Most bugs in Salesforce are not UI issues… They are access issues.

What to Validate:

  • Who can see the record
  • Who can edit/delete
  • Who can access fields (FLS)
  • Who can access tabs & objects

How to Test:

Create or use different users:

  • Sales User
  • Support User
  • Manager
  • Read-only user

Then test:

  1. Login as each user
  2. Open same record (e.g. Opportunity)
  3. Try:
    • View
    • Edit
    • Delete
    • Access restricted fields

Common Bugs:

  • User sees data they should NOT see
  • User cannot edit when they should be able to
  • Field visible but should be hidden (FLS issue)
  • Automation fails due to missing permissions
  • Reports showing data user shouldn’t access

Pro Tip:

Automations can fail due to missing permissions. always test flows with restricted users.