Salesforce: How do I create a partial sandbox environment for Salesforce?

Overview

 

Before launching your Simpplr intranet, we recommend you first test your instance in a sandbox environment. This will ensure your intranet is functioning as intended! A partial sandbox is all that's needed for most users, as you won't need to test the full functionality of Salesforce. 

To get started:

  1. From your Salesforce dashboard, navigate to the Setup menu.
  2. From the Quick Find box, type sandboxes and search.sandbox_setup_1.gif
  3. If you haven't created a sandbox template yet, click New Sandbox Template.Screen_Shot_2021-08-12_at_1.30.32_PM.png
      • Give your template a name.
      • Assign all Objects you wish to show in the sandbox environment. Exclude objects that begin with Simpplr__Analytics, Simpplr__Simpplr_social_analytics, and Simpplr Log.
      • Click Save.Screen_Shot_2021-08-12_at_1.37.28_PM.png
  4. Once your template is created, click New Sandbox. Name your sandbox environment and choose Partial Copy and click Next.
  5. Assign the template to your new environment, ensure the appropriate Objects are selected, and click Create. Your partial sandbox is now created! You can now test any Simpplr functionality in your Sandbox environment before going live.

    Note:

    It may take up to several hours before your sandbox is fully created and ready to use. You will receive an email once it's ready.

 

Log In to Your Sandbox Environment

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To log in to the sandbox, click the Login button from the sandbox settings you just set. Or you can go to https://test.salesforce.com/.

Your username is your Production account's username + .sandbox. For example, if your username for production is simpplr@yourdomain.com, the sandbox username will be simpplr@yourdomain.com.sandbox. The password to log in to the sandbox is the same as your Production account.

Note:

You may have to clear your web browser's cache before logging into the sandbox environment.

 

Allow Users Access to the Sandbox Environment

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  1. All users’ email addresses in your sandbox environment are invalid by default, so no email will be sent out by accident. To grant client access to the sandbox, from Setup in your sandbox, type Users into the Quick Find box. Locate the user(s) you want to allow access to and click Edit next to their name.

  2. Remove the “.invalid” next to their email address, then scroll down and check the box next to Generate new password and notify user immediately and click Save. Users will receive an email from Salesforce to create their password.
    sandbox_user_2.gif

 

Note:

For further guidance on accessing your Simpplr sandbox environment after creating a partial sandbox in Salesforce, check out this article!
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