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            Create a Sandbox in Salesforce Spiff

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            Create a Sandbox in Salesforce Spiff

            Create a sandbox to test new features without affecting your production environment. The sandbox replicates the parent environment’s features, custom roles, underlying rules, and reporting structures, but it doesn’t include users, assignments, statements, connector secret keys or other sensitive data, or synced transactional data. You can create two sandboxes for each production environment.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            Available for an additional cost in: Professional Edition with Web Services API Enabled
            User Permissions Needed
            To create a sandbox:

            A Spiff user role with this permission turned on.

            Sandboxes: Manage
            1. In your parent environment, go to Admin and select Settings.
            2. Under Environments, select Sandboxes.
            3. Click Add Sandbox.
            4. Select your source for the data and configuration.
              You can clone logic from a production environment or an existing sandbox.
            5. Follow the prompts to create your sandbox.
             
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