Test Drive is a Salesforce-native app that I built to solve many of the struggles that come from organizing and performing large-scale User Acceptance Testing exercises on the platform. It was designed with the tester’s user experience in mind, geared towards encouraging them to actually complete their tests, while also providing a single-pane experience to do so. It was also designed to leverage as much standard functionality as possible to avoid unnecessary technical debt. It’s also important that the UAT feedback from the testers only reaches the dev team radar when necessary. Lots of the UAT feedback becomes unnecessarily prioritized by the dev team which causes confusion and delays. This app addresses all of that, along with comprehensive analytics and real-time automations for rapid bug resolution.
Hint: It’s User Acceptance Testing
Hint: It’s User Acceptance Testing
How quickly can testers complete their assigned test scripts?
Good UAT: Quickly
Bad UAT: Requires heavy follow up
How high is the pass rate?
Good UAT: No fails or bugs
Bad UAT: Lots of bugs and rework
How quickly are bugs being identified?
Good UAT: Bugs flagged quickly
Bad UAT: Delayed realization of bugs
How confidently do clients approve the work?
Good UAT: Frictionless. Anticipatory, even.
Bad UAT: Client hesitation to approve functionality
How smoothly does the functionality deploy?
Good UAT: Seamless transition to deployment
Bad UAT: Uncertain deployment due to rework and regression testing
Have we given the client reason to trust us?
Good UAT: Validates the partnership
Bad UAT: Jeopardizes future opportunities
Test Driven Development (TDD) follows the framework of capturing and approving test scripts before development even begins. I am a strong proponent of this approach, as it boosts the usefulness of the user story and creates a common thread from design through roll-out. This approach has several benefits, including leveraging TestDrive when it comes time to assign testers.
Project Team Benefits
Client-approved thread for anchoring any scope or functionality discrepancies
More efficient budgetting of hours and resources
Increased margins on typical UAT pricing structures
Client Benefits
Less ambiguity in what they’re “signing off on” bringing more confidence to their role in the process
Clear, click-path expectations to which the implementation partner can be held accountable
Consistency from what they agreed to up front and what testers are being measured against, later on or at the end
Dev Team Benefits
Clear blueprint of what developers need to build, and the clicks and screens to reach approval
Consistent steps for QA testing functionality throughout environments
Reduces the hours for the QA tester to develop test script along the way, allowing that resource more flexibility in staffing
For turning your test driven development plan, into a smooth UAT
For turning your test driven development plan, into a smooth UAT
Install Test Drive in the same environment where testers will be testing and assign test script packages to test users. There are a few steps for the Testing Lead in between, but after just a few hours of setup, installation and import, Test Drive is ready to supercharge your UAT.
TestDrive is a custom data model that leverages Salesforce tasks to assign test scripts to users. The solution is applauded because it centralizes what many testing leads are already doing across several systems, folders, and even spreadsheets. This pain flows downstream to the testers, as well, often having to juggle between multiple systems to complete and notify the testing team. God forbid there’s a bug! TestDrive centralizes all of this in one spot so that UAT can be managed solely from the environment where testing happens.
Some will then say: How will the bug information get back to the dev team to make updates and get ready to retest?
Good question. Here’s my answer: If the testers are chosen strategically, there should be some that are not familiar with the system yet and are seeing the solution for the first time. Because of that, we can anticipate that some of the feedback will include things that don’t actually indicate any development issues. With this system, all UAT feedback is collected and the testing lead reviews the feedback before determining if it’s a real bug or just a clarification or human error. This keeps the dev radar clear to focus on actual development fixes that jeopardize go-live.
Today, your testing leads are probably sharing all feedback with the devs and letting them decide, which actually contributes more to the problem. With test driven development, though, those test scripts would have been approved months before UAT, allowing that testing lead to grow very familiar with what will constitute a bug and what won’t, further empowering them to quickly identify bugs and correct human error when they see it.
Log into Salesforce testing environment.
View Open Tasks on homepage. There will be some with the subject line starting “Test Script Assignment”
Follow the click-path in the Task comments to create or update what’s being tested elsewhere in the system
Click “Complete Task” to mark if it passed or failed. If it failed, leave details of what happened.
Easier for testers to complete tests; higher participation rates
Cleaner reporting at test script, persona, or epic level
Quick install and setup (1-2 hours). Low technical debt.
Real-time alerts of bugs, enabling rapid bug resolution & retesting
Option to gamify test script participation
No more managing a complex folder or spreadsheet tab structure
“We had UAT scheduled for three weeks with a global MedTech company. We finished in three days with no bugs. No cap.”