1/21/2024 0 Comments Excel data generator![]() ![]() What is metadata? Here are some examples: fields, objects, process builders, approval processes, workflow rules. Train new team members without creating bad data in your system.Demo your custom Salesforce features without showing confidential data to the world.Keep Up With NPSP and Salesforce Releases: Salesforce has three feature releases per year and NPSP has bi-weekly bug fixes-that’s a lot to test! Sandboxes help you try out and identify which features make sense for your org, AND ensure that new features don’t break your custom processes.Test new features: Not only can you (the admin) test, you can bring in users to help make sure you’re on the right track with your design.Build new features worry-free: If something breaks in your sandbox, it won’t affect your live users or data.Yikes! Fortunately, the donors were gracious about the mistake, but from that day forward, Alex tested all changes in a sandbox first.īut what does “testing everything in a sandbox” really mean? All About SandboxesĪlex learned a few great reasons to use sandboxes (in addition to not accidentally emailing hundreds of donors): You can learn a lot more about sandboxes here.Īlex doesn’t like to dwell on it, but they once uploaded donations from a third party platform and subsequently sent automatic gift acknowledgments to 250 donors who had already received them months ago. You guessed it - “Production” is what we call your main Salesforce instance, where your team members enter their data. Once you have thoroughly tested your new functionality, you can move your changes into Production. What is a sandbox? We’re so glad you asked! It’s a replica of your Salesforce configuration (including your custom fields, automation, code, everything!) where you can make changes without disrupting the workflow of others. Over the years, as FTC’s data got more complicated, Alex learned the hard way to test in a sandbox before making changes in Production. Just like Alex works to steward local waterways, they also steward FTC’s Salesforce instance. ![]() Alex also manages FTC’s multiple email lists and coordinates the award-winning program, Tiny Tots for Tiny Creeks, which involves managing registration forms, safety releases, and complex program management. In a typical week, Alex supports the fundraising team as they enter and classify donations, pledges, and donor touchpoints. For such a small organization, they have a lot of data, so Alex has faced many issues trying to keep their data in good shape. ![]() Alex has been working at FTC for three years. They are an admin at Friends of Tiny Creek (FTC), an organization dedicated to conserving and restoring micro-ecosystems that larger environmental orgs tend to overlook. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |