What is a Salesforce sandbox? Why do I need one?
The bigger your organization, the more complex your Salesforce setup is likely to be. There could be several automated processes, workflows, different apps, and managed packages installed. In order to keep your Sf trouble-free and running smoothly, these add-ons would have had to be tested in a way that didn’t disrupt the daily use of Salesforce. This testing is done in a sandbox.
A sandbox is a full or a partial copy of your organization’s Salesforce setup and record data. A safe playground, if you may. The testing you do in your sandbox will not reflect on your production Sf. The risks involved with doing changes in your production environment are so severe that they should not be taken lightly.
What are the different Salesforce sandbox types for?
Currently there are four different sandbox types in Salesforce. They are defined by the types and amount of data copied as well as how often the data can be refreshed.
How to create a new Salesforce Sandbox
Go to Salesforce setup, and search for “Sandbox”. If there are no search results, contact Salesforce to get licenses.
- Click on “New Sandbox”
- Give it a name, and keep it short, since it will be appended to the user names.
- Choose the type you need