Unifying Systems: A Salesforce Integration Testing Success Story

Client Overview:

A leading healthcare staffing company in the USA and Canada sought to revolutionize its recruitment platform by leveraging Salesforce Lightning. The platform connects healthcare professionals (nurses, allied health workers, life sciences experts, and hospital non-clinical staff) with job opportunities, streamlining the application, scheduling, and payroll processes.

With 10,000+ of job seekers and employers using the platform daily, seamless integration between Salesforce, the database, web application, and mobile application was critical to ensuring real-time job postings, smooth applicant tracking, and automated payroll management.

Project Goals:

• Ensure flawless integration between Salesforce, web, and mobile applications for smooth job applications and scheduling.
• Validate real-time job postings and candidate tracking within Salesforce.
• Ensure time tracking accuracy by verifying data updates in Salesforce and the database.
• Confirm scheduled cron jobs execute correctly, keeping information updated without manual intervention.
• Enhance user experience by identifying and resolving usability and functional defects.

Business Challenges:

The client faced several hurdles as they aimed to deliver a robust, seamless experience:

1. Integration Complexities: Connecting Salesforce with the database and both web and mobile applications was causing data synchronization issues.
2. Cron Jobs: Ensuring that cron jobs executed as scheduled, and data was updated successfully, was proving difficult.
3. Dynamic Market Needs: The application had to meet evolving healthcare staffing requirements while maintaining high performance.

Initial Challenges:

1. No Predefined Test Plan: Testing faced challenges due to the absence of a structured test plan and test cases.
2. Frequent Design Changes: Post-development design changes impacted testing timelines and efficiency.
3. Missing Grooming Sessions: The lack of grooming sessions for new functionalities increased the risk of overlooking defects.
4. Limited Knowledge Transfer: Insufficient knowledge transfer sessions for Salesforce-specific processes created gaps in understanding and execution.

Solution Provided by Jignect Team:

The Jignect testing team implemented a systematic approach to address testing challenges and ensure the robustness and reliability of the application. The following strategies were employed:

1. Database Testing

The team developed and executed SQL queries to validate data integrity. This was crucial in ensuring that data was accurately updated following the execution of specific cron Jobs.

2. Salesforce Integration Testing

A primary focus was placed on ensuring efficient integration between Salesforce, the database, web and mobile applications, confirming that all systems worked harmoniously together.

3. Test Management & Documentation

Test cases were documented and continually updated within Zephyr for better test tracking and management. This provided clear visibility into test progress and results. Confluence used to write end-user and client requirements for future references. 

4. Knowledge Sharing & Process Improvement

The team proposed conducting grooming and knowledge transfer sessions to improve understanding of new functionalities and Salesforce processes. These sessions were designed to streamline testing efforts and increase team efficiency.

Salesforce Integration Sequence: Application, Database & Processing

Comprehensive Testing Approaches:

A range of testing approaches were utilized to ensure the application’s stability and quality across various parameters:

• Regression Testing: Ensured existing features remained stable after updates by validating 40+ features.
• Smoke Testing: Checked the stability of 80% critical functionalities to ensure the system’s core features were operational.
• GUI Testing: Conducted 70+ UI checks to ensure the interface was intuitive and user-friendly.
• Cross-Browser & Responsive Testing: Verified platform compatibility on Chrome, Firefox, Edge, Safari, iOS, and Android.
• Retesting and Sanity Testing: Validated defect fixes and newly implemented functionalities were working as intended without breaking existing ones.
• System Testing: Conducted end-to-end testing to ensure all components of the application functioned together as expected.
• Adhoc Testing: Performed exploratory tests to uncover potential edge cases and unexpected issues.
• Installation Testing: Verified the successful deployment and installation of the application in different environments.
• API Testing: Ensure uninterrupted communication between frontends and the backend, validating data exchanges, security, and performance for over 50 API requests. 
• Database Validation: Ensured data integrity between Salesforce and PostgreSQL database by executing 50+ queries.

Tools:

1. Postman: Used to verify API responses, performance, and basic security.
2. Zephyr & Jira:Test management, defect tracking, and progress reporting.
3. Vysor: Allows the use of real devices as emulators for APK testing.
4. BrowserStack: Cross-browser and device compatibility testing.
5. Confluence: Used for documenting reports, and requirements for future knowledge sharing.
6. PostgreSQL: Database validation and query execution.
7. Salesforce Lightning: Used for backend testing within the Salesforce platform.

Results & Benefits:

The successful implementation of Jignect’s structured manual testing approach and Salesforce Lightning integration validation led to a smooth and stable deployment. The platform now seamlessly connects healthcare professionals with job opportunities, ensuring data accuracy, usability, and real-time updates.

1. Data Accuracy – Eliminated discrepancies in job applications, payroll processing, and time card.
2. 95% Reduction in Data Sync Issues – Resolved major Salesforce-database-web integration defects, ensuring real-time updates.
3. 60% Faster Test Execution – Structured test plans and 500+ documented test cases improved manual testing efficiency.
4. Seamless Cron Job Execution – Ensured scheduled background jobs updated job postings, payroll data, and notifications accurately.
5. 300+ UI & Workflow Fixes – Enhanced user experience by resolving critical design and functionality issues.
6. Optimized Platform Stability – Ensured a reliable, bug-free application for healthcare professionals.
7. Improved User Experience – Addressed pain points to create an intuitive and user-friendly platform.
8. Enhanced Test Coverage – Conducted extensive manual validation across Salesforce, web, and mobile applications.

The successful resolution of integration challenges, along with structured manual testing and robust validation strategies, ensured flawless data flow, usability improvements, and a high-quality user experience.

Conclusion:

The Jignect partnership was key to client success, leveraging a structured approach and effective solutions. This case study underscores the importance of functional testing in addressing challenges and ensuring a reliable product that aligns with user needs. The team’s efforts focused on early issue identification, enhancing quality and performance with meeting domain-specific requirements and ensuring scalability for future growth.

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