sf-tdd-workflow

name	sf-tdd-workflow
description	Use when doing test-driven Salesforce Apex development — RED-GREEN-REFACTOR cycle for classes, triggers, and LWC Jest. Do NOT use for test patterns only.
disable-model-invocation	true

Salesforce TDD Workflow

The test-driven development process adapted for the Salesforce platform. Test implementation patterns (mocks, factories, coverage strategies) live in sf-apex-testing. This skill covers the TDD process — RED-GREEN-REFACTOR cycle and how to apply it to Apex, LWC, and Flows.

Reference: @../_reference/TESTING_STANDARDS.md

---

When to Use

• When starting new Apex class or trigger development using the RED-GREEN-REFACTOR cycle
• When writing LWC Jest tests before building component logic
• When refactoring existing untested Apex code and needing a safety net
• When establishing TDD practices and coverage targets for a team
• When adding tests for a class below the 75% coverage deployment requirement

Related: For test implementation details (@TestSetup, mocks, bulk testing, coverage), see sf-apex-testing.

---

Core Workflow: RED-GREEN-REFACTOR

Step 1: RED — Write Failing Tests First

Write the test before the production code exists. The test should compile but fail.

Apex:

@IsTest
private class AccountServiceTest {

    @TestSetup
    static void makeData() {
        Account acc = new Account(Name = 'Test Account', Industry = 'Technology');
        insert acc;
    }

    @IsTest
    static void shouldCalculateAnnualRevenue() {
        Account acc = [SELECT Id FROM Account LIMIT 1];

        Test.startTest();
        Decimal revenue = AccountService.calculateAnnualRevenue(acc.Id);
        Test.stopTest();

        Assert.isNotNull(revenue, 'Revenue should not be null');
        Assert.isTrue(revenue >= 0, 'Revenue should be non-negative');
    }

    @IsTest
    static void shouldHandleNullInput() {
        Test.startTest();
        try {
            AccountService.calculateAnnualRevenue(null);
            Assert.fail('Should have thrown exception');
        } catch (AccountService.AccountServiceException e) {
            Assert.isTrue(e.getMessage().contains('Account Id'),
                'Error should mention Account Id');
        }
        Test.stopTest();
    }

    @IsTest
    static void shouldHandleBulkRecords() {
        List<Account> accounts = new List<Account>();
        for (Integer i = 0; i < 200; i++) {
            accounts.add(new Account(Name = 'Bulk Test ' + i));
        }
        insert accounts;

        Test.startTest();
        List<Decimal> revenues = AccountService.calculateAnnualRevenueBulk(
            new Map<Id, Account>(accounts).keySet()
        );
        Test.stopTest();

        System.assertEquals(200, revenues.size(), 'Should process all 200 records');
    }
}

LWC Jest:

import { createElement } from 'lwc';
import AccountCard from 'c/accountCard';
import getAccount from '@salesforce/apex/AccountController.getAccount';

jest.mock('@salesforce/apex/AccountController.getAccount',
    () => ({ default: jest.fn() }), { virtual: true });

describe('c-account-card', () => {
    afterEach(() => {
        while (document.body.firstChild) document.body.removeChild(document.body.firstChild);
    });

    it('displays account name when data is loaded', async () => {
        getAccount.mockResolvedValue({ Name: 'Acme Corp', Industry: 'Technology' });
        const element = createElement('c-account-card', { is: AccountCard });
        element.recordId = '001xx000003ABCDEF';
        document.body.appendChild(element);

        await Promise.resolve();
        const nameEl = element.shadowRoot.querySelector('.account-name');
        expect(nameEl.textContent).toBe('Acme Corp');
    });
});

Step 2: GREEN — Implement Minimum Code

Write only enough code to make the tests pass. No premature optimization.

Step 3: REFACTOR — Clean Up

• Extract common patterns into utility classes
• Apply enterprise patterns (Service Layer, Selector Layer) if warranted
• Ensure bulkification
• Run full test suite to verify no regressions

---

Trigger TDD

Create the handler class stub first (empty method signatures so the test compiles), then write the test, then implement the handler, then wire the trigger.

// RED: Write test for trigger handler
@IsTest
private class AccountTriggerHandlerTest {

    @IsTest
    static void shouldSetDefaultIndustryOnInsert() {
        Account acc = new Account(Name = 'TDD Account');

        Test.startTest();
        insert acc;
        Test.stopTest();

        Account result = [SELECT Industry FROM Account WHERE Id = :acc.Id];
        System.assertEquals('Other', result.Industry, 'Should default Industry to Other');
    }

    @IsTest
    static void shouldNotOverrideExistingIndustry() {
        Account acc = new Account(Name = 'TDD Account', Industry = 'Technology');

        Test.startTest();
        insert acc;
        Test.stopTest();

        Account result = [SELECT Industry FROM Account WHERE Id = :acc.Id];
        System.assertEquals('Technology', result.Industry, 'Should keep existing Industry');
    }
}

// GREEN: Implement handler
public with sharing class AccountTriggerHandler {
    public static void onBeforeInsert(List<Account> newAccounts) {
        for (Account acc : newAccounts) {
            if (acc.Industry == null) acc.Industry = 'Other';
        }
    }
}

// Wire trigger (last step)
trigger AccountTrigger on Account (before insert) {
    AccountTriggerHandler.onBeforeInsert(Trigger.new);
}

---

Async TDD Patterns

Queueable TDD

@IsTest
private class AccountEnrichmentJobTest {

    @IsTest
    static void shouldEnrichAccountsWithExternalData() {
        Account acc = new Account(Name = 'Enrich Me', BillingCity = 'San Francisco');
        insert acc;

        Test.startTest();
        System.enqueueJob(new AccountEnrichmentJob(new Set<Id>{ acc.Id }));
        Test.stopTest(); // Forces Queueable to execute synchronously

        Account result = [SELECT Description FROM Account WHERE Id = :acc.Id];
        System.assertNotEquals(null, result.Description, 'Should have enrichment data');
    }
}

Batch TDD

@IsTest
private class DataCleanupBatchTest {

    @IsTest
    static void shouldDeactivateStaleAccounts() {
        List<Account> accounts = new List<Account>();
        for (Integer i = 0; i < 200; i++) {
            accounts.add(new Account(Name = 'Stale ' + i));
        }
        insert accounts;

        // Create old Tasks so LastActivityDate is set automatically
        List<Task> oldTasks = new List<Task>();
        for (Account acc : accounts) {
            oldTasks.add(new Task(
                WhatId = acc.Id, Subject = 'Old Activity',
                ActivityDate = Date.today().addDays(-365), Status = 'Completed'
            ));
        }
        insert oldTasks;

        Test.startTest();
        Database.executeBatch(new DataCleanupBatch(), 200);
        Test.stopTest();

        Integer activeCount = [SELECT COUNT() FROM Account
            WHERE Active__c = 'Yes' AND Name LIKE 'Stale%'];
        Assert.areEqual(0, activeCount, 'All stale accounts should be deactivated');
    }
}

---

Flow Testing in TDD

Test Flows by triggering them through DML and verifying outcomes.

@IsTest
private class OpportunityFlowTest {

    @IsTest
    static void shouldCreateFollowUpTaskWhenOppClosedWon() {
        Account acc = new Account(Name = 'Flow Test');
        insert acc;

        Opportunity opp = new Opportunity(
            AccountId = acc.Id, Name = 'Flow Test Opp',
            StageName = 'Prospecting', CloseDate = Date.today().addDays(30)
        );
        insert opp;

        Test.startTest();
        opp.StageName = 'Closed Won';
        update opp;
        Test.stopTest();

        List<Task> tasks = [SELECT Subject FROM Task WHERE WhatId = :opp.Id];
        System.assert(!tasks.isEmpty(), 'Flow should have created a follow-up task');
    }
}

---

TDD in CI/CD Pipeline

# GitHub Actions: Run TDD suite on every PR
- name: Run Apex Tests and Check Coverage
  run: |
    sf apex run test \
      --test-level RunLocalTests \
      --code-coverage \
      --result-format json \
      --wait 15 \
      --output-dir test-results \
      --target-org ci-scratch

    RESULT_FILE=$(ls test-results/test-run-*.json 2>/dev/null | head -1)
    if [ -z "$RESULT_FILE" ]; then
      echo "No test result file found"
      exit 1
    fi
    COVERAGE=$(node -e "const r=JSON.parse(require('fs').readFileSync('$RESULT_FILE','utf8')); \
      console.log(r.result?.summary?.orgWideCoverage?.replace('%',''))")
    echo "Org-wide coverage: ${COVERAGE}%"
    node -e "if (parseFloat('$COVERAGE') < 75) { process.exit(1); }"

---

Coverage Targets

Type	Minimum	Target
Apex Classes	75%	85%+
Apex Triggers	75%	90%+
LWC Components	N/A	80%+
Integration Tests	N/A	Key paths

---

Common TDD Mistakes

Mistake	Problem	Fix
Testing platform behavior	Tests Salesforce, not your code	Test business logic outcomes only
Testing getters/setters	No business value	Skip trivial accessors
No bulk test	Passes with 1 record, fails with 200	Always include 200+ record test
Hardcoded record IDs	Breaks across orgs	Use @TestSetup or TestDataFactory
Skipping negative tests	Misses error handling gaps	Test invalid input, missing permissions
Testing inside try/catch without re-throw	Test passes even when assertion fails	Use Assert.fail('Should have thrown') pattern

---

Related

• Agent: sf-apex-agent — For interactive, in-depth guidance
• Skills: sf-apex-testing — Test implementation patterns

Guardrails

• sf-testing-constraints — Enforces test isolation, assertion requirements, SeeAllData prohibition, and coverage thresholds