Test new features, integrations, and other high-stakes changes with an Account Engagement sandbox. Sandboxes are isolated test environments so you can
make sure everything is working as expected before pushing changes to your production
org.
Required Editions
| Available in: Account Engagement Advanced and Premium
Editions |
|
Available
for an additional cost in: Account Engagement Plus
Edition
|
To get the most out of a sandbox, aim to make it a replica of your production org. Here are
some key items to consider recreating in your sandbox:
- Automation rules, completion actions, and Engagement Studio programs
- Content such as forms and email templates
- Salesforce Connector settings, including prospect sync rules
After testing in your sandbox, you can manually recreate changes in your production org with
confidence. To copy changes to production in bulk, set up the Account Engagement
Sandbox-to-Production Flow.
- Create a Sandbox for Account Engagement
To test configuration updates, integrations, and other high-stakes changes before you implement them, create an Account Engagement sandbox.
- Set Up the Account Engagement Sandbox-to-Production Flow
Copy changes and content from your Account Engagement sandbox to a production org with a preconfigured flow in Flow Builder. First, set up authentication between your sandbox org and the production org. Then, test the flow and add the flow component to record pages so that you can easily push changes to production.
