System Test Plan

Table of Contents

1. Introduction
2. Objectives
3. Scope
4. Test Strategy
5. Test Plan
   • Test Environment
   • Test Criteria
   • Test Deliverables
6. Test Schedule
7. Resources
8. Roles and Responsibilities
9. Defect Management
10. Risk Management
11. Communication Plan
12. Approval

Introduction

This System Test Plan outlines the testing strategy and plan for connecting and replacing the legacy CRM system with Salesforce. It includes the migration of all contact information from the legacy system to Salesforce.

Objectives

The objectives of the system testing are:

• To ensure the seamless integration of the legacy CRM system with Salesforce.
• To verify the accurate and complete migration of contact information from the legacy CRM to Salesforce.
• To validate the functionality, performance, and security of the integrated system.

Scope

The scope of the system testing includes:

• Testing the code that connects the legacy CRM system to Salesforce.
• Validating the migration process for all contact information from the legacy system to Salesforce.
• Ensuring that all functionalities of the legacy CRM are correctly replicated in Salesforce.

Test Strategy

The overall test strategy includes:

• Functional Testing: To verify that all functionalities are working as expected.
• Performance Testing: To ensure the system performs well under expected load conditions.
• Security Testing: To validate that the system is secure and data integrity is maintained.

Test Plan

Test Environment

The test environment will include:

• Hardware: Servers and workstations with appropriate configurations.
• Software: Salesforce, legacy CRM system, and necessary middleware.
• Network: Configurations to simulate the production network environment.

Test Criteria

• Entry Criteria:
  • Test environment setup is complete.
  • Test data for the legacy CRM system is available.
  • Code for connecting and migrating data to Salesforce is deployed.
• Exit Criteria:
  • All test cases have been executed.
  • All critical and high-severity defects have been resolved.
  • Test summary report is reviewed and approved.

Test Deliverables

• Test Cases
• Test Scripts
• Test Data
• Test Summary Report
• Defect Logs

Test Schedule

The test schedule includes:

• Test Planning: 11/22/2024 - 11/26/2024
• Test Case Design: 11/27/2024 - 12/03/2024
• Test Execution: 12/04/2024 - 12/18/2024
• Defect Resolution: 12/19/2024 - 12/23/2024
• Test Closure: 12/24/2024 - 12/27/2024

Resources

Required resources include:

• Test Manager
• Test Lead
• Test Engineers
• Developers
• Business Analyst
• Tools: JIRA for defect tracking, Selenium for test automation, and Salesforce sandbox for testing.

Roles and Responsibilities

Role	Responsibility
Test Manager	Oversee the testing process, manage resources, and ensure adherence to the test plan
Test Lead	Coordinate testing activities and manage the test team
Test Engineer	Design and execute test cases, report defects
Developer	Fix defects and provide technical support
Business Analyst	Ensure test cases align with business requirements

Defect Management

The defect management process includes:

• Recording defects in JIRA.
• Prioritizing and categorizing defects.
• Assigning defects to developers for resolution.
• Retesting resolved defects.
• Tracking defect status until closure.

Risk Management

Potential risks and mitigation strategies include:

• Data Migration Errors: Mitigation: Perform data validation at each step of the migration.
• Integration Issues: Mitigation: Conduct thorough integration testing and have rollback plans.
• Performance Bottlenecks: Mitigation: Perform performance testing under varying loads.

Communication Plan

Communication Type	Audience	Frequency	Medium	Owner
Status Report	Project Team	Weekly	Email	Test Manager
Defect Review Meeting	Key Stakeholders	Bi-weekly	Meeting	Test Lead
Test Summary Report	All Stakeholders	End of Testing Phase	Document	Test Manager

Approval

• Prepared by: Salesforce
• Email: mikemeier@mad-tech.ai
• Date: 11/21/2024
• Approved by: [Approver's Name]
• Date: [Approval Date]