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How To Set Up Development Environment In Salesforce

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Here’s a quick overview of how to set up a development environment in Salesforce:

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  1. Navigate to Setup using the gear icon in the upper-right corner.
  2. In the Quick Find search box, type "Sandboxes" and select it from the results.
  3. Select New Sandbox to begin the creation process.
  4. Enter a descriptive name for your Sandbox.
  5. Select Developer Sandbox - this is the recommended option for most users as it's optimized for testing code and customization work.
  6. Set access permissions:
    • Choose User Group to limit access to specific teams
    • Or select All Active Users to provide organization-wide access
  7. 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.

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