordinarily nutritious, and my two ferrets find it irresistible. If you do not achieve permission, or make it clear that someone is subscribing to an e mail checklist, you are in all probability spamming. Some international locations have legal guidelines prohibiting the transmission of unsolicited mail. Our recommendations and opinions on email marketing broadcast software options I am usually for recommendations for inexpensive E-mail broadcast software program pack. Advertising and marketing matter(s):E mail list management and ECRM. Recommendation by Dave Chaffey. Our A/B testing makes it easy to test topic strains, sender particulars and even totally different e mail advertising designs. Our market-main Daily Pulse e-newsletter is an invaluable source for digital and ecommerce evaluation, inspiration and learning. Outlook Contact Lists - The product interfaces with Outlook, permitting you to import your contacts straight into the database.
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smithrose18-blog · 8 years ago
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Public Sector Market Size, Growth, Trends and 2021 Forecasts Report
ReportsnReports.com adds "Global Public Sector Software Market 2017-2021" report to its research store.
The analysts forecast global public sector software market to grow at a CAGR of 13.28% during the period 2017-2021.  The latest trend gaining momentum in the market is Demand for integrated software suites. One of the main trends observed in the global public sector software market is the increasing demand for integrated software suites. Since opting for different software suites can lead to integration issues, end-users prefer vendors that provide integrated and converged software suites.
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Integrated products from the same vendor have a better integration ability, and they support other functions. Since the increased complexity of the network infrastructure has made integration an important buying criterion, solutions with better integration are finding higher adoption. Witnessing this demand for integrated software suites, all the major vendors are providing software suites with similar capabilities for specified functions. This trend is expected to be one of the most relevant trends in the future; hence, all the vendors are expected to provide integrated solutions.
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Major key players in the global public sector software market: Cisco Systems, Symantec, Microsoft, SAP, Infor, Juniper Networks, HCL Technologies, Salesforce, and Tech Mahindra.
According to the public sector software market report, one of the major drivers for this market is Increased adoption of mobility solutions. Mobility is touching every aspect of government operations such as data collection using mobile devices, wireless networks, and unified communication. Mobility makes e-government initiatives successful in tier-II/tier-III cities and rural areas that lack IT infrastructure and Internet access. Hence, for an uninterrupted data sharing process, mobility is important. With mobility, financial inclusion can be achieved, and people without access to a bank can use m-commerce, mobile banking, and mobile money.
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Further, the public sector software market report states that one of the major factors hindering the growth of this market is Availability of open-source solutions. Owing to technological developments, open-source solutions are posing a serious threat to the global public sector software market. Also, the global public sector software market is witnessing an increase in the adoption of open-source solutions. Most of the small-scale companies and individual users worldwide have low capital and cannot invest in expensive solutions. As a result, such users adopt open-source solutions to manage their business operations with no capital investment. It can be an extremely economical solution for organizations with limited resources and expertise availability. These open-source solutions can be downloaded and run on all platforms. The presence of several open-source solution vendors is reducing the overall revenue generated in the global public sector software market.
Complete report on public sector software market spread across 108 pages, analyzing 9 major companies and providing 66 data exhibits now available at http://www.reportsnreports.com/reports/1256998-global-public-sector-software-market-2017-2021.html.
Few Points from List of Exhibits:
Exhibit 1: Parent Market
Exhibit 2: Related Market
Exhibit 3: Global It Software Market
Exhibit 4: Market Characteristics
Exhibit 5: Market Segments
Exhibit 6: Market Definition - Inclusions and Exclusions Checklist
Exhibit 7: Market Size 2016
Exhibit 8: Validation Techniques Employed For Market Sizing 2016
Exhibit 9: Global Public Sector Software Market – Market Size and Forecast 2016-2021 ($ Bn)
Exhibit 10: Global Public Sector Software Market – Year-Over-Year Growth 2017-2021 (%)
Exhibit 11: Five Forces Analysis 2016
Exhibit 12: Five Forces Analysis 2021
Exhibit 13: Bargaining Power of Buyers
Exhibit 14: Bargaining Power of Suppliers
Exhibit 15: Threat of New Entrants
Exhibit 16: Threat of Substitutes
Exhibit 17: Threat of Rivalry
Exhibit 18: Market Condition - Five Forces
Exhibit 19: Global Public Sector Software Market By Deployment – Market Share 2016-2021 (%)
Exhibit 20: Comparison By Deployment
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saleforce · 2 years ago
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Implementing Salesforce: The Definitive Checklist
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One of the best platforms available today for bringing all your teams together and fostering significant growth is Salesforce.
The Salesforce platform, however, is often a very complex application with several capabilities, making its implementation rather difficult. For larger businesses, the implementation process may become even more challenging because customization will require numerous separate processes.
Don't worry, though, as this post discusses the important factors you should take into account before beginning the salesforce setup process.
Define Your Objectives First
You must first comprehend why you are using the platform in the first place before you can begin the Salesforce implementation procedure. To put it another way, you must specify what you hope to accomplish using the Salesforce platform, the issues you hope to resolve, and the practical applications of the technology.
More importantly, make sure your goals are attainable, measurable, and precise. To achieve the greatest outcomes, you might want to break down your project into more manageable objectives and develop an implementation plan that will make it simple to monitor your progress.
2. Choose the ideal partner
The customization of Salesforce can be difficult, and your staff might not have the necessary capabilities. To ensure a smooth project launch, you must outsource Salesforce implementation services.
The right Salesforce implementation services will examine your company's requirements and design unique solutions to enhance your workflow.
3. Choose Who Will Use Your Salesforce Platform
The identity of your salesforce platform's end users must be established. This could be a team from marketing, sales, business, services, Technology, or finance.
The needs of each department could be different, even if you might feel the need to install the Salesforce platform for more than one department. The good news is that by identifying who Salesforce is intended for, you can adapt the platform to meet the needs of its target audience. By doing this, features that a team does not require are avoided.
4. Think About Potential Implementation Risks
During the implementation phase, not everything will go as expected. You should be aware of the hazards you might experience and allow your implementation partner teach you how to minimize them.
You may want to avoid the following dangers among others:
wasting time on features you don't need, a postponed launch that can harm your project An inadequate Salesforce solutions
5. Create a Schedule for Your Project.
Setting up a schedule for your implementation is crucial. You can use it to prepare everything in advance. Hence, you can be sure that the Salesforce implementation project won't take up all of your time.
A timeline guarantees that the implementation won't interfere with the progress of other initiatives in your company.
6. Develop Your Group
The Salesforce platform is challenging. As a result, it is possible to overlook a particular aspect that could have an impact on how well it is implemented. As a result, it's crucial to educate your employees both before and during the Salesforce deployment process.
Online resources for learning are available. To make sure that your staff has the required and applicable abilities to optimise the Salesforce platform, take into account employing a specialist. Any deficiencies on your team should be quickly identified by a qualified trainer. They can then create plans to assist you in dealing with them.
7. Create goals with measurable performance metrics.
You must assess whether the Salesforce platform is assisting you in achieving your planned goals when the implementation is finished and operational. To put it simply, you must establish quantifiable performance indicators to determine how effective your platform is.
Your base performance statistic should be the customer churn rate if, for example, one of your objectives is to reduce it by 30%. In this manner, it will be simpler to determine whether the platform is assisting you in achieving your goals.
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startupjobsasia · 7 years ago
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Business Analyst job at Capbridge Pte Ltd Singapore
CapBridge is a private institutional capital raising platform that connects institutional and accredited investors to mid to late stage growth companies. Our platform provides a secure and effective environment where investors can confidentially access growth stage companies seeking financing. The CapBridge platform efficiently tailors specific deal types to each investor, showing them only the deals that meet their investment criteria. Our platform also integrates useful tools that optimise time and resources. Functions include due diligence, deal flow management, secure data-room, FAQs, closing, and completion checklists. Our innovative digital platform is fully integrated with leading industry databases. With access to over 5 million records, the platform provides a sophisticated and targeted environment for intelligent deal sourcing and matching. Capbridge has a partnership with the Singapore Exchange (SGX) that allows us to facilitate and accelerate the IPO process for growth companies. Our management team is from multiple disciplines, including venture capital, investment banking, technology commercialisation and portfolio management. Our vision is to build Capbridge into a world-class marketplace for investors and companies to achieve their growth objectives in an intelligent, secure and efficient manner
Roles & Responsibilities – Business Analyst
Gather detailed technical and functional requirements, conduct research and analysis, coordinate solution design.
Create business, functional and technical requirements; create process flows/diagrams.
Contribute to the product strategy and roadmap, including prioritization and build-out of new features / products.
Perform administrator functions such as user management, profiles, roles, permissions, rules, assignment rules, queues, licenses, capacity, storage management, 3rd party apps, etc.
Lead testing and documentation of new features.
Demo products for customers and internal users.
Provide support on day-to-day platform issues while coordinating with technical / maintenance team.
Assist in resource requirements and financial forecasts / budgets.
Assist marketing team to launch integrated marketing campaign to external and internal users.
Requirements
At least 3-4 years’ experience as a business analyst, functional lead, QA tester, developer or similar
Proven 1-2 years’ track record in technical requirements management, functional testing, and platform administration and deployment
Familiarity with Salesforce, Jira, Heroku is a plus
Excellent communication skills
Familiarity with financial services industry preferred
Able to work on multiple projects against aggressive deadlines and have organizational and time management skills.
StartUp Jobs Asia - Startup Jobs in Singapore , Malaysia , HongKong ,Thailand from http://www.startupjobs.asia/job/37889-business-analyst-it-job-at-capbridge-pte-ltd-singapore
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