Refreshing and deactivating a Sandbox
When your Sandbox setup is not in sync with the Production setup, any "test" that you conduct in your Sandbox will not be relevant when deployed to production. What worked in Sandbox may go wrong in your production setup as both versions were not in ...
Deploying sandbox changes to production
The configurations you have made in the Sandbox account are listed under the Change Set section in your Sandbox page in the CRM account. To deploy Sandbox changes to production Go to Setup > Data Administration > Sandbox. In the Change Set section, ...
Make configurations in Sandbox
Once you access Sandbox, you can go ahead and make any configurations in it. Points to remember The Sandbox will contain your existing CRM configurations. Sandbox will not display your existing records. You must create new records for testing in ...
Creating and Using Sandbox
As your organization grows so does the complexity in your sales processes grow. 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 ...