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Insight Global seeks an experienced Salesforce QA tester to validate declarative components and end-to-end processes, ensuring alignment with requirements. You will plan and execute UAT, create clear test steps, and document defects with traceability while supporting go-live activities.
Responsibilities include validating flows, permissions, reports, dashboards, and data changes, and coordinating testing across milestones to ensure release readiness.
5+ years in Salesforce administration, and CRM quality assurance (QA) testing experience.
Hands-on experience testing Salesforce Flows, permissions, reports, dashboards, Sales Processes, case processes, and data changes. including regression testing, end to end testing and UAT
Ability to write clear test steps, expected results, defects, and traceability requirements.
Combines declarative platform support with structured quality assurance to keep configuration, data, workflows, dashboards, and releases aligned to approved requirements.
Key responsibilities
Configure and maintain declarative Salesforce components under the direction of the Technical Architect.
Prepare and manage test scenarios, UAT scripts, test data, defect tracking, regression coverage, and evidence of results.
Validate profiles/permission sets, page layouts, record types, fields, flows, reports, dashboards, queues, routing, and notifications.
Validate milestone-based task/activity completion behavior, including status progression, required fields, dependency rules, completion criteria, overdue items, reassignment scenarios, and reporting accuracy.
Coordinate UAT execution and sign-off; retest fixes and confirm readiness for deployment.
Assist with data validation, migration reconciliation, release notes, user guidance, and operational readiness materials.
Support end-user training sessions, go-live checklists, hypercare triage, and knowledge transfer.
UAT scripts, test cases, execution evidence, defect log, and sign-off package
Regression checklist and release-readiness validation
Reports and dashboards validation
Test evidence and validation results for milestone-based task/activity completion workflows and dashboard/report accuracy
Training aids, release notes, admin handoff, and hypercare support log inputs
Core skills and tools
Salesforce Setup, Flow, objects/fields, validation rules, security configuration, reports, and dashboards
UAT planning, functional/regression testing, defect lifecycle, test evidence, and release validation
Data Loader or equivalent migration tools; Excel-based reconciliation; Agile backlog tools