How to Create Sandbox in Salesforce

There are times when a Salesforce user tries to develop a new app within the Salesforce platform. However, he might be using existing app data from his organization unknowingly. Or he could be unconsciously interfering with an existing app’s processes. To avoid these situations, Salesforce Sandbox is created. This article will explain what Sandbox is and how to create it.

What is Sandbox?

Sandbox is a replica of the actual production environment in Salesforce. It’s a copy of the org within the production org.

Think of the sandbox as a small practice environment that carries all the real org stuff needed for developing an app. Developers tinker around a sandbox while creating and finalizing a new application. They can freely manipulate data, experiment with codes, and create example fields in that sandbox without affecting other existing applications within his organization. Once an app’s done, they migrate it to the existing production environment.

Why Use Sandbox?

A developer utilizes a sandbox to create his new applications without fear of interfering with existing app operations. By using a sandbox, he also avoids the risk of using and destabilizing real-time app data while creating a new app. Developing apps in a sandbox also cuts risks of corrupting both the new ad the existing apps.

Creating a Sandbox in Salesforce

Follow these steps to make a new sandbox for creating new apps:

  1. Go to Setup.
  2. Locate the Quick Find Box and enter Sandboxes.
  3. Sandboxes will appear, click on it, then select New Sandbox.
  4. Enter a short name for the new sandbox. It has to be reflective of the sandbox’s purpose. The name should not exceed ten characters.
  5. After that, select a sandbox type. Developers may choose from Full or Partial Copy.
  6. Next, select the data to be included in the new sandbox. This will vary, depending if the user created a Full sandbox or a Partial Copy of sandbox:
    • Click on Next and select a template for Partial Copy sandbox users. From the template, the developer may choose which data to include.
    • Click on Next and choose the data to be included for Full sandbox users. The developer has options to include all existing data, include data from Chatter, or include data based on a sandbox template. Developers are allowed to include up to 180 days or a five-months’ worth of data history.
  7. Click on Create. The sandbox copy will then proceed.

Important note: If no options for sandbox types appear, sandboxes might not be enabled for the org. Users may directly contact Salesforce to obtain sandbox use for their respective organizations.

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