Salesforce Testing for Financial Services

Solve the challenges of legacy systems, compliance, and data security with scalable automation.

Finance
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Provar's Key Features: Tailored Test Automation for the Finance Industry

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    Native Salesforce Support: Tailored for all Salesforce Clouds, including Financial Services Cloud, and other Finance solutions, such as NCino.
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    Low-Code Test Building: Enable cross-functional teams to create, manage, and execute tests.
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    Comprehensive Reporting: Gain actionable insights with real-time analytics and reporting.
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    Integration Ready: Works seamlessly with DevOps tools like Jenkins, Git, and Jira.

Proven Results in Financial Services

50%
Faster Testing Cycles
30%
Increase in Test Coverage
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Significant Reduction in Compliance Risks

The Salesforce Testing Challenges in Financial Services

Financial services face unique challenges when ensuring the reliability of their Salesforce platforms:
  • Financial workflows like loan approvals, portfolio management, and risk assessments require extensive customization.
  • Testing such complex, dynamic processes manually is time-consuming and error-prone.
  • Salesforce customizations must comply with strict regulations like GDPR, SOX, and PCI-DSS.
  • Manual testing often fails to catch compliance issues efficiently.
  • Testing in an environment that handles sensitive financial data requires secure and efficient strategies to prevent breaches.
  • Masking and handling test data appropriately are crucial.
  • Salesforce often integrates with multiple tools like ERP systems, financial risk platforms, and payment gateways.
  • Ensuring smooth operation across these integrations is a significant challenge.
  • Provar’s native Salesforce integration ensures that tests adapt automatically to seasonal updates.
  • Save time and resources with minimal maintenance requirements.

How Provar Solves These Challenges

Provar's test automation platform is uniquely designed for Salesforce, empowering financial services teams to deliver flawless, compliant, and high-performing solutions. Here's how:
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End-to-End Testing

  • Test complex workflows seamlessly across Salesforce and its integrations.
  • Ensure consistency with reusable test cases and robust automation frameworks.
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Regulatory Compliance

  • Easily validate processes against compliance requirements.
  • Build tests that automatically adapt to Salesforce updates, ensuring no critical processes break.
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Secure Test Data Management

  • Use Provar’s data masking capabilities to protect sensitive information.
  • Enable safe testing in production-like environments without compromising security.
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Adaptable to Salesforce Changes

  • Provar’s low-code test automation is tightly integrated with Salesforce, minimizing the impact of seasonal updates.
  • Identify and resolve potential risks fast and before they impact users.
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Scalable Automation

  • Scale your test automation to accommodate enterprise-level financial service demands.
  • Support for CI/CD pipelines ensures streamlined development and deployment cycles.
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Discover how Provar can transform your Salesforce testing process, ensuring compliance, efficiency, and customer satisfaction in the financial services industry.
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