Understanding the relationships between sandboxes and production systems is another key diagram for Salesforce consultants.
This helps understand which sandboxes are used for what purpose and the general flow of configuration and development.
A diagram for sandbox management needs to include
- All development sandboxes, including those for proof of concepts, app development, data migration development, and 3rd party developments
- All testing sandboxes, including external testng systems for System Integration Testing (SIT) and User Acceptance Testing (UAT)
- The production instance, includes external production systems
- The sandbox name (keep it concise)
- The sandbox type (i.e. Developer, Developer Pro, Partial Copy, Full Copy)
Here’s a sample diagram
As new sandboxes are created as needed, this diagram should be updated to track them.
The takeaway
The sandbox management diagram should be created at the start of every project, and maintained as sandboxes are created and updated.
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