Nov 30, 2024
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How to create a Sandbox in Salesforce

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Creating a sandbox in Salesforce is not a huge task. You can create a Salesforce sandbox by going through the below listed steps one by one.

  1. Go to Setup -> Deploy -> Sandboxes

 

  1. Click on Sandboxes and then click on the new sandbox button to create a new Salesforce sandbox.
  1. Now you need to select your sandbox type like partial copy or full copy etc and give the Name and Description of the sandbox.

You can use the salesforce sandbox template to copy specific object’s data to Full Sandbox or partial copy sandbox.

  1. Select the desired template from the list and click on the “Create” button.

Hurrah! We have successfully created our sandbox –

 

The following are a few reasons why you should consider using sandbox now:

1 ) Create, build and test in peace- No one would upset you in your sandbox organization while you are wanting to make and test out some of the features. Creating sandboxes in Salesforce is perhaps the most straightforward thing. 

2) Plan Updates Accordingly- You can design the future updates in an efficient manner in your Salesforce sandbox and timetable the impending arrivals of your product/application.

3) Keeping your Production org Safe- Making or testing any new projects would not influence your creation organization at all. It would keep your put away information the manner in which it is.

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Expertise: Fintech, Investment Strategies, Market Analysis Bio: Anika Kapoor is a young financial journalist with a knack for deciphering complex economic trends and translating them into engaging, digestible content. A graduate of Delhi University's prestigious Economics program, she cut her teeth as an analyst at a leading asset management firm before diving headfirst into the world of journalism. Driven by a passion for empowering individuals with financial knowledge, Anika's articles blend sharp insights with a touch of humor, making even the driest topics palatable for the everyday reader. When not poring over market data, she can be found exploring Noida's hidden gems, catching up on the latest Bollywood flicks, or indulging in her love for street photography.