If you are a developer with experience in Salesforce, it is evident that you must be skilled and confident by now. Now, you are a professional when it comes to the cleaning and organizing of production metadata. You plan your projects efficiently; however, one day, your boss comes up to you to tell you that he needs some new changes to be applied to the metadata; however, there lies a significant risk of you losing out some of the data. Now, you figure out what you should do. Experts in such a scenario will advise you not to worry as you need to get a Salesforce Sandbox and start the job right away.
Why a Salesforce Sandbox?
If you carefully look at the Salesforce Sandbox, you will find it is the perfect testing space for developing apps and software programs without compromising on the production org in any way. You need to ask yourself some vital questions to figure out how to make the desired changes so that you can start working in the Salesforce Sandbox at the earliest.
How does the Salesforce Sandbox help you?
The following are the key reasons as to why you should working on the Salesforce Sandbox to apply the changes to the software app you have been requested to work on without losing any part of the production org-
1. Get the space to create and test without tensions – The Salesforce Sandboxes are a copy of the production org in an environment that is isolated. This means that you have copied the production org and have pasted it on another page. This implies you have the same data except for the fact that it is not live. This means you can start working on the changes or additions to the app that your boss has requested you to do without the fears of compromising the functionality of the metadata of your company. You get the liberty to explore many new features and play about with them for testing.
You can take all the time you need to tweak and test the data without interfering with the production org. In this way, you get the space to test the data until you get the desired results before you incorporate them into the production org. This is where Salesforce Sandboxes come in useful. You can freely use them for your development process, research, and testing with no fear of losing metadata. Unfortunately, most developers who know Salesforce do not use Sandboxes, making them much undervalued in the organization.
2. Plan your software update for the future-With the Salesforce Sandbox you are working on, you can plan the software updates you are working on with success. This means you get the space to schedule these releases or updates for the organization you are working for. The requests for the same can be given to the admin or developer team where they make the decision as to which of the updates should be incorporated over time.
Thanks to Salesforce Sandboxes, the whole company gets information when it comes to the schedule for releases knowing about the changes that are in the pipeline for the software app or program that you are working on. The whole team of developers and admins are able to create and test every feature so that they work perfectly. This also sets the ground for training on the new updates that are scheduled to be released in the production org over time.
3. Your production org is 100% safe – Thanks to the presence of salesforce Sandboxes, you are able to test all your customizations like validation rules, the rules for workflows, the objects, migration of data, and more in an isolated environment. For instance, if you have received 10,000 new business leads from various sources and you desire to organize and help in cleaning them up without losing data, you can use the appropriate Salesforce Sandbox for the task. Just place them in the sandbox, and you can do the needful before you incorporate them into the production org.
With the Salesforce Sandboxes, you are able to keep a watchful eye on quality assurance and perform all the custom developments that you need to do. They can be tested over time without the fear that nothing is changing in the production org permanently. You actually know where everything is, and their specific functions, too, as all of them are placed in a single platform.
4. Sandboxes are really easy for you to make- The creation of Salesforce Sandbox is quite simple, and you need to search for it in the setup menu. There is a search bar to help you locate Sandboxes quickly. From there, you can start the editing process after you rename the Sandbox. Note that Salesforce recognizes you with your email address and use it for renaming it. You can end its name with .sandbox so that your organization is clean and tidy.
5. There is a sandbox for every task you want to do- There are four different types of Sandboxes for your needs. You need to determine the tasks that you have to do and use the right sandbox for it. Make sure that you follow the sandbox rules when it comes to the refresh intervals and keep the duration of them in mind when you plan your projects. The Developer, as well as Developer Pro Sandboxes, are free for you to use; however, the Partial and the Full Sandboxes need to be purchased. Know about each one before you decide to choose the perfect sandbox for your needs.
Therefore, the next time you are working on a project in your organization and your boss comes up to you to ask you to make some additions or changes to the software app or program you are working on without compromising on production metadata, make sure you use Salesforce Sandboxes for the task. You save time and effort to make all the changes you want to do without compromising or losing anything from the production org at all!