End-to-end testing Salesforce insurance app
Salesforce Testing for Insurance Company
Testing and quality assurance development for a Salesforce-based insurance platform, designed to support operations for a leading global specialty insurer.
#SalesforceTesting
#QualityAssurance
#RegressionTesting
Client*
A global specialty insurance provider offering innovative risk management solutions, serving commercial clients and underwriting partners across multiple industries.
*Due to NDA restrictions, specific client details and case study insights cannot be disclosed.
Project in numbers
duration
2025 – Present
team
3 specialists
Team involved in the project
industry
Insurance
region
USA and Canada
solution
CRM, BPA
technologies
Salesforce, Omnistudio, Testing frameworks
services
Specialty Lease Salesforce Solution
1 Delivery Manager
3 Backend Developers
2 PM/BA Hybrid Roles
1 QA Engineer
Legal Ease Platform
2 Salesforce Developers
2 Full-Stack Developers (.NET + Angular for web components)
1 Project Manager
3 x Android Developers
1 x QA Automation Engineer
Challenge
The project encountered several key challenges:
Ensuring seamless integration of new side apps within Salesforce
Regression testing of Omnistudio package upgrades
Testing new insurance products and document templates for multiple countries
Solution & functionality
To address these challenges, the team implemented a comprehensive testing strategy.
To address these challenges, the team implemented a comprehensive testing strategy.
- Smoke testing was conducted for new Salesforce app integrations to ensure basic functionality and stability.
- Regression testing was performed for Omnistudio package upgrades to confirm that no existing features were disrupted. New insurance products and document templates for Canada and other countries were rigorously tested to validate their logic and compliance with business requirements.
The team also validated new Salesforce objects, fields, and approval routing logic to support the automation of licensing processes. Email notification triggers and wording were tested within end-to-end insurance processes to ensure accuracy and consistency.
Results and business value
The efforts of the team delivered significant business value. The quality and reliability of the insurance management system were greatly improved, ensuring smoother operations.
NA
Automation of licensing processes through new Salesforce objects and fields enhanced efficiency and reduced manual effort.
NA
Compliance with document templates and wordings for various countries was ensured, minimizing the risk of errors and inconsistencies.
NA
Production bugs related to Omniscripts were resolved, restoring core functionality and improving user experience.
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