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User Acceptance Testing (UAT) is the last stage of the software testing life cycle, in which real end users check whether a solution is production-ready by replicating real-life situations. Its primary purpose is to verify that the software adheres to business expectations, is easy to use, and works as planned prior to deployment. This practical step is of utmost importance to ascertain usability, business fit, and overall readiness for go-live.
Salesforce User Acceptance Testing (UAT) applies general UAT practices to the Salesforce platform. It's a bridge between development and deployment that allows actual business users to run predetermined test cases that mirror their normal business workflows. The goal is to ensure that the customised Salesforce environment (be it Sales Cloud, Service Cloud, or a custom CRM app) accommodates business processes, is easy to use, secure, and meets the expectations of stakeholders. UAT in Salesforce is done in a sandbox that closely replicates the production environment, with business-focused validation over mere technical testing. Success in this makes the transition to production smooth and minimises post-launch problems.
1. Requirement Validation: All business requirements, ranging from custom objects to intricate workflows, need to be monitored and confirmed for proper implementation.
| Type | Purpose & Process | Example Use Case |
|---|---|---|
| Alpha Testing | Internal team (QA, BAs, devs) tests core functionalities within a sandbox to catch major bugs early. | Validate new lead workflow |
| Beta Testing | Select real end users to assess the near-final system and provide feedback on usability and alignment. | Store managers test the inventory app |
| Black Box Testing | Testers focus only on functional output (input vs expected result), without concern for internal code logic. | Sales reps validate quote logic |
| Operational Acceptance Testing (OAT) | Assesses deployment readiness, security, reliability, backups, monitoring, and overall operational stability before going live. | IT validates access controls |
| Contract Acceptance Testing | Ensures the delivered system meets all requirements specified in contracts or Statements of Work (common in vendor-driven projects). | Consulting deliverables review |
Every type covers different aspects of system quality and user experience so that no essential gaps are overlooked before production.
Today's UAT depends upon strong tech platforms to ease teamwork, reporting, and test management. Some popular tools are:
Define Clear Business Requirements: Begin UAT with a clear expression of business requirements, workflows, and acceptance criteria.
Salesforce User Acceptance Testing is the business-critical phase in the deployment process, ensuring your Salesforce solution is valuable to users, meets business objectives, and is stable for production use. Proper planning, utilising the appropriate tools, and including real business stakeholders in testing will reduce risk, maximise user adoption, and guarantee post-deployment success.
Functional Testing is carried out by QA teams, targeting individual components to identify and repair bugs—verifying technical logic, field behaviour, and workflows. Salesforce UAT is carried out by business stakeholders or end users to ensure that the system facilitates day-to-day business processes, is user-friendly, and meets business needs. UAT targets actual experience, whereas functional testing is concerned with technical accuracy.
UAT is executed by real business stakeholders, end users, department representatives, and sometimes customers—basically, the people who will be using Salesforce in their day-to-day operations. Their input gives instant confirmation of business value and user experience.
Gather and Document Business Requirements
Set Up a Dedicated UAT Sandbox Environment
Define UAT Test Scenarios and Acceptance Criteria
Select UAT Participants (end users, stakeholders)
Train Testers
Execute Test Cases
Document Issues, Collect Feedback
Review and Act on Results
Get Stakeholder Sign-Off for Deployment
These steps ensure comprehensive, business-oriented testing and a seamless go-live for Salesforce solutions.
| Regulation/Compliance Testing |
| Verifies compliance with industry regulations and governance policies (e.g., GDPR, HIPAA, financial audits). |
| Data privacy compliance review |
| Business Process Testing | Full end-to-end testing of workflows, integrations, and cross-departmental processes to ensure a seamless experience. | Lead-to-cash workflow testing |
| Regression UAT | Validates existing features post-upgrade or enhancement, ensuring ongoing reliability. | Post-release bug checks |
