how to use sandbox in salesforce

 

 

 

 

 

 

 

By three easy steps, we can use sandbox for different purposes.

  1. A production organization: an organization that has live users accessing your data.
  2. A developer organization: an organization created with a developer edition account.
  3. A sandbox organization: an organization created on  production organization that is a copy of apex production.

We can use sandbox easyily as apex triggers are available in salesforce and when you go to other edition, they would be disabled.
You can’t develop Apex in your Salesforce production organization. Live users accessing the system while you’re developing
can destabilize your data or corrupt your application. Instead, you must do all your development work in either a sandbox or
a Developer Edition organization.

Procedure for how to use sandbox in salesforce 

To create or refresh a sandbox organization:
1. From Setup, click Sandboxes or Data Management > Sandboxes.
2. Click New Sandbox.
3. Enter a name and description for the sandbox. You can only change the name when you create or refresh a sandbox.
Tip: We recommend that you choose a name that:
• Reflects the purpose of this sandbox, such as “QA.”
• Has few characters because Salesforce automatically appends the sandbox name to usernames on user records
in the sandbox environment. Names with fewer characters make sandbox logins easier to type.
Apex Development Process What is the Apex Development Process?
4. Select the type of sandbox environment you want.

If you have reduced the number of sandboxes you purchased, but you still have more sandboxes of a specific type
than allowed, you will be required to match your sandboxes to the number of sandboxes that you purchased. For example, if you have two Full sandboxes but purchased only one, you can’t refresh your Full sandbox as a Full sandbox. Instead, you must choose a Full sandbox to convert to a smaller sandbox, such as a Developer Pro or a developer sandbox, depending on which types you have available.

Procedure for how to use sandbox in salesforce 

  1. Select the data you want to include in your sandbox
  2. For a Partial Copy sandbox, select the template you created to specify the data for your sandbox. 
  3. If we do not create a template, that would result in intermingle your sandbox with salesforce so seperately create sandbox template for that.
  4. For a Full sandbox, you can choose to include Template-based data for a Full sandbox.It would prompt you for further settings.
  5. Now click create button , everything is ok .

The process may take several minutes, hours, or even days, depending on the size and type of your organization.

If you aren’t already a member of the developer community, go to http://developer.force.com/join and follow the instructions to sign up for a Developer Edition account. A Developer Edition account gives you access to a free developer edition organization. Even if you already have an Enterprise, Unlimited, or Performance Edition organization and a sandbox for creating Apex, we strongly recommends that you take advantage of the resources available in the developer community.

Note: We cannot make changes to Apex using the Salesforce user interface in a Salesforce production organization.