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Tip of the Week – Understanding Sandbox Types

Tip of the Week – Understanding Sandbox Types

Salesforce sandbox types

For just about every installation of Salesforce, a Sandbox will be used. What is a Sandbox? It is a copy of your organization in a separate environment that can be used for a variety of purposes (such as testing and training) without compromising the data and applications in your Salesforce.com production organization. However, the Sandbox is not a one-size-fits all sort of deal. In fact, there are 4 different Sandbox types and each of them have different levels of functions and features.

Developer Sandbox

A Developer Sandbox is the simplest and smallest Sandbox. Use this Sandbox for development and testing in an isolated environment. If using a Developer Pro Sandbox, a copy of the organization’s metadata is provided.

Developer Pro Sandbox

A Developer Pro Sandbox can handle larger data-sets than the Regular Developer Box. Use this one for more development and quality assurance tasks as well as integration testing or user training.

Partial Copy Sandbox

A Partial Copy Sandbox is primarily a testing environment. This Sandbox will carry over some records from your production environment, but not all. Tasks such as user acceptance, integration testing, and quality assurance are the best uses here.

Full Sandbox

A Full Sandbox gives you everything. Full sandboxes are a complete replica of your production org, including all data, such as object records and attachments, and metadata. Only Full sandboxes support performance testing, load testing, and staging. As the largest Sandbox, this one is not recommended for development, but rather full scale testing and QA. While using a Full Sandbox it is important to use a sandbox template, so it only contains the records that you require for testing, as well as other tasks.

These 4 different Sandbox types, when understood and used according to their strengths, give organizations the flexibility to develop and customize with ease.

Click Here for more info!

-Ryan and the Salesforce Guys

App of the Week – Salesforce Labs Solutions Guide

App of the Week – Salesforce Labs Solutions Guide

If you regularly browse the Salesforce AppExchange to see the latest and greatest applications and functionalities available out there, like we do here at CloudMyBiz, then you will most likely have run across the Salesforce Labs Solutions once or twice. The Labs Solutions are add on apps, created by Salesforce themselves. They provide powerful functionality, and act as both a testing ground for improvements Salesforce are considering adding to the base package of their platform, as well as giving user some powerful functionality that can boost their org.s right away, for free

Well there are quite a few of these Labs Solutions available, and as part of the 2020 rollout, Salesforce has put together a handy guide to their Labs Solutions.


Check it out here!


Tip of the Week – Save time testing with Record and Metadata Comparator for Salesforce

Tip of the Week – Save time testing with Record and Metadata Comparator for Salesforce

Ongoing improvements and development are a crucial part of building a successful Salesforce org. Whether you’re a team of 5 or 5,000, there are always things that you can do to streamline your processes, automate your business, and give your users a more intuitive and fun experience. But when it comes time to deploy your updates from a Sandbox to Production, it can be challenging to ensure that everything made it over properly. Did you miss any important fields? Did you forget to change a data type or update picklist values? If you have hundreds of fields, it can take days to answer these questions, and can leave your users with headaches rather than enthusiasm for all your hard work. Record and Metadata Comparator for Salesforce, an all-new Chrome extension, was designed to take away those headaches and make your testing and verification a breeze!

This extension compares any two objects or its records (could be from same org or different orgs) and highlights all the differences found. It can show you the following:

  • Which fields are missing in target org.
  • Which fields are missing in source org
  • which fields have metadata difference (change in formula, datatype , required etc.)
  • which fields have data value mismatch

This new app was just released last month and is already getting stellar reviews. You should check it out today!

-Jared and the Salesforce Guys