Utilizing a sandbox is a great way to reduce risk and increase efficiency. Here are 7 best practices for Salesforce sandbox management.

1. 7 Best Practices for Salesforce Sandbox
Management
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2. Hereare7bestpracticesforsuccessfulSalesforcesandboxmanagement:
▪ Appoint a Manager
▪ Choose Your Sandbox
▪ Take Time to Plan
▪ Install Security Measures
▪ Institute Testing Protocol
▪ Document Everything
▪ Utilize Sandbox Management Tools
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3. 1.AppointaManager
▪ A dedicated member of your team should be identified to oversee all
the various aspects of the project. It can be difficult to keep track of
multiple sandboxes. The efforts of an appointed individual can keep
tabs on this process to make sure everything stays on track.
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2.ChooseYourSandbox
▪ Salesforce offers 4 choices for sandboxes. There are a few
considerations that will point you toward the best sandbox to achieve
your goals.

4. 3.TakeTimetoPlan
▪ Arranging the proper direction for your sandbox environments takes a
bit of time. There are a handful of considerations to keep in mind that
can shape your approach.
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4.InstallSecurityMeasures
Data security should be a constant concern. This includes
considerations such as protecting against cybercriminals, but it also
includes protecting the information itself from overexposure to your
team members.

5. 5.InstituteTestingProtocol
▪ The ability to test new development projects without impacting the
functionality of the update is one of the most useful affordances of a
sandbox. Each project is going to have its own specific needs and
capabilities, so each version of testing is going to vary.
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6.DocumentEverything
Accountability is essential when working in a multi-developer team.
Who is responsible for what updates? This can be used to seek out
individuals worthy of praise. It can also be used to learn of consistent
errors and create an opportunity for improvement.

6. 7.UtilizeSandboxManagementTools
▪ A Salesforce sandbox management tool makes it easier to synchronize
releases, even when they are spread throughout multiple geographic
locations.
▪ Comparing separate versions, analyzing changes, and managing
software configurations are just a few of the benefits of a sandbox
management tool.
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Source:7BestPracticesforSalesforceSandboxManagement
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