Summary
If you have read this chapter, you have acquired the principles of Salesforce CRM customization and you are ready to release your first implementation to production. Within this chapter, we have shown how changes in metadata can be safely built and tested on dedicated sandbox orgs. We have seen how to create a sandbox and how to manage it, using clone, refresh, discard, and delete actions. We have discovered the different types of sandbox available on the platform and their features and best uses. We've also understood the principles behind Salesforce releases and how major releases are related to sandbox preview mode.
Finally, we have seen an example of sandbox architecture to cover all the main release process management needs, from development to testing.
From now on, you know the basics of sandbox management and sandbox architecture setup, adapting your project needs to your project's (sometimes unique) release management strategy.
In the next chapter...
