Working with Sandbox

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 you always update Sandbox by using a Rebuild Sandbox option. This ensures you have the latest production configurations and data in your sandbox.  
Note: Upon rebuilding the sandbox only changes made to the configuration is updated, data is not transferred from the production to the Sandbox account. During every rebuild, populated data will reload newly.

Points to remember 
  1. You can rebuild the sandbox created for 
        (i) Configuration and Data type only once in 3 days,
        (ii) Configuration type only once in a day
  1. Any changes made in the Sandbox settings which is not yet deployed to Production will be lost when you rebuild the Sandbox. All settings will be replaced with those in the Production setup.
  2. Data and settings done to the Sandbox will be lost if not already deployed to the production account. 
  3. Changes deployed from Sandbox over the last 6 months will be displayed under Deployment Logs.
  4. Trial edition users cannot rebuild the sandbox. 
  5. Once you have deployed changes to production, the remaining changes in the Change set will be retained until the next rebuild.

To rebuild Sandbox
  1. Go to Setup > Data Administration > Sandbox.
  2. Click the Rebuild Sandbox button on the top right.
     


Editing a sandbox

Users with Manage Sandbox permissions can edit the configuration. They can change the name and description and add or remove users who can access the sandbox. 
Note that the fields, sandbox type, and data to be populated can only be modified and saved if the Rebuild Sandbox option is available. 
To edit a sandbox
  1. Go to Setup > Data Administration > Sandbox.
  2. Click the sandbox you want to edit.
  3. Click the  icon from the top right corner and click Edit.
  4. In the Edit Sandbox popup, make the necessary changes.

Setting a default sandbox

Users and Developers who have access to  more than one sandbox account  can set a  default account for themselves. This also helps users to switch between different sandbox accounts easily. 

To set a Sandbox as default,
1. In the CRM account, click the profile on top-right corner.
2. Click the sandbox dropdown and click Manage
3. In the screen, hover to the sandbox under Organization list and click Set as default.


Deactivating a sandbox

There might arise situations where you do not need a sandbox for a period of time. For instance, your organization is undergoing major automation changes, sales restructure etc. and you do not want the users and developers to test admin related changes in the sandbox temporarily. At the time  you can  deactivate the sandbox account  . 

Only those CRM users who have access to the Sandbox account can deactivate it.  Upon deactivation developers and other users will not  be able to access the account. 

Points to remember
  1. Changes to the production account cannot be deployed until the account is reactivated .
  2. After reactivating the sandbox, all un-deployed changes listed in the Change Set before deactivation will be retained and can be deployed to production.
To deactivate Sandbox
  1. Go to Setup > Data Administration > Sandbox.
  2. Click the sandbox you want to deactivate.
  3. Click the   icon from the top right corner and click Deactivate.
  4. Click Deactivate to proceed with the deactivation of your sandbox.

Alternately, you can toggle the Status from the  Sandbox list page. 
          

Deleting a sandbox

You can delete the sandboxes that you no longer need to test or once the changes are deployed to the production. Users with Manage Sandbox permission can delete sandbox.

To delete a sandbox
  1. Go to Setup > Data Administration > Sandbox.
  2. Click the sandbox you want to delete.
  3. Click the   icon from the top right corner and click Delete.
  4. Click Delete to proceed with the deletion of the sandbox.

Alternatively you can delete it from the Sandbox page, by clicking the delete icon next to the sandbox name.
           
          
Note:
The developer and the CRM users will not be able to access a deleted sandbox.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us: support@zohoforms.com

                                                                       
                            



                            





                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now





                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • 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 ...
                                                                                                  • 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 ...
                                                                                                  • 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 ...
                                                                                                  • 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 ...
                                                                                                  • 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 ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources