If you are working with Salesforce, then you may have been a pro by now in terms of organizing the production as well as cleaning it up. Usage of Sandbox is considered mandatory by the developers and tester now, and partial data sandbox is one of the best options to choose in many typical Salesforce development projects.
Partial Data Sandbox
All Production orgs may have one Partial Sandbox. This category of Sandboxes may be refreshed one time per week and can copy all the metadata, but only up to 5 GB of Production org and a maximum of 10,000 records for each chosen object. Altogether, the maximum storage space for Partial Sandbox is 5 GB. All the metadata and a selected amount of production org may be included in Partial Sandboxes, which you can define using the Sandbox Template.
Users of Sandbox have an exact copy of users on the Production, where the passwords are also as Production. In order to enter into the refreshed or created Sandbox, just access the URL of https://test.salesforce.com and then add your Sandbox name after the username of the Production username.
On Partial Data Sandbox, the objects Contact as well as Account could be selected if there is a maximum up to 10,000 records in any given object. However, if there are above 10,000 records, it is advised to do an export from the Production environment and also import it to the Partial Sandbox later, keeping the data storage limitation in mind.
Why use Sandbox?
Salesforce sandboxes are ideal testing grounds for the app development, so you can easily try more things and try out methods without the fear of a breakdown of the app. Further, in this article, we will check out a few things which may help the Salesforce users to enhance your sandbox development skills.
Testing apps in peace
As we have seen above, Salesforce Sandbox is a standard copy of the org in a different dummy environment. This is just like pasting the copy of your organization into another page so that the original work is not affected. In the Salesforce sandbox, one can simply play around with various tools and features to tweak various aspects of that organization and test them. You can easily use such a sandbox for easy development, testing, and quick research without tampering the existing data in a production organization. A sandbox is a great tool, which is, however, undervalued in many of the Salesforce organizations.
Plan the updates well
Using Sandbox, you can schedule updates and releases for your organization. Say, for example, any requests you make for change are first submitted to the admin team who determine the updates to be launched at each sprint. This model will allow the organization to understand the release schedules better and then see what changes are coming down the road. All the developers and admins into building and testing can make sure that everything works smoothly and also schedule training on the updates before launching the final version into live using Salesforce partial data sandbox pricing tools.
Keep the production org safer.
You can easily test all your customizations as the workflows, data migrations, and validation rules on Sandboxes. Say, for example, if you have acquired many new leads from various sources, and you want those to be cleaned up, and well organize those without losing the info. If you load those leads to the sandbox, you can easily organize and clean it up before you finally publish those. On a Sandbox, you also need not have to worry about losing the information. Sandboxes will allow you to perform custom development and also track quality assurance. read about content writers
Whenever the developers pull out their relevant apps from AppExchange or while Salesforce brings forth any new updates, you can try them out on test on Sandboxes before applying them on to lie production. This way, nothing will be changed until you fully know how it will impact your process.
Sandboxes are so easy to build
It is so easy and instant to create sandboxes. Many methods are there to do it, but the simplest possible way is to access the quick-search bar and then key in “sandbox.” You can also navigate through the setup screen and then find “sandboxes” under the “deploy” heading. Accessing it, you can further name, create, and edit Sandboxes based on your needs. While naming sandbox, consider that Salesforce keeps your unique e-mail ID as your identity. So, it’s best to use the email as the name of your sandbox, too, by ending it up with the extension “.sandbox,” which will make your sandbox organization clean and straight.
There’s a Sandbox for everyone.
While searching for sandboxes, you will see various options to choose from. The types of sandbox you choose must be based on your actual need for it. You have seen above what partial data sandboxes do as above. Your priorities of using a sandbox may vary as storage, copying configuration, or refresh needs. Apart from partial copy sandbox, the other options are as below.
Developer Sandbox: It can help isolate the changes in active development until those are ready to share. This is designed for a single developer for one-time use, but it is possible or multiple developers to log in to it.
Developer Pro Sandbox: It is another unique Salesforce environment that offers all primary functionality of Developer sandboxes, however a higher data and file storage capacity. You can use it for tasks like integration testing, data load user training, etc.
Full Sandbox: It can be a typical replica of the complete production organization with all data. You can use the Full sandboxes for any kind of app development, testing, deployment, and training purposes as well as load testing. If you are working on a multi-location development environment, then the usage of a full sandbox may be essential.
While using Sandbox, also use a template so that the sandbox contains all records needed for testing and other tasks. Doing so will also give you the same data storage as the production organization, which will let you do a lot more than its primary sandbox usages.