Points to remember:
1. You can deploy the following configurations for production from the sandbox account:
- Profiles
- Roles
- Data Sharing Settings
- Groups
- Multi-currency
- Territory Management
- Automation
- Customization
- Templates
- Custom Schedules
- Webforms
- Auto Response Rules
- Workflow Rules
- Blueprint
- Approval processes
- Review processes
- Journey Builder
- Translations
- Wizards
- Tags
- Map Dependency Fields
- Canvas
- Zoho Survey
- Zoho Social
- CPQ Features:
- Product Configurator
- Price Rules
- Guided Selling
- CPQ permissions
- Services and Appointments
Note: Changes made to Translations will sometimes reflect inside the production account in a delayed manner depending on the file size.
2. However, Sandbox currently does not support Scoring Rules.
3. Sandbox allows you to test what happens not only when you add new configurations, but also when you edit or delete an existing configuration.
4. Emails sent from the Sandbox environment will not be delivered to the recipients, it is only for testing purposes.
5. Emails triggered through Workflow Rules or Blueprints will not be delivered to the recipients, however, these emails will be displayed in the Email related list of the record.
6. Data cannot be migrated to Sandbox from other CRM sources You can however, import records or populate sample data or a selected number of records from the live CRM account to specific modules.
7. Updating a field in the sandbox and deploying the changes to production will overwrite the existing field properties. For example, if the email field is marked as "mandatory" in the sandbox and as a "unique field" in production. Then, after deployment, the field property will be overwritten to mandatory.
8. To know whether you are working on the Sandbox environment or production setup, look out for a bright orange Sandbox ribbon. This is used to differentiate Sandbox from your production setup.
9. Sandbox is used to test and validate configurations before they are moved onto the production account, therefore, records populated, imported or manually added to the Sandbox account cannot be deployed to production.
10. The changes deployed via Sandbox in the last 6 months will be listed in the Deployment Logs tab near the Sandbox list.