Here’s a quick overview of how to set up a development environment in Salesforce:
- Navigate to Setup using the gear icon in the upper-right corner.
- In the Quick Find search box, type "Sandboxes" and select it from the results.
- Select New Sandbox to begin the creation process.
- Enter a descriptive name for your Sandbox.
- Select Developer Sandbox - this is the recommended option for most users as it's optimized for testing code and customization work.
- Set access permissions:
- Choose User Group to limit access to specific teams
- Or select All Active Users to provide organization-wide access
- Click Create to begin sandbox provisioning. The process can take anywhere from a few minutes to several hours.
Important: Keep in mind that sandboxes are isolated testing environments. Any changes made in a sandbox won't automatically sync back to your production environment. They should only be used for development and testing purposes to protect your live environment from unintended changes.
