How to Create a Sandbox in Salesforce

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Need a test environment to experiment with customizations? Here's how to create a Salesforce sandbox:

1. Go to Setup in the top right corner.
2. Find Sandboxes by searching in the Quick Find box (Type "Sandboxes" and select it.)
3. Click New Sandbox.
4. Assign a name to your Sandbox.
5. Choose Developer Sandbox, which is ideal for testing code changes and customizations (recommended for most users).
6. Sandbox Access:
   • User Group: Assign access to a specific user group.
   • All Active Users: Grant access to all active users in your org.
7. Click on Create to initiate the sandbox creation process. It may take some time (minutes to hours) for the sandbox to become available.

Note:

• Sandboxes are temporary environments, and data is not automatically copied back to production.
• Use sandboxes for testing and development purposes to avoid impacting your production environment.

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