Sandbox Overview

Sandbox Overview

As your organization grows so does the complexity in your sales processes. At such a juncture, any small error in a process could have a domino effect. No organization can afford such a situation. To help overcome this hassle, Zoho CRM offers Sandbox. 

What is a sandbox and why does an organization need one?
A sandbox is an isolated environment to test and validate various business cases in real-time. This protects your production environment from any issues occurring due to faulty codes, erroneous configurations, etc. Organizations can run multiple isolated environments to test and make changes without affecting their existing system. Once tested successfully, they can deploy the changes to the production account.

Sandbox in Zoho CRM
With Zoho CRM Sandbox you can involve your org users, and the developers from outside to collaborate and test new configurations or rectify  issues outside the live CRM environment.  You can create such multiple environments and test different CRM settings independently.

For example, an organization can have three testing environments under one CRM account:
  1. the sales teams can create a sandbox to exclusively test the workflow configurations. 
  2. the administrators can test the roles and profile settings with real-time data in another sandbox account. 
  3. the marketing teams can use another sandbox environment, to test if they can import a list of recently launched campaigns and associate them with the deals present in the live  CRM account to monitor the overall progress. . 
Creating individual sandboxes allows different teams to test, identify issues, and fix them independently before deploying them to the live CRM account. . 

Business Scenarios 
Let us look at some configurations that can be tested in the Sandbox environment

Testing Workflow Rules in Sandbox.
A workflow rule to trigger a reminder for subscription before its due date is created in the Sandbox environment. Now, you can test this workflow rule with the records to confirm if it works without any discrepancies. Once the testing is done and if you are satisfied with the settings, you can deploy the settings to the production setup.


Creating and testing a new Blueprint in Sandbox
A Blueprint explaining the different processes involved in lead nurturing is created in the Sandbox environment. Here, you can check how it performs with the help of CRM records. When you are satisfied with the blueprint, you can deploy the changes to production.


Testing a new Canvas page in Sandbox
A customized record detail page is created using Canvas in a sandbox. Here, you can have your user group and designers test the interface and evaluate usability and efficiency. After several iterations, once you are confident in the interface's effectiveness, you can seamlessly deploy the redesigned page from the sandbox into the live environment.


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                               
                                                                

                                                              Videos

                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Webinar integration in Sandbox

                                                                                                                          DC: All DCs | Edition: Enterprise, Ultimate Release plan: The enhancement is currently released to the US DC. It will be open to the all other DCs in phases in the upcoming weeks. Zoho Webinars has been a versatile piece of webinar software for ...
                                                                                                                        • Social integration in sandbox

                                                                                                                          Social media platforms like Twitter and Facebook have become vital for understanding and engaging customers. Zoho CRM allows you to monitor and engage with these platforms from within your CRM. This is possible because of the Zoho Social integration ...
                                                                                                                        • Survey integration in Sandbox

                                                                                                                          Businesses look to develop a deep understanding of customer needs, stay aware of their preferences, and keep track of customer satisfaction. From finding the target market to monitoring post-purchase sentiment, surveys serve as structured and ...
                                                                                                                        • Canvas in sandbox

                                                                                                                          You can redesign the interface of record detail pages and list view pages using Canvas. You can ensure the interface presented to a user is relevant to that user's work and dynamically styled based on the data present in a record. This goes a long ...
                                                                                                                        • Creating Sandbox

                                                                                                                          Creating sandbox account CRM admins can create multiple sandboxes in one account to test different configurations independently. While creating a sandbox you need to do the following: 1. Choose the sandbox type: There are four types of sandboxes to ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources