Hello Folks,
Zoho CRM mobile app (v3.5.3) now offers Sandbox, an environment to test your Zoho CRM settings before you can take it to your production setup. Zoho CRM Sandbox environment mimics the production environment. More info on Sandbox is given in the link below:
Once the necessary tests are carried out, you can deploy the Sandbox changes to Production environment.
Sandbox environment can be created on the desktop site (crm.zoho.com).
To create Sandbox
1. Go to Setup > Data Administration > Sandbox .
2. In the Sandbox page, enter the following details under Sandbox Information section.
Name : Enter a name for the Sandbox.
Description : Write a brief description of the Sandbox.
Accessible To : Add users to give them access to Sandbox and its settings.
3. Click Save
After creation of the Sandbox on the web, you can carry out the necessary tests from the mobile app to check if the setup works fine in the mobile.
You will be prompted to choose between the Production environment and Sandbox environment after signing into the app.
In case you would like to switch to the Production environment, you can do so by following the steps mentioned below:
1. Go to Zoho CRM mobile app.
2. Go to Settings.
3. Select the required option, under 'Choose an Organization'.
Note: Sandbox will be displayed in the mobile app only if it is enabled on the desktop site (crm.zoho.com).
Do try out the feature and share your feedback in the comments section.
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