How To Set Up Development Environment In Salesforce

Updated on:

May 12, 2026

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Use this interactive demo to learn how to create a Developer Sandbox in Salesforce Setup.

Quick summary

Setting up a Salesforce development environment requires creating a Developer Sandbox through the Setup menu, which provides an isolated space for testing code changes and customizations. This step-by-step walkthrough covers the full sandbox creation process, from navigating Setup to submitting the configuration.

Steps

Go to Setup in the top right corner of your Salesforce instance.
Find Sandboxes by typing it into the Quick Find box and selecting it from the results.
Click New Sandbox to begin creating a new sandbox environment.
Assign a name to your new Sandbox.
Choose Developer Sandbox as the type, which is ideal for testing code changes and customizations.
Leave the Apex Class field empty and define the desired access level.
Hit Create to submit and provision your new sandbox.
Wait for the sandbox to become available — provisioning can take minutes to hours.

📌 Why this matters

Setting up a dedicated Salesforce development environment is essential for teams that need to safely build, test, and validate customizations without affecting live production data. A Developer Sandbox gives Salesforce developers and admins an isolated workspace to write and test Apex code, configure workflows, and deploy changes with confidence. Using Salesforce Sandboxes reduces the risk of breaking changes reaching end users, making it a critical best practice for any organization running Salesforce in production. This demo shows exactly how to provision a Developer Sandbox in just a few clicks through Salesforce Setup.

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