UAT Test Plan Templates for Salesforce-related Projects

This template outlines the UAT process's overall strategy, objectives, and scope. It includes sections for test objectives, test deliverables, test environments, test schedules, test resources, and acceptance criteria.

For example

Project Name: Acme Inc. Salesforce Implementation

UAT Test Plan Version: 1.0

Date: May 21, 2023

Test Objectives:

Validate the functionality and usability of the Salesforce system for Acme Inc.

Ensure that the system meets the business requirements and user expectations.

Identify and address any issues or defects before system deployment.

Test Deliverables:

1. UAT test cases

2. Defect tracking reports

3. UAT sign-off document

4. UAT test summary report

Test Environment:

1. Salesforce Instance: Sandbox

2. Additional Software/Configurations: None

3. Access Permissions and User Roles: Test users to be assigned Salesforce user roles with appropriate access levels.

Test Schedule:

1. UAT Phase Start Date: June 1, 2023

2. UAT Phase End Date: June 14, 2023

3. Test Execution Milestones:

4. Test Scenarios Identification: June 1, 2023

5. Test Execution: June 5 - June 11, 2023

6. Defect Resolution: June 12 - June 13, 2023

7. UAT Sign-Off: June 14, 2023

Test Resources:

1. UAT Participants: Sales team, marketing team, customer support team

2. UAT Coordinator/Facilitator: John Smith

3. Technical Support Team: IT department

4. Training/Documentation Resources: User manuals, training videos

Test Approach:

1. User Scenarios/Use Cases: Test all Salesforce modules, including lead management, opportunity tracking, and customer support.

2. Testing Techniques: Scripted testing with predefined test cases.

3. Test Data/Environment Setup: Test data will be prepared to simulate real-world scenarios.

4. Test Coverage Criteria: All critical and high-priority features and business processes.

5. Test Execution and Defect Management: Test cases will be executed, and defects will be logged, tracked, and resolved using JIRA.

Acceptance Criteria:

1. All Salesforce modules and functionalities meet the specified business requirements.

2. Response times for key operations are within acceptable limits.

3. Users can easily navigate and perform tasks in the system.

4. Integration with other systems is functioning as expected.

5. Data accuracy is maintained during data imports and exports.

6. Compliance and security standards are met.

Risks and Mitigation:

1. Risk: Inadequate training for UAT participants

2. Mitigation: Conduct training sessions and provide user manuals/videos to ensure participants are familiar with Salesforce.

Roles and Responsibilities:

1. UAT Participants: Execute test cases, report defects, provide feedback.

2. UAT Coordinator/Facilitator: Coordinate UAT activities, track progress, resolve issues, and communicate with stakeholders.

3. Business Analysts: Support UAT participants, clarify requirements, and assist with defect analysis.

4. Developers: Address defects found during UAT and perform necessary fixes.

5. Project Managers: Oversee UAT progress and ensure timely completion.

Communication Plan:

1. Progress Reporting: Weekly status meetings with stakeholders to provide updates on UAT progress, defect status, and resolution.

2. Channels of Communication: Email for routine updates, project management tool for defect tracking, and meetings for critical discussions.

Approval:

UAT Test Plan Approval:

[Name/Role]: [Signature]: [Date]

[Name/Role]: [Signature]: [Date]

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