Salesforce Sandboxes – Key Player in Managing & Deploying Customization

Salesforce Sandboxes – Key Player in Managing & Deploying Customization

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What is Sandbox?

A Sandbox to a developer/administrator is like a playground for a child, it allows the developer/administrators to customize, play and configure the application development environment without affecting the actual production release versions. Sandboxes in Salesforce are used for app development, code management, version control, testing, and training without compromising the actual data and applications in your Salesforce production organization.

Types Of Sandboxes:

 Developer SandboxDeveloper Pro SandboxPartial Copy SandboxFull Sandbox
What is their Usage?For coding and testing in an isolated environmentFor coding and testing in an isolated environmentFor  Testing environments and quality assurance taskFor testing environments and for performance and  load testing and staging
What do they include of  Production Environment?A copy of production organization’s configuration (metadata).A copy of production organization’s configuration (metadata).
They have a larger storage limit than Developer sandboxes.
A copy of production organization’s configuration (metadata), and a subset of production data as defined by a sandbox template.Replica of the production organization.
Licenses with which you can create Sandboxes ·  Full Sandbox
·  PartialCopy Sandbox
·  Developer Pro Sandbox
·  Developer Sandbox
· Full Sandbox
· PartialCopy Sandbox
· Developer Pro Sandbox
· Full Sandbox
· PartialCopy Sandbox

· Full Sandbox

 

Sandboxes In SDLC Process:

In a Salesforce app development lifecycle, comes various phases of code development, unit testing, UAT etc.

A simple example is:

Sandboxes SDLC Lifecycle Simple Example

In a case when different teams work on multiple areas simultaneously which finally have to be merged into a single organization, that is a single Production environment, with time the process becomes rather complex. It overcomes this a staging platform is created to regressively test the performance without affecting the production version.

An example for the same is shown below:

Sandboxes SDLC Lifecycle Teamwork Example

Managing Sandboxes For Release Management Process:

Though there is no thumb rule or out of the box process defined on which organizations are dependent on handling their release management system.

But still there are some points on sandboxes to be considered for running the process:

  • Make a practice to refresh the sandboxes after every release so that we make sure to leverage the new features and make sure that our environment is compatible with the new changes.
  • Also, it’s recommended to have a strategy to align the org releases with Salesforce releases, in order to reduce the efforts for refreshing sandboxes.
  • A Post Refresh Run List should be prepared and followed every time sandboxes are refreshed after a new release. Few things which should be included are:
    • Data Masking Needs
    • User Profile Modifications
    • Test Data Loads
    • Deployment Plan
    • Turn Off Scheduled Jobs
    • Manage Outbound Email.

Hope this would help you in getting an overview of what Salesforce sandboxes are.

Suraj

Suraj Tripathi

Salesforce Consultant | Solution Engineering Head
"Suraj Tripathi, a certified Salesforce Principal Consultant of repute, is a wonderful mentor and leader. A certified Salesforce Architect and a 7X Salesforce Certified Platform Application Developer by passion and profession, Suraj has rich experience in languages such as Aura, HTML, Angular, Bootstrap, APEX, and JavaScript. With more than five years of expertise in Salesforce Development, Suraj has worked on more than 50+ projects out of which 20+ projects were related to Salesforce Integration, Writing Triggers, Batch classes, VisualForce pages, and Aura Components. At Cloud Analogy, he is the backbone of a wide range of projects from all perspectives - technology, architecture, project management, customer stakeholder management, etc. His energy on the floor is difficult to match and his passion to accept nothing but excellence makes him a leader around whom a team can always rally."

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  1. That’s a pretty nice post, shared with my pal at the workplace too.

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