A Requirement Traceability Matrix (RTM) is an extremely useful document that you should make sure that is part of your standard QA process. This document essentially maps User Requirements to Test Cases to ensure that no functionality/requirement is missed from the testing coverage. Depending on you Test Plan, the Requirement Traceability Matrix may be a test deliverable for your project.
What is Test Coverage?
Test coverage determines whether a Tester has created Test Cases that ensure a solution has been completely and fully tested. A Salesforce QA Tester’s approach should not differ and they should be sure to create a requirements matrix to assist in understanding their coverage.
How To Create A Requirements Traceability Matrix
Depending if you have a Test Management Tool (such as qTest) in place or not, creating a requirements traceability matrix can be a simple click of a button, or a bit more of a manual task using Google Sheets or Microsoft Excel. Ultimately though, you will be matching your requirements against you Test Cases – again depending on whether this is a test deliverable for your project, depends on how details and how much information is included on the matrix. The below image is a typical high level requirement traceability matrix.
At the end of your Test Scripting, you should at very minimum have a single test mapped against each User Story. If you are able fully cover the requirement/acceptance criteria of multiple User Stories within a single test case then you will find efficiency within your testing.
If a Requirement Traceability Matrix is to be used for post-Testing reporting then the status of tests runs as well as defect associated with each User Story can be detailed.
If you are new to Salesforce Testing or trying to implement a Salesforce QA function, then a Requirement Traceability Matrix should definitely be part of your approach and will serve as a simple quality check.
A Certified Salesforce Administrator, Salesforce Einstein Analytics and Discovery Consultant, ISTQB® Certified Tester Advanced Level, Jitterbit Foundations and Jitterbit Core Certified QA Test Automation Manager who is also an experienced creative all-rounder with enthusiasm and the proven ability to understand client needs and deliver satisfying solutions. A thirst for new technology and modern Quality Assurance and Testing techniques keeps me aspiring to learn at every opportunity. My current role is at Publicis Sapient who are an official Salesforce Platinum Partner. Publicis Sapient provide Salesforce expertise and strategic thinking that enables organisations to transform their business to Cloud-based technology.