Create a sandbox to test new features without affecting your production environment. The
sandbox replicates the parent environment’s features, custom roles, underlying rules, and
reporting structures, but it doesn’t include users, assignments, statements, connector secret keys
or other sensitive data, or synced transactional data. You can create two sandboxes for each
production environment.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning
Experience |
| Available in: Enterprise, Unlimited, and Developer
Editions |
| Available for an additional cost in: Professional Edition with Web
Services API Enabled |
| User Permissions Needed |
| To create a sandbox: |
A Spiff user role with this permission turned on.
Sandboxes: Manage
|
Spiff clones Quota Types from the parent environment when you create a new sandbox. Spiff
copies Quota Types from the parent environment with matching IDs, so formula references resolve
correctly after deployment. Quota Types created directly in the sandbox don't have a matching ID
in the parent and can't be deployed via change set.
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In your parent environment, go to Admin and select Settings.
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Under Environments, select Sandboxes.
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Click Add Sandbox.
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Select your source for the data and configuration.
You can clone logic from a production environment or an existing sandbox.
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Follow the prompts to create your sandbox.
If your organization purchased the Spiff connector in Workato, the Workato window in Data
Automation is available in your sandbox. The sandbox uses your production company's Workato
account, so you can copy and reuse recipes and connections without re-creating them from
scratch.
