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 Sandbox.
What is a sandbox and why does an organization need one?
A sandbox is an isolated environment to test and validate various business cases in real-time. This protects your production environment from any issues occurring due to faulty codes, erroneous configurations, etc. Organizations can run multiple isolated environments to test and make changes without affecting their existing system. Once tested successfully, they can deploy the changes to the production account.
Sandbox in Zoho CRM
With Zoho CRM Sandbox you can involve your org users, and the developers from outside to collaborate and test new configurations or rectify issues outside the live CRM environment. You can create such multiple environments and test different CRM settings independently.
For example, an organization can have three testing environments under one CRM account:
- the sales teams can create a sandbox to exclusively test the workflow configurations.
- the administrators can test the roles and profile settings with real-time data in another sandbox account.
- the marketing teams can use another sandbox environment, to test if they can import a list of recently launched campaigns and associate them with the deals present in the live CRM account to monitor the overall progress. .
Creating individual sandboxes allows different teams to test, identify issues, and fix them independently before deploying them to the live CRM account.
Business Scenarios
Let us look at some configurations that can be tested in the Sandbox environment.
Testing Workflow Rules in Sandbox
A workflow rule to trigger a reminder for subscription before its due date is created in the Sandbox environment. Now, you can test this workflow rule with the records to confirm if it works without any discrepancies. Once the testing is done and if you are satisfied with the settings, you can deploy the settings to the production setup.
Creating and testing a new Blueprint in Sandbox
A Blueprint explaining the different processes involved in lead nurturing is created in the Sandbox environment. Here, you can check how it performs with the help of CRM records. When you are satisfied with the blueprint, you can deploy the changes to production.
Testing a new Canvas page in Sandbox
A customized record detail page is created using Canvas in a sandbox. Here, you can have your user group and designers test the interface and evaluate usability and efficiency. After several iterations, once you are confident in the interface's effectiveness, you can seamlessly deploy the redesigned page from the sandbox into the live environment.
Testing emails in Sandbox
Outbox gives every sandbox its own tray for testing and viewing sent emails. You can navigate to the Setup page, and the Email Outbox option will be listed under Data Administration. The table includes individual emails, workflow alerts, and mass emails. Reviewing this list helps confirm merge fields, trigger conditions, and formatting before changes are moved to the production account.
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