Delivering Salesforce and Payment Platform Quality Assurance for Settlement, Reconciliation, and UAT Programs

09.01.26 08:13 AM - By Gerald

Introduction

This case demonstrates how structured quality assurance, business analysis, and user acceptance testing were applied to complex Salesforce and payment processing platforms. The work focuses on ensuring accuracy, compliance, and operational stability across banking, merchant onboarding, and transaction settlement systems.

Context

The systems operated within highly regulated banking, payments, and financial services environments, covering point-of-sale transactions, e-commerce gateways, card issuing and acquiring, and merchant onboarding platforms. Salesforce Sales Cloud, Service Cloud, Community Cloud, and Marketing Cloud were used alongside payment switches, settlement engines, and reconciliation systems. These platforms supported high-volume transaction processing and required close coordination between business users, technology teams, and external payment networks.

Challenge

The primary challenge involved validating end-to-end transaction flows across multiple systems while maintaining strict accuracy in settlement and reconciliation processes. Payment platforms needed to correctly process clearing files, settlement files, chargebacks, and reconciliation outputs for multiple card networks and payment gateways. At the same time, Salesforce implementations required thorough testing of case management, workflows, automations, community access, and document generation. Additional complexity arose from coordinating UAT across distributed teams, managing defect triage, and aligning testing outcomes with business and regulatory expectations.

Approach

The approach emphasized strong collaboration with stakeholders to refine requirements, define acceptance criteria, and align test strategy with business objectives. Test planning covered functional, regression, system, and user acceptance testing across both Salesforce and non-Salesforce platforms. Traceability matrices were used to ensure full coverage from requirements to test execution. Backend validation was performed through database queries and reconciliation reports, while frontend testing covered web and mobile channels across browsers and devices. Defect management processes included structured reporting, prioritization, and triage meetings to ensure timely resolution.

Solution

Quality assurance activities were delivered across Salesforce Sales Cloud and Service Cloud implementations, focusing on entities such as cases, accounts, contacts, reports, workflows, and flows. Email-to-Case, assignment rules, escalation rules, and guided flows were validated to ensure correct routing and SLA compliance. Salesforce administrative configurations such as profiles, roles, page layouts, and reports were tested to confirm security and usability.

Conga CLM workflows were tested to validate contract generation, document accuracy, and integration with Salesforce data, including specialized document generation scenarios. Payment and banking platforms were validated through certification testing for point-of-sale, e-commerce gateways, and merchant onboarding processes. Settlement and reconciliation testing included staging and validating clearing files, verifying settlement amounts, processing machine-readable files for general ledger purposes, and ensuring accurate handling of chargebacks. Coordination with external vendors and payment networks ensured certification requirements were met.

Outcome

The resulting QA and UAT programs improved platform stability, reduced post-release defects, and increased confidence in transaction accuracy across payment and Salesforce systems. Business users benefited from validated workflows and reliable reporting, while financial operations gained assurance that settlement and reconciliation outputs matched expected outcomes. From a delivery perspective, structured testing and defect management enabled smoother releases and stronger alignment between technology and business teams.

Technology Stack

The solutions involved Salesforce Sales Cloud, Service Cloud, Community Cloud, and Marketing Cloud, Conga CLM, Salesforce Flows, SOQL, payment switches, settlement and reconciliation systems, SQL-based backend validation, test management tools, defect tracking platforms, and payment network certification tools.