TABLE OF CONTENTS




As an administrator, you want to test out a new feature or a configuration. Consider an example where you want to explore a new workflow. You don’t want it to affect your users or customers before you thoroughly test out the feature.


Using Sandbox on Freshsales, you can now experiment with features and configurations without making any changes to your account. The Sandbox acts as a replica of your account with all necessary configurations. 

You can create only one Sandbox account at a time.

Note: You can create only one Sandox account at a time


How to create my Sandbox account?

  • Go to Admin Settings > Other SFA Settings > Sandbox.

Note:  
- Only users with Admin Permissions can create a Sandbox. 
- The Sandbox feature is unavailable for Trial accounts. Please upgrade your account to access Sandbox.    


  • Click the Build Sandbox button to create a new Sandbox instance. This could take a while, based on your account configurations. An email will be sent to all administrators once your sandbox becomes ready to use.


     
  • Hit the Go to Sandbox button to start testing configurations.


     
  • The admin settings from the current account will be automatically copied to the newly created sandbox account. Refer to the below section to see what gets copied. Account admins will receive an email on what records were copied from your production account to the sandbox account.



What gets copied into your Sandbox account?

  • Admin settings from your CRM(production) account
    • Contact fields - Default and custom fields
    • Sales account fields - Default and custom fields
    • Deals - Default and Custom fields fields
    • Roles - Default and Custom roles
    • Users
    • Field permissions
    • Deal Pipelines

  • Users
    • All users in your CRM(production) account will be created in your Sandbox
    • The maximum number of users on a Sandbox account can be up to twice the number of users in your production account

  • Sample Contacts. By default, the CRM imports sample contacts that can be used for testing purposes. The contacts will be populated with mock values for the following fields: 
    • Name- First name and Last name
    • Email
    • Mobile, Work
    • External ID

  • The following(existing) custom field information that is associated with Contacts, Sales Accounts, and Deals in your CRM(production) account:
    • General Information
      • Name, Internal name, Type, Tooltip, Placeholder, Group, or subgroup data
    • Field Properties
      • Required, Unique, Quick add view, Read Only data
    • Field Types
      • Text, text area, Number, checkbox, and Datepicker for Field types without choices 

        Dropdown, Multiselect, and Radio button for Field types with choices

        Formula and return type of Formula fields

    • Other Field Data

      • The value of the choices for the fields

      • Related To data of Lookup fields

      • Auto-number field configuration

      • Hidden data

      • Field ordering

What does not get copied into your Sandbox account?

  • ALL Contacts/Accounts/Deals data will not be copied from the production account since they will likely have confidential information. However, you can still use the sample data that is pre-populated in your Sandbox account while creating.
  • The following settings cannot be copied from the production account:
    • Other CRM Data Migration
    • Account settings and User module
    • Plans and Billing
    • Workflows
    • Territory
    • Lifecycle stages
    • Integrations
    • Web Forms
    • Purchased Phone Numbers
    • Phone Credits
  • You can test features and admin configurations on your sandbox account, but any changes made will not be copied back to your CRM(production) account. Similarly, new users created in your Sandbox account will not be reflected on your production account

Note: You will be notified about all Sandbox-related activities in your production account as well.



How to access your sandbox account?


  • Navigate to Admin Settings and click on Sandbox under other SFA settings.



  • You will see a banner at the top of your screen indicating whether you are in your Sandbox or Production account.


Who can use the Sandbox account?

Only Admin users can test the configurations and features on the Sandbox.

You can change the access to Sandbox using Role permission settings. 

  • How to give access to Sandbox?
    Enable Access admin settings of the Role under Sandbox instance.
  • How to revoke access to Sandbox?
    Deactivate the user in the sandbox account.


How to delete your Sandbox account?

  • From Admin Settings, navigate to Sandbox and click on Delete Sandbox. All test data and integration data available in the account will be deleted and cannot be recovered.




      


  • Once your Sandbox account is deleted, access will be revoked from all CRM users.
  • You can, however, create a new Sandbox account from Admin settings in your CRM(production) account.


Note:  We recommend keeping the sandbox active only during the testing phases. You can always rebuild your sandbox from the Sandbox page.