Keep Pace With Salesforce Changes Without Increasing Testing Effort
Global enterprises rely on Worksoft automate end-to-end testing across Salesforce and connected applications to validate critical sales, service, and customer processes faster and with less risk.
SALESFORCE CUSTOMER PROCESSEs
Keep Customer Commitments on Track
Salesforce brings together the customer-facing stages of sales and service, but the commitments made there are often completed elsewhere. Quotes become orders, orders move into fulfillment and billing, and service interactions depend on account, product, and transaction data held across the enterprise.
As Salesforce releases, flows, configurations, security roles, and integrations evolve, validation needs to follow the customer outcome—not stop at the Salesforce interface. Teams must confirm that information moves correctly, downstream actions occur as expected, and the complete journey still works across every system involved.
Worksoft keeps testing centered on that customer commitment, following the process across Salesforce and the operational systems that fulfill it. Teams can verify that opportunities become accurate orders, orders are fulfilled and billed correctly, and service cases reach resolution with the right customer context.
Worksoft FOR SALESFORCE
Give Business Teams Ownership Without Losing End-to-End Coverage
Worksoft enables business and IT teams to build and maintain Salesforce automation without writing code. Reusable tests follow customer processes across Salesforce and the applications that complete the transaction, helping teams expand coverage without making every update dependent on a small group of automation specialists.
CRITICAL CUSTOMER PROCESSES
Validate the Customer Journey Beyond the CRM
Automate the customer processes that begin in Salesforce and continue across the enterprise, preserving business context from the first interaction through downstream execution.
Lead to Opportunity
Validate the path from lead capture and qualification through opportunity creation, assignment, and progression, including the data and workflow handoffs that keep sales activity moving.
Quote to Cash
Test the complete commercial process from product configuration and pricing through approvals, contracting, order creation, invoicing, and payment across Salesforce and connected systems.
Customer Onboarding
Confirm that customer data, approvals, account setup, provisioning, and communications move correctly across the teams and applications responsible for beginning the customer relationship.
Order and Fulfillment Handoff
Validate that approved orders move accurately from Salesforce into ERP, inventory, logistics, and fulfillment systems, with the right products, quantities, pricing, and customer information.
Case Resolution and Service Escalation
Test service workflows from case creation and routing through escalation, resolution, and customer communication, including handoffs to technical, operational, and field-service teams.
Salesforce to ERP and Billing
Confirm that customer, product, pricing, order, and invoice data moves accurately between Salesforce and downstream ERP and billing applications throughout the transaction.
BUSINESS-LED AUTOMATION
Keep Coverage Aligned With the Way Customer Processes Evolve
Codeless authoring brings process owners closer to automation, while reusable components help teams update coverage as workflows, configurations, and integrations change. Enterprise execution and reporting give teams a shared view of results across the customer journey.
Keep Pace With Salesforce Change
Update and reuse automation as releases, configurations, and business workflows evolve, without rebuilding coverage for every change.
Reduce Repetitive Regression Effort
Automate recurring validation across sales and service workflows so teams can spend more time evaluating exceptions and customer-impacting changes.
Give Process Owners a More Direct Role
Enable business and functional experts to build and maintain coverage without writing code, keeping automation grounded in how customer processes actually work.
Extend Validation Beyond Salesforce
Carry automation into ERP, billing, fulfillment, service, and other applications involved in the customer journey.
Customer Stories
Trusted by Global Enterprises
Organizations running SAP, Oracle, Dynamics 365, and other enterprise systems rely on
Worksoft to validate critical business processes and reduce release risk. Customers across
manufacturing, telecommunications, energy, retail, and financial services use Worksoft to
accelerate transformation while maintaining confidence in system changes.
With Worksoft, even a non-technical person can understand the flow. It’s much easier to use than the other platforms we evaluated.
Worksoft beat the other automation platforms we evaluated hands down
By automating testing across large, complex, and highly customized applications that have evolved over many years, we have built a robust regression pack that rapidly identifies code issues and prevents defects from reaching production.
Worksoft is not only accelerating how we deliver change but is also enhancing quality, scalability, and efficiency across the organization.
Worksoft is very strong in the SAP environment, but you can also use it for non-SAP environments.
A manual automated ECS load would’ve taken us 17 days, whereas with the help of Worksoft’s automation, we were able to do it within four days.
We look at Worksoft as a tool that mitigates risk. We’re better equipped now to support the business at a faster pace.
Resources
Explore Smarter Testing in Action
RESEARCH REPORT
Testing in the Age of AI: A Forrester Study
What enterprise leaders say about AI, testing transformation, business risk, and the changing role of testing.
EBOOK
Smarter Testing Starts with Smarter Data
How production-like SAP data can be provisioned safely and on demand, enabling faster cycles and higher coverage across environments.
ON-DEMAND WEBINAR
Why AI Demands a New Testing Approach
A practical look at how AI is changing both the way testing gets done and what enterprises need to validate.
Explore the Platform
Learn More About the
Capabilities of the
Worksoft Connective
Automation Platform
See It in Action
See Worksoft Validate Your Salesforce Processes
Watch how Worksoft keeps critical Salesforce business processes running through every change, then book time with our team to see it applied to your environment.