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Enterprise Systems

Salesforce testing for
every release and customisation.

Testing and no-code automation for Salesforce implementations, integrations, releases and support. PinnacleQM helps CRM and product teams ship Salesforce change faster while protecting the customer journeys it runs.

Book a Consultation Our Salesforce services

Constant releases.
Critical customer journeys.

Salesforce releases three major updates a year, on top of your own customisations and integrations.

Each change can affect sales, service and customer self-service at the same time.

Release-driven regression

Salesforce's seasonal releases must be regression tested against your configuration before they reach production.

Heavy customisation

Flows, Apex, Lightning components and managed packages create behaviour that standard tests do not cover.

Integrated customer data

Salesforce exchanges data with billing, ERP and marketing systems that must stay consistent.

Assurance across
the Salesforce lifecycle.

Reusable natural-language assets cover Salesforce from build to operations.

Project deliveryMigration & upgradesIntegrationBusiness acceptanceSupport & maintenanceOperational automation

Project delivery

Test strategy and execution for Salesforce implementations and new clouds, covering configuration, flows, custom code and end-to-end customer journeys, with automation built during each sprint.

  • Journey-based test design
  • Configuration and flow testing
  • Automation within sprints

Migration & upgrades

Assurance for data migration into Salesforce and for org consolidations, managed-package upgrades and seasonal releases, with reconciliation and regression of critical sales and service processes.

  • Data migration reconciliation
  • Seasonal release regression
  • Package upgrade testing

Integration

Testing of APIs and data flows between Salesforce and ERP, billing, marketing and service systems, so records, statuses and events stay aligned end to end.

  • API and event testing
  • Cross-system data checks
  • End-to-end journey validation

Business acceptance

Authorise turns sales and service users' acceptance criteria into automated tests with video evidence, so business owners approve changes quickly without repeating manual UAT and recorded.

  • Criteria-based automated UAT
  • Video evidence for sign-off
  • Less user effort

Support & maintenance

Scheduled regression of admin changes, hotfixes and seasonal releases, linked to your ticketing system, so small changes cannot break critical customer journeys unnoticed or customers.

  • Scheduled virtual tester runs
  • Ticket-linked regression
  • Release readiness reports

Operational automation

Test assets are reused in Aurora to automate repetitive Salesforce administration and data tasks, increasing team throughput with virtual workers and freeing staff for customers.

  • Automate repetitive admin tasks
  • Virtual workers for throughput
  • Natural-language maintenance
Insights

Insights for
Salesforce teams.

All insights
7 min read
DevOps and delivery

Why DevOps maturity, not tooling, decides your release cadence

Tools do not make releases faster by themselves. The practices, ownership and feedback loops that actually change cadence.
7 min read
Test automation

How much regression testing can you safely automate?

A practical way to decide which regression tests to automate, which to keep manual, and how to measure the return.
7 min read
Release assurance

Business acceptance: the release gate that actually matters

Why business acceptance evidence, not test execution counts, should decide go-live, and how to gather it without draining business teams.

Platforms built
for Salesforce change.

PinnacleQM platforms add scale and evidence to Salesforce testing, alongside your existing DevOps tools.

QMFactory

QMFactory for Salesforce releases

Central coverage, traceability and dashboards for every Salesforce release, sprint and support change, integrated with your pipeline.

Enginuity

Enginuity for Salesforce journeys

Natural-language automation of Lightning, console and portal journeys plus APIs, run by virtual testers before every release.

Authorise

Authorise for CRM users

Sales and service leads approve changes from video evidence instead of repeating manual acceptance testing.

Enigma

Enigma for customer data

Obfuscates customer records in sandboxes while keeping relationships intact, so realistic data can be used safely.

Test data

Realistic Salesforce test data

Creates representative accounts, contacts, cases and opportunities at volume for regression and performance testing of Salesforce.

Salesforce questions

Salesforce testing,
answered plainly.

Common questions from CRM, product and delivery leaders.

How do you test Salesforce seasonal releases?

PinnacleQM maintains a regression pack of your critical Salesforce journeys and runs it against a preview sandbox before each seasonal release reaches production. Virtual testers execute the pack at scale, and results show which processes, flows or components behave differently. That gives your team time to fix issues or adjust configuration before users are affected.

Can you automate Salesforce Lightning and custom components?

Yes. Enginuity automates Lightning pages, consoles, portals and custom components using natural-language scripts, and can also test APIs and data directly. AI scans detect interface changes so tests can be updated in one reusable component rather than across many scripts, which keeps maintenance low as your Salesforce org evolves.

How do you test integrations between Salesforce and other systems?

PinnacleQM maps the data flows between Salesforce and connected systems such as ERP, billing and marketing platforms, then tests APIs, events and end-to-end journeys in dependency order. Checks confirm that records, statuses and financial values stay consistent across systems, so integration defects are found before customers or finance teams notice them.

Can we use production-like data in Salesforce sandboxes?

Yes, safely. Enigma obfuscates customer and contact details in sandbox copies while keeping relationships between accounts, cases and opportunities intact. Tests behave as they would in production, but personal information is protected, which means partner and offshore teams can work with realistic Salesforce data within privacy obligations.

Can PinnacleQM test a data migration or org consolidation in Salesforce?

Yes. PinnacleQM provides assurance for data migration into Salesforce, org consolidations and managed-package upgrades. Migrated data is reconciled, and critical sales and service processes are regression tested. Sales and service leads can then approve the change from Authorise video evidence instead of repeating manual acceptance testing.

Talk to our Salesforce team

Make every Salesforce
release a safe one.

Tell us about your Salesforce clouds, customisations and release cadence. We will show how automated regression and evidence-based acceptance can make each release faster and safer.

Mention your Salesforce clouds, integrations and release schedule.