Purpose
The purpose of this article is to provide Outreach Users information regarding Outreach Commit’s sandbox environment for testing CRM configurations.
Intended Audience
- Outreach Admins
Sandbox Overview
A Sandbox is an isolated environment that allows customers to test CRM configurations without worry. This leads to higher user satisfaction and reduced risk of downtime in the production environment.
When navigating between production and sandbox environments, admins are able to visualize the impact of the test CRM configurations within the main Outreach Commit app and admin.
How to Use Sandboxes
View Sandboxes
Within the Commit Admin menu, users can navigate to Sandboxes from the left hand navigation menu. By default, your org will have access to a single sandbox, but more can be allocated as needed.
Add Sandbox
- To add a sandbox, click the Add Sandbox button
- Connect to the CRM (this includes the option to also use a Salesforce sandbox environment)..
- Once the new CRM connection has been established, go to Data Sync within the sandbox to add, edit, or remove various CRM configurations.
Access Sandbox
Navigate to Access Admin or Access App for viewing in a sandboxed environment.
Banner While in Sandbox
When a user has access to the Commit admin or Commit app through a sandbox, a banner appears at the top of the screen to give a visual indication that the user is in a sandbox.
© 2022 Outreach.io