Introducing wizard functionality to sandboxes

Introducing wizard functionality to sandboxes

Dear All,

 

We have extended Wizard functionality to Zoho CRM's Sandbox feature. Henceforth, you can utilize wizards in your sandbox environment and deploy them into your production account. Let's have a look at the enhancements in detail.

Supporting wizards in sandboxes 
Users can now work with wizards in a sandbox environment without the risk of making unwanted changes in the production environment and data.

 

See differences before deploying changes 
You can check the differences between the configurations made in the sandbox and the existing production environment before deploying changes. The See Difference button will open a popup comparing the parent data with the sandbox data.



Deploy changes from Sandbox to production 
Changes made using wizards in a sandbox can be deployed into the production CRM if there are no conflicting cases.



For more details on deploying sandbox changes to production, and get a list of features supported in sandbox, click here. 

Thanks!

P.S.: These enhancements are released for all users in all DCs.

            • Sticky Posts

            • Introducing Color Coding of Picklist Values

              Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.
            • Zoho CRM Segmentation FAQ - Post your questions

              Hello, Greetings! We hope you are well. Segmentation is the primary step in Marketing to know and classify your target audience into groups based on their purchase pattern. In the best interest of your benefit, we have been publishing FAQs about segmentation
            • Call Bar feature is now available in Zoho CRM

              Dear All,   We are here with an enhancement for our built-in telephony users. Upon setting up the built-in telephony, users get the Phone settings at the bottom of the screen — it helps them to set their availability status (online or offline), customize
            • Customize the sorting order of your picklist values

              Dear All, Greetings, we hope you are well! We have a quick update on how picklists are sorted in Zoho CRM. Let's go! Adding a picklist field to a record layout, helps you choose and associate value(s) conveniently from a drop-down menu. These values can
            • Tags are now available in Sandbox

              Dear All, Greetings! We are glad to announce that tags are now supported in Sandbox. Here on for each module in sandbox, you can create new tags, manage existing tags, and ascribe tags automatically to records using workflow rules or blueprint, thus allowing

            Zoho Pagesense Resources

              Zoho SalesIQ Resources



                    Zoho TeamInbox Resources

                      Zoho DataPrep Resources



                        Zoho CRM Plus Resources

                          Zoho Books Resources


                            Zoho Subscriptions Resources

                              Zoho Desk Resources

                                Zoho Projects Resources


                                  Zoho Sprints Resources


                                    Qntrl Resources


                                      Zoho Creator Resources


                                        Zoho WorkDrive Resources




                                            Zoho Campaigns Resources

                                              Zoho CRM Resources

                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now


                                                        Zoho Show Resources