Salesforce Dictionary - Free Salesforce GlossarySalesforce Dictionary
Salesforce QA / Tester
medium

How do you test an installed AppExchange managed package?

Managed packages add custom objects, fields, code; QA must verify they work in your org.

Pre-installation:

  • Read package documentation.
  • Read security review status.
  • Check vendor reputation.

Post-installation:

  • Verify package installed correctly.
  • Permission set / profile assigned to test users.
  • Sample features work.

Integration with existing customisations:

  • Package fields visible on existing layouts.
  • Package automation triggers correctly.
  • Package data flows correctly.

Test scenarios:

  • Common workflows the package supports.
  • Edge cases.
  • Performance impact (especially packages with heavy code).
  • Conflicts with existing config.

Manage package limits:

  • Package code lines (count against limits).
  • Package custom objects/fields.

Upgrade testing:

  • Vendor releases new version.
  • Test in sandbox before production install.

Uninstall testing:

  • Document uninstall process.
  • Test in sandbox.

Common pitfalls:

  • Skipping testing — packages are "trusted".
  • Missing customer-specific config that interacts.
  • Performance regression.

Senior insight: packages are third-party code. QA them like internal code.

Why this answer works

Senior. The pre/post installation framework and "third-party code" framing are mature.

Follow-ups to expect

Related dictionary terms