Easily resolve Zoho CRM sandbox conflicts during deployment

Easily resolve Zoho CRM sandbox conflicts during deployment

Dear all,

In response to the current scenario and the growing demand for a more robust Sandbox environment, we are pleased to announce significant enhancements to Zoho CRM's Sandbox; you can now resolve conflict cases directly, alongside some UI enhancements. These updates are designed to empower you to test new features and configurations more effectively before deploying them to your live CRM environment.

Let's first understand the problems we are trying to resolve.
  1. In the current Sandbox check dependency flow, if an associated item is missing, the system will only show the type of the item without showing its actual name. This lack of specific information makes it challenging to identify and resolve issues.
  2. Again, resolving these conflicts currently necessitates users to modify configurations within the Sandbox organization manually, a task that can be both intricate and time-consuming.
So without any delay, let's jump into the key enhancements.

Key Enhancements

  1. Improved conflict and dependency display 
    We've improved how conflicts and dependencies are displayed in the check dependency flow. Now, you can see detailed information about the items involved, such as the module and the field names associated with the conflict. This enhancement improves visibility and understanding of the dependencies and conflicts and eventually helps you make better decisions during customization and deployment. 


  2. Conflict resolution directly from the Check Dependency page
    Recognizing the need for a more streamlined approach to managing conflicts, we have introduced a robust mechanism that allows you to resolve conflicts directly within the check dependency page of the Sandbox. This proactive feature significantly enhances the user experience by providing immediate resolution options for several common conflict scenarios, which currently include:

    1. Associated item missing conflict: This occurs when changes associated with an item are present in the Sandbox but have not been selected for deployment. The new flow now identifies and selects the dependent items for deployment upon clicking resolve.


    2. Duplicate name conflict: Users now can rename duplicate names and resolve conflicts directly from the dependency page to prevent confusion and errors during deployment.


    3. Developer-user association conflict: There can be situations where a developer has configured changes in your sandbox and that leads to a conflict during deployment. With the latest enhancement, you will now have the option to resolve it directly on the deployment pop-up. You can simply choose to replace the developer from the list of available users in the org.

That's all for the enhancements. Let us know your feedback in the comments below.


Thanks,
Nizamuddin

P.S. These enhancements are currently live for all users in all DCs.
    • Sticky Posts

    • Enrich your CRM data and keep them updated

      You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
    • New capabilities for custom buttons: Elevate UX and CX with just a click!

      Dear Customers, We hope you're well! We're happy to announce enhancements we've made to buttons. Buttons in Zoho CRM are a simple yet versatile customization tool. It offers great usability for CRM users, enabling them execute important actions as required.
    • Introducing Zia Presentation in Zoho CRM

      ----------------Moderation 3.0, Date: 10th May'24--------------------------------------- Zia's Presentation feature is now available for orgs in US, EU, IN, CN, JP, and AU DCs. Orgs., with Enterprise or Ultimate editions with 20+ user licenses can access
    • Zoho CRM Digest - February 2024

      We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
    • Canvas templates can now be shared with different CRM organizations

      ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help