CREATE SANDBOX SALESFORCE
For enterprise-level clients of the Salesforce ecosystem, utilizing a sandbox for when managing Salesforce releases, performing data backups and recovering lost information, and implementing security measures be paramount in mitigating risks to the platform or maintaining data availability in the event of an emergency. A sandbox is essentially a closed-off copy of the production environment that can be used for testing out new ideas, trying out functions, and performing activities that would not otherwise disrupt the primacy of the production Salesforce instance. Put simply, a sandbox environment is a safe area in which to tinker and try out new concepts without putting the “real” Salesforce instance at risk. Let’s explore what clients should know about the sandbox and how to create one. Sandbox Types Salesforce allows several different types of sandboxes, with the available options depending on the type of Salesforce instance that the client is running. The Developer sandbox is often the most commonly used by enterprise-level clients, as it is used for quickly testing out applications and trying out ideas. It is the simplest type of sandbox and can be setup very quickly, but it is limited in the scope of data that can be included in it. The Partial Copy sandbox works similarly to the Developer type, but this sandbox type does include metadata from the production instance. As such, the Partial Copy type is a good choice for enterprise-level clients that need to test out their applications with a close-to-production environment. The Full sandbox is a mechanism that’s exclusive to the Enterprise and Unlimited editions of Salesforce. This type of sandbox should be used when drastic changes to an app are necessary, as it copies across all the fields, profiles and settings associated with production Salesforce instances. Creating the Sandbox Now that we’ve looked at the different types of sandboxes, let’s explore how to create one for enterprise-level Salesforce clients. The process for creating a sandbox is relatively straightforward, and it begins in the Setup page of the Salesforce instance. In this page, scroll to the Sandboxes folder and select “New.” The next page will ask for the sandbox type, any special options for the current sandboxes, and whether the sandbox should be refreshed from production or from an existing sandbox. Once all of these boxes have been filled out, the client will only need to click “Create” to start the process for creating the sandbox instance. However, before the sandbox is ready for use, the client will need to set up the authentication for the particular sandboxes. This is frequently accomplished by setting up a time limit for when authentication is valid or by utilizing the Salesforce Single Sign-On feature. Once authentication is established, the sandbox will be ready to use - at that point, the client can start testing applications, running simulations, and generally playing around with the sandbox environment. Conclusion Creating a sandbox for Salesforce enterprise-level clients is a simple and effective way of testing out new applications and protecting the production Salesforce environment. With the types of sandboxes available and the straightforward process for creating them, clients In the Salesforce ecosystem can ensure their application development remains robust, reliable, and risk-free.
Topics:
