User Acceptance Testing (UAT) is a critical phase in the implementation process to ensure that the Salesforce system meets the business requirements and functions as expected. Below is a sample template for a User Acceptance Testing Plan:
User Acceptance Testing Plan
- Project Name: [Name of the Project]
- UAT Plan Version: [Version Number]
- Date of Last Update: [Date]
- Validate Functionality: Ensure that Salesforce meets the defined business requirements.
- Confirm Data Accuracy: Verify that data has been migrated and displayed correctly.
- Evaluate User Experience: Assess the system’s usability and user interface.
- Identify Issues: Detect and report any defects or discrepancies.
3. Test Scope:
- List the modules, features, and functionalities to be tested.
- Out of Scope:
- Clearly define any functionalities that are not part of this UAT phase.
4. Test Schedule:
- Start Date: [Start Date]
- End Date: [End Date]
- Testing Days: [Specify testing days and hours]
5. Test Environment:
- Environment: Salesforce Sandbox/Production
- URL: [Provide Salesforce URL]
- Test Data: [Specify the test data to be used during UAT]
6. Test Cases:
- Test Case Design:
- Detail how test cases have been designed and organized.
- Test Case Execution:
- Specify the process for executing test cases.
- Traceability Matrix:
- Provide a matrix linking test cases to business requirements.
7. Testing Roles and Responsibilities:
- Test Manager:
- Overall responsibility for UAT planning and execution.
- Business Users/Testers:
- Responsible for executing test cases and providing feedback.
- Salesforce Administrator:
- Assisting in the identification and resolution of technical issues.
8. Entry and Exit Criteria:
- Entry Criteria:
- Define conditions that must be met before UAT begins (e.g., completion of data migration).
- Exit Criteria:
- Specify conditions that must be satisfied for UAT to conclude successfully.
9. Test Data Preparation:
- Data Scenarios:
- Describe the various data scenarios to be tested.
- Data Loading Procedures:
- Explain how test data will be loaded into the Salesforce environment.
10. Test Execution:
- Test Execution Steps:
- Outline the steps for executing test cases.
- Defect Logging:
- Define the process for logging and tracking defects.
- Regression Testing:
- Specify any regression testing that needs to be performed.
11. Communication Plan:
- Status Meetings:
- Define the frequency and format of status meetings.
- Specify how and when test progress and defect reports will be communicated.
12. UAT Sign-Off:
- Criteria for Sign-Off:
- Clearly state the criteria that must be met for UAT sign-off.
- Sign-Off Process:
- Describe the steps involved in obtaining sign-off from business users.
13. Risks and Mitigations:
- Identified Risks:
- List potential risks associated with UAT.
- Mitigation Strategies:
- Provide strategies to mitigate or address identified risks.
- User Training:
- Confirm that end-users are adequately trained for UAT.
- Ensure that user documentation is provided for reference.
15. Post-UAT Activities:
- Defect Resolution:
- Outline the process for resolving defects identified during UAT.
- Knowledge Transfer:
- Transfer knowledge gained during UAT to the production support team.
16. Lessons Learned:
- Document Lessons Learned:
- Encourage feedback from testers and stakeholders for continuous improvement.
- Implementation Feedback:
- Gather feedback on the UAT process and use it for future improvements.
- UAT Plan Approval:
- Specify the process and individuals responsible for approving the UAT plan.
18. Document Control:
- Version Control:
- Maintain version control for the UAT plan.
- Document History:
- Record changes made to the plan, including dates and reasons for changes.