7 Best Practices for Salesforce Sandbox Management

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• 7 Best Practices for Salesforce Sandbox Management

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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

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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.

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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.
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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.
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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.

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