Sandbox
Canvas in sandbox
You can redesign the interface of record detail pages and list view pages using Canvas. You can ensure the interface presented to a user is relevant to that user's work and dynamically styled based on the data present in a record. This goes a long ...
Survey integration in Sandbox
Businesses look to develop a deep understanding of customer needs, stay aware of their preferences, and keep track of customer satisfaction. From finding the target market to monitoring post-purchase sentiment, surveys serve as structured and ...
Social integration in sandbox
Social media platforms like Twitter and Facebook have become vital for understanding and engaging customers. Zoho CRM allows you to monitor and engage with these platforms from within your CRM. This is possible because of the Zoho Social integration ...
Working with Sandbox
Rebuilding a sandbox Note: Rebuild was earlier referred to as refresh When your Sandbox setup is not in sync with the Production setup, any testing that you conduct in Sandbox will not be relevant when deployed to production. So it is important that ...
Creating Sandbox
Creating sandbox account CRM admins can create multiple sandboxes in one account to test different configurations independently. While creating a sandbox you need to do the following: 1. Choose the sandbox type: There are two types of sandboxes to ...
Sandbox Overview
As your organization grows so does the complexity in your sales processes. At such a juncture, any small error in a process could have a domino effect. No organization can afford such a situation. To help overcome this hassle, Zoho CRM offers ...
Deploying sandbox changes to production
Sandbox mimics your production environment, allowing you to test real-time business scenarios with CRM data and deploy the configurations from sandbox to production without any impact on the original data. Examples: Create a blueprint, simulate a ...

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