Business workflows
- Lead qualification and conversion
- Opportunity stage and forecast changes
- Quote, discount, and approval
- Case intake, routing, escalation, and closure
Free CSV template
Salesforce UAT testing template
Direct answer
A Salesforce UAT testing template connects each business requirement to a real user, test data, steps, an expected result, evidence, defects, retest, and sign-off. ForceFolks provides a ready-to-use CSV plus go or no-go rules so acceptance is a controlled business decision, not an informal demo.
What is Salesforce user acceptance testing?
User acceptance testing gives the people who run the process a controlled way to accept or reject the release. Salesforce Trailhead states that UAT confirms the solution meets business requirements and supports a go or no-go release decision. Its guidance covers test scripts, compliance, testers, collaboration, data collection, feedback, and stakeholder sign-off.
UAT is not a substitute for unit, integration, regression, security, accessibility, or performance testing. It confirms that the complete workflow works for the business user. Review the official Salesforce UAT module and the test-case planning guide with this template.
Template fields
What every Salesforce UAT test case needs
| Field | Purpose | Good example |
|---|---|---|
| Test ID and requirement | Trace the result to approved scope | UAT-SALES-014 / REQ-042 |
| Persona and process | Test as the person who does the work | Account executive / discount approval |
| Preconditions and data | Make the test repeatable | Active account, product, price book, manager |
| Numbered steps | State what the tester does | Create quote; add product; request approval |
| Expected result | Define pass or fail before execution | Manager receives request and can approve |
| Actual result and evidence | Record what happened | Passed; screenshot or run reference linked |
| Defect and owner | Control resolution | DEF-118; CRM product owner |
| Retest and sign-off | Close the loop | Passed in build 26.8.10; signed by VP Sales |
Coverage
Prioritize real business risk
Salesforce recommends prioritizing high-value and high-usage processes. ForceFolks adds negative paths, permissions, integrations, and data controls.
Data and access
- Each affected persona and permission set
- Required fields and validation messages
- Duplicate prevention and ownership
- Reports, dashboards, and audit needs
Connected behavior
- ERP, billing, support, and marketing handoffs
- Retries, delays, and error messages
- Batch and high-volume cases
- Email, document, and notification outputs
Release gate
Use explicit go or no-go criteria
| Gate | Go condition | No-go signal |
|---|---|---|
| Critical processes | All priority-one tests passed | A critical path is untested or failed |
| Defects | No open severity-one defects; exceptions approved | Material defect has no workaround or owner |
| Data | Migration totals and samples reconciled | Counts, ownership, or balances do not reconcile |
| Access | Each persona passed with least-privilege access | Admin-only test passed but runtime user failed |
| Operations | Deployment, rollback, support, and monitoring ready | No safe rollback or production owner |
| Approval | Named business owner signs the release record | Acceptance is assumed from meeting attendance |
FAQ
Salesforce UAT FAQ
What is Salesforce UAT?
Salesforce user acceptance testing is the business-led test that confirms a release supports agreed requirements and real user workflows before production approval.
Who should perform Salesforce UAT?
Business users who perform the process should execute the tests. A product owner or business lead owns acceptance. The delivery team prepares the environment, data, scripts, evidence process, and defect support but should not approve its own work.
What should a Salesforce UAT test case contain?
Include a test ID, linked requirement, persona, preconditions, test data, numbered steps, expected result, actual result, status, evidence, defect link, owner, retest result, and sign-off.
What is a Salesforce UAT go or no-go decision?
A go decision confirms that required tests passed, critical defects are closed, accepted exceptions have owners, deployment and rollback plans are ready, and the accountable business owner signed off. If those conditions are not met, the decision is no-go.
Approve the release with evidence.
ForceFolks can turn requirements into UAT scripts, prepare the sandbox and test data, manage defects, and support a controlled Salesforce go-live.