Sandbox Overview

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:
  1. the sales teams can create a sandbox to exclusively test the workflow configurations. 
  2. the administrators can test the roles and profile settings with real-time data in another sandbox account. 
  3. 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.


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                                                        • Creating Sandbox

                                                          Availability Permission Required Users with Manage Sandbox permission can carry out the following actions:     Create or edit sandbox Rebuild sandbox  Add developers Deploy changes to production   Deactivate the sandbox account Delete sandbox account ...
                                                        • Deploying sandbox changes to production

                                                          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 ...
                                                        • Is Wizards available in Sandbox?

                                                          No, Wizards is not yet supported 
                                                        • 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 ...
                                                        • Can I create multiple sandbox accounts using multi-org feature?

                                                          Yes, a CRM user can create up to 10 sandbox accounts and be a Super Admin in up to five accounts. Any CRM user who has the permission to create sandbox can create upto 5 accounts. Read more about creating multiple CRM accounts. Refer to this page to ...

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