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Plan Your Scale Test

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain the importance of planning in performance testing.
  • Learn how to define clear testing goals and objectives for Agentforce implementation.

In this unit, you dive into the crucial first step of scale testing planning. Planning is the foundation of a successful test, ensuring that you have a clear direction and purpose for your testing efforts, especially when integrating Agentforce. The stakes are high, whether you're preparing for a Hyperforce migration, a large-scale product launch, or seasonal traffic surges.

Scale Test is a paid add-on available for full sandbox users, designed to validate a Salesforce implementation’s ability to handle production-level traffic. The process is a cycle that involves using metrics like requests per second (RPS), experienced page time (EPT), and server-side traffic to plan tests. You’ll schedule a test slot, and the test will run at production peak load.

Explore Why Planning Is Important

When you plan ahead, you set yourself up for success by accomplishing the following.

  • Clear direction: You define what you want to achieve with your scale tests. This clarity ensures that your tests are focused and effective.
  • Resource allocation: You can allocate resources efficiently, ensuring that you have the necessary tools and personnel to conduct your tests.
  • Risk mitigation: You can identify potential risks and develop strategies to mitigate them, reducing the likelihood of unexpected issues.

The Test Plan Creation window in Scale Test.

Discover the Steps in the Planning Process

When you plan your testing, there are some steps you want to follow to ensure it goes smoothly.

Testing Step

Description

Define Testing Goals

  • Identify key performance indicators (KPIs): Determine what metrics are most important for your application. Common KPIs include response time, throughput, and error rates.
  • Set realistic objectives: Define what you want to achieve with your tests. For example, you might want to ensure that your application can handle 10,000 concurrent users without performance degradation. You sync Playwright scripts from GitHub. Playwright scripts are used for automating web browser interactions, primarily for end-to-end testing. These scripts are executed within a Playwright environment, separate from the browser’s page environment.
  • If you’re testing an Agentforce implementation, ensure that the chatbot responses are quick and accurate.

Understand Your Application

  • Application architecture: Familiarize yourself with the architecture of your application, including the components, their interactions, and any dependencies.
  • User workflows: Identify the key user workflows that you want to test. This will help you create realistic test scenarios.

Gather Requirements

  • Business requirements: Work with business stakeholders to gather their requirements and expectations. This ensures that your tests align with business goals.
  • Technical requirements: Define the technical requirements for your tests, such as the number of users, the type of load, and the duration of the test. Consider the specific needs of Agentforce, such as agent interactions and chatbot performance.

Develop a Test Plan

  • Scale Test’s Test Plan Creation feature analyzes live production data to identify the slowest and most frequently used pages, APIs, and Lightning components. Use this during peak hours to uncover hot spots and use them to drive test design.
  • Test scenarios: Create detailed test scenarios that cover the key user workflows and business requirements. Identify the most common user paths and potential outliers that you don’t want to miss. Instead of testing isolated pages or APIs, build end-to-end user journeys that incorporate these hot spots. For example, a journey might start at the Home Page, navigate to Account View, and then perform an Opportunity Update. This approach ensures your tests reflect realistic workflows and focus on the most critical parts of your application.
  • Test data: Plan the test data you will use, ensuring it is representative of real-world data. Ensure that your test data accurately reflects the variety and volume of data found in production.
  • Test environment: Set up a test environment that closely mimics your production environment. Verify that your test environment's settings and integrations align with your production setup.

Use Case: Multicloud Deployment During Peak Shopping Season

You’re preparing a scale test for a multicloud Salesforce deployment where Service Cloud, Experience Cloud, and Agentforce are integrated. During peak shopping season, your application must handle 25,000 concurrent users executing core workflows like checkout, live chat, and API-based fulfillment tracking. You use the Scale Test planning interface to do the following.

  • Define key performance indicators (for example experienced page time under 3 seconds or 95th percentile bot response under 1.2 seconds).
  • Estimate user concurrency.
  • Identify test workflows using GitHub-synced scripts.

Identifying and listing these metrics then allows you to move on to the test preparation phase with firm data in hand.

Resources

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