Before answering the question of how to create a Salesforce sandbox, let me first remind you what a sandbox is.
Main steps to create Sandbox in Salesforce
- Log in to your Salesforce org with your administrator credentials.
- Click on the gear icon in the top-right corner of the page and select “Setup”.
- In the Quick Find search bar, type “Sandboxes” and select “Sandboxes” from the list.
- Click the “New Sandbox” button.
- Choose the type of sandbox you want to create:
- Developer Pro,
- Partial Copy,
- or Full.
- Fill out the required information for your sandbox, including the name, description, and template.
- Customize the advanced options as needed, including the data to include and whether to refresh or clone the sandbox.
- Review your sandbox details and click “Create” to create your new sandbox.
Once your sandbox is created, you can use it to test and develop new features or changes without affecting your production org.
What’s are the types of sandbox
Salesforce offers several types of sandboxes to meet different development and testing needs.
Here are the types of sandboxes:
- Developer Sandbox: This is a basic sandbox that allows developers to test new configurations, customizations, and integrations in an isolated environment.
- Developer Pro Sandbox: This type of sandbox is similar to a Developer Sandbox but with more storage and data limits.
- Partial Copy Sandbox: This type of sandbox is a partial replica of your production environment, including a subset of your data, metadata, and configuration settings.
- Full Sandbox: This type of sandbox is a complete replica of your production environment, including all your data, metadata, and configuration settings.
- Sandbox with Communities: This type of sandbox is similar to a Full Sandbox but with an added feature that allows you to test communities and related settings.
- Platform Encryption Sandbox: This type of sandbox allows you to test data encryption in a sandbox environment before implementing it in your production environment.