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7 Best Practices for Salesforce Sandbox Management

Utilizing a sandbox is a great way to reduce risk and increase efficiency. Here are 7 best practices for Salesforce sandbox management.

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7 Best Practices for Salesforce Sandbox Management

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  1. Click to d text 7 Best Practices for Salesforce Sandbox Management www.autorabit.com

  2. Here are 7 best practices for successful Salesforce sandbox management: ▪ Appoint a Manager ▪ Choose Your Sandbox ▪ Take Time to Plan ▪ Install Security Measures ▪ Institute Testing Protocol ▪ Document Everything ▪ Utilize Sandbox Management Tools 4/14/2022 www.autorabit.com 2

  3. 1. Appoint a Manager ▪ A dedicated member of your team should be identified to oversee all the various aspects of the project. It can be difficult to keep track of multiple sandboxes. The efforts of an appointed individual can keep tabs on this process to make sure everything stays on track. 2. Choose Your Sandbox ▪ Salesforce offers 4 choices for sandboxes. There are a few considerations that will point you toward the best sandbox to achieve your goals. 4/14/2022 www.autorabit.com 3

  4. 3. Take Time to Plan ▪ Arranging the proper direction for your sandbox environments takes a bit of time. There are a handful of considerations to keep in mind that can shape your approach. 4. Install Security Measures Data security should be a constant concern. This includes considerations such as protecting against cybercriminals, but it also includes protecting the information itself from overexposure to your team members. 4/14/2022 www.autorabit.com 4

  5. 5. Institute Testing Protocol ▪ The ability to test new development projects without impacting the functionality of the update is one of the most useful affordances of a sandbox. Each project is going to have its own specific needs and capabilities, so each version of testing is going to vary. 6. Document Everything Accountability is essential when working in a multi-developer team. Who is responsible for what updates? This can be used to seek out individuals worthy of praise. It can also be used to learn of consistent errors and create an opportunity for improvement. 4/14/2022 www.autorabit.com 5

  6. 7. Utilize Sandbox Management Tools ▪ A Salesforce sandbox management tool makes it easier to synchronize releases, even when they are spread throughout multiple geographic locations. ▪ Comparing separate versions, analyzing changes, and managing software configurations are just a few of the benefits of a sandbox management tool. 4/14/2022 www.autorabit.com 6

  7. Contact us or Request a demo https://www.autorabit.com/request-a-demo/ info@autorabit.com +1 925 500 1004 548 Market Street PMB 98272 San Francisco CA 94104-5401 www.autorabit.com Click to add text Click to add text Source: 7 Best Practices for Salesforce Sandbox Management 4/14/2022 www.autorabit.com 7

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