Dec 22, 2025
No image
Salesforce Omnistudio Testing for Insurance Company
Ongoing

Salesforce Omnistudio Testing for Insurance Company

$75,000+
7-12 months
Canada
2-5
view project
Service categories
Service Lines
QA and Testing
Domain focus
Other
Subcategories
QA and Testing
Regression

Challenge

Ensuring seamless integration of new side apps within Salesforce

Regression testing of Omnistudio package upgrades

Testing new insurance products and document templates for multiple countries

To ensure basic functionality and stability

To ensure accuracy and consistency.

Solution

To address these challenges, the team implemented a comprehensive testing strategy.

Smoke testing
Smoke testing was conducted for new Salesforce app integrations to ensure basic functionality and stability.

Regression testing
Regression testing was performed for Omnistudio package upgrades to confirm that no existing features were disrupted. New insurance products and document templates for Canada and other countries were rigorously tested to validate their logic and compliance with business requirements. basic functionality and stability.

Salesforce objects and processes
The team also validated new Salesforce objects, fields, and approval routing logic to support the automation of licensing processes. Email notification triggers and wording were tested within end-to-end insurance processes to ensure accuracy and consistency.

Results

The efforts of the team delivered significant business value. The quality and reliability of the insurance management system were greatly improved, ensuring smoother operations.

Process automation
Automation of licensing processes through new Salesforce objects and fields enhanced efficiency and reduced manual effort.

Compliance management
Compliance with document templates and wordings for various countries was ensured, minimizing the risk of errors and inconsistencies.