About the Client
The client is a technology services provider that supports 11 Beverage Bottlers in North America, managing 95% of the volume and transactions of this brand. They provide a unified Salesforce platform delivering business processes, manufacturing solutions, customer service tools and data standardization across multiple independently owned companies.
Their Salesforce environment supports more than 15,000 users across business functions, locations and partner organizations. Maintaining consistent Salesforce availability is essential for daily operations in this high-volume, consumer goods distribution environment.
The Challenge
Salesforce issues three Major Releases every year, introducing platform updates that can potentially affect existing customizations and configurations. For the client, these updates carried significant risks:
- Each Salesforce Major Release has the potential to disrupt customized workflows, integrations and business logic critical to day-to-day operations.
- Any unaddressed regression could impact business users across sales, customer service, field operations and supply chain processes.
- The client required a specialized testing partner with Salesforce expertise to perform proactive impact analysis and full regression testing prior to every production deployment.
A consistent, scalable regression testing framework was needed to ensure platform stability with each new Salesforce release.
Our Solution
CoreFlex was engaged as the client’s dedicated Salesforce Release Testing Partner, establishing a structured and repeatable process to safeguard all Salesforce Major Release cycles.
The solution included:
Regression Suite Development
We developed a Salesforce-specific regression test suite that covered the client’s critical business workflows and system configurations. This suite became the foundation for each quarterly release validation.
Salesforce Release Notes Analysis
Two weeks before each scheduled Salesforce Major Release, we reviewed Salesforce release notes to identify changes potentially impacting the client’s customizations, workflows and integrations.
Impact-Based Test Suite Augmentation
The regression suite was dynamically updated to include additional test cases based on identified changes from Salesforce’s release documentation.
Full Regression Execution in UAT
The updated regression suite was executed in the client’s Salesforce UAT (User Acceptance Testing) environment, simulating real-world business operations.
Defect Categorization and Resolution
Defects identified during testing were analyzed for root cause. Any critical issues introduced by Salesforce were escalated directly to Salesforce for resolution prior to production deployment.
Release Validation and Production Sign-Off
Once no critical defects remained, the Salesforce Major Release was validated and signed off for deployment into production, ensuring stability for end users.
Results
The Salesforce Release Testing framework delivered key business outcomes:
- Successful deployment of Salesforce Major Releases with no disruptions to daily business operations.
- Full mitigation of critical defects before production deployment.
- Standardized, repeatable testing cycles aligned with Salesforce’s release cadence.
- Risk mitigation for a highly complex Salesforce environment supporting more than 15,000 users across multiple business units.
The CoreFlex Advantage
By combining Salesforce platform expertise, proactive release analysis and disciplined regression testing, CoreFlex enabled the client to adopt a proactive release management model that ensures Salesforce stability without compromising business agility.
The result is a fully scalable framework that allows Salesforce to evolve while maintaining operational confidence across the enterprise.
Ready to Future-Proof Your Salesforce Release Cycles?
To explore how CoreFlex can help protect your Salesforce platform through proactive release testing and automation, Contact us to schedule a consultation.
“The QA team continues to deliver excellent work. They remain one of our most critical and trusted partners.
- Director | SAP, Salesforce, Customer Engagement
