Salesforce How to create sandbox

Before answering the question of how to create a Salesforce sandbox, let me first remind you what a sandbox is.

A Salesforce Sandbox is a replica of a production Salesforce environment used for testing, development, and training purposes. It allows users to make changes, test new features, and experiment without affecting the live data and processes in the production environment.
Sandboxes can be created as copies of the production environment or as blank templates. There are several types of sandboxes available in Salesforce, each with its own purpose and functionality. Having a sandbox allows organizations to ensure the quality and stability of their Salesforce implementation before deploying changes to the production environment.

Main steps to create Sandbox in Salesforce

To create a sandbox in Salesforce, you can follow these steps:
    1. Log in to your Salesforce org with your administrator credentials.
    2. Click on the gear icon in the top-right corner of the page and select “Setup”.
    3. In the Quick Find search bar, type “Sandboxes” and select “Sandboxes” from the list.
    4. Click the “New Sandbox” button.
    5. Choose the type of sandbox you want to create:
      • Developer,
      • Developer Pro,
      • Partial Copy,
      • or Full.
    6. Fill out the required information for your sandbox, including the name, description, and template.
    7. Customize the advanced options as needed, including the data to include and whether to refresh or clone the sandbox.
    8. 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:

    1. Developer Sandbox: This is a basic sandbox that allows developers to test new configurations, customizations, and integrations in an isolated environment.
    2. Developer Pro Sandbox: This type of sandbox is similar to a Developer Sandbox but with more storage and data limits.
    3. 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.
    4. Full Sandbox: This type of sandbox is a complete replica of your production environment, including all your data, metadata, and configuration settings.
    5. 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.
    6. Platform Encryption Sandbox: This type of sandbox allows you to test data encryption in a sandbox environment before implementing it in your production environment.

What are the important setting when creating sandbox

When creating a Salesforce sandbox, there are several important settings to consider. These settings will determine the behavior and capabilities of your sandbox environment. Some of the most important settings include:

    1. Sandbox type: Choose the appropriate sandbox type based on your needs and budget. Options include Full, Partial, Developer, and more.
    2. Data set: Decide whether you want to copy over all data from your production environment or only a subset of data.
    3. Configuration: Select the metadata that you want to include in your sandbox. This includes customizations, settings, and configurations.
    4. User access: Determine which users will have access to the sandbox environment and what their permissions will be.
    5. Refresh schedule: Set up a refresh schedule to ensure that your sandbox environment stays up-to-date with your production environment.
    6. Email deliverability: Decide whether to allow email delivery in your sandbox environment.
    7. External integrations: Consider any external integrations or connected apps that may need to be configured for your sandbox environment.

By carefully considering these settings and configuring them appropriately, you can create a Salesforce sandbox that meets your specific needs and allows for efficient and effective testing and development.


Should I Pay for a Sandbox in Salesforce?

It depends on your needs and budget. Salesforce provides several types of sandboxes, including Developer, Developer Pro, Partial Copy, and Full Copy, with different features and limitations. Developer sandboxes are free, while other types require additional fees.
If you need more advanced features, such as larger data storage and more frequent refreshes, you may need to consider paying for a higher-tier sandbox.
It’s best to evaluate your specific requirements and consult with your Salesforce account executive to determine the most appropriate sandbox for your organization.