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Report Strategies in Salesforce Testing

By: Venkata

Report Strategies in Salesforce Testing

The article is based on standard reports strategies being used in Salesforce. By using the standard reports, the below functionalities are going to be tested.

1. Validating the Converted Leads

2. Verifying the Bounced emails

3. Validating the Case Age through standard report

Validating Converted Leads: 

Every business lifecycle in Salesforce starts with the lead. Leads are the protentional customers who show the interest to buy our products. Once the leads are qualified to buy the product, they are converted into Account, Contact, and Opportunity. The qualified leads will not be visible in Lead strategies in salesforce

The ‘Converted lead’ can be validated through two ways: 

1.Validation of the converted lead through Reports

2.Validation of the converted lead through Queries

Validating the converted leads through reports helps analyze the number of leads converted in a period of time or analyze all the leads that are converted.

Validation of the converted leads through Report: 

The best way to identify the converted lead is using reports. Tester should navigate to the Reports tab[Symbol]Click ‘New Report’[Symbol] Select ‘Lead with Converted lead information’ report type[Symbol] Click the create button. This action takes us to the ‘New Report page’. By entering the below condition, we can get the Leads converted today.

The condition is Date field = ‘Converted date’ and Range = ‘Today’. Finally Click ‘Run Report’ to get the final output.

report strategies in salesforce

Validation of Converted Lead by using queries: 

By using queries, we can also find the converted leads. To execute the query, we should navigate to the ‘developer console’ from the user menu in Salesforce organization. In developer console[Symbol] Click the Query Editor and type the query to get the lead which is converted by today.

report strategies in salesforce

Verification of bounced emails:

Bounced email is the email that cannot be delivered to the receiver due to some reasons. It returns the email to the sender. It has two kinds of bounced emails such as hard bounce and soft bounce. Hard bounce occurs because of the invalid domain names and the invalid user names and this email is permanently bounced back to the sender. Soft bounce occurs if the Mail box full, server is down, deleted email address, etc. This email is temporarily bounced back to the sender.

If a Case is raised by consumer, then an email notification will be sent to that consumer. At times, the email might get bounced. This is explained through Salesforce.

Case is created by selecting the contact through lookup. The contact in this example has Invalid email address (Invalid username and domain). I have enabled the checkbox to ‘send notification email to contact’. This email will get bounced. It can be validated in the report with the bounced date and bounced reason.

report strategies in salesforce

Tester should navigate to the ‘Reports’ tab[Symbol]Click ‘New Report’[Symbol] Select ‘Contact and Account’ report type[Symbol] Click create button. This action takes us to the ‘New Report’ page. The criteria to get the bounced email is Date field = ‘Email bounced date’ and Range should be selected. By using this, we can get the bounced emails report Finally, click ‘Run Report’ to get the final output.

The above contact has a deleted or non-existing email account. So, it will get bounced. It can be validated through report. This same case is used for ‘Blocked emails’ example also.

report strategies in salesforce

report strategies in salesforce

The mentioned contact has invalid address (Invalid username with correct domain). It will get bounced and can be verified through report.