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How to Publish a Sandbox

Published in Sandbox Management 3 mins read

Publishing a sandbox makes all the configurations and changes you've made within it available in your live application environment. This crucial step transitions your development work into production, ensuring your users experience the updates you've implemented.

Step-by-Step Guide to Publishing Your Sandbox

The process of publishing a sandbox is straightforward, involving a few clicks to propagate your changes. Always ensure your sandbox changes have been thoroughly tested before you publish to prevent unexpected issues in your live environment.

Here’s how to publish your sandbox:

  1. Access Sandbox Configuration: Begin by navigating to the sandbox management area. Typically, you'll find this under Navigator > Configuration > Sandboxes. This page lists all your existing sandboxes.
  2. Select Your Sandbox: On the Sandboxes page, locate and click the specific name of the sandbox you wish to publish. This action often opens a detail view or activates options related to that sandbox.
  3. Initiate Publishing: With your sandbox selected, click the Publish button. This signals your intent to move the sandbox's changes to the main application.
  4. Confirm Publication: You may encounter a confirmation prompt. Click Continue to Publish to confirm that you want to proceed with the publication process. This step is a safeguard to prevent accidental publishing.
  5. Finalize: Once the publishing process is complete, you will typically see a confirmation message. Click Done to close the publishing wizard or notification.

For more information on managing your development environments, you might refer to documentation on Application Sandbox Management.

Understanding Sandbox Publishing

Publishing a sandbox is the final stage of a development cycle within a flexible configuration environment. It essentially merges the configurations, customizations, and new features you've developed and tested in an isolated sandbox environment directly into the main, live application. This ensures that all users can immediately benefit from the updates, whether they are new fields, modified layouts, or custom business rules.

Key Benefits of Publishing:

  • Deployment of Changes: Makes all your carefully crafted customizations live.
  • User Access: Enables all users to interact with the new or modified features.
  • Version Control: Often marks a significant checkpoint in your development lifecycle.

Common Considerations When Publishing

While publishing is designed to be a smooth process, there can be instances where you might encounter issues. It's important to be aware that publishing might not always be immediately successful due to various reasons.

Potential Reasons for Publishing Issues:

  • Validation Errors: Changes within the sandbox might conflict with existing configurations or violate system rules, leading to validation failures.
  • Pending Changes from Other Sandboxes: If other sandboxes have unmerged or conflicting changes, this could prevent your sandbox from publishing cleanly.
  • System Status: Occasional system maintenance or errors can temporarily affect publishing capabilities.
  • Security Permissions: Ensure you have the necessary administrative privileges to publish sandboxes.

Before publishing, it's highly recommended to perform a thorough pre-publish validation (if available) and review all changes. Always test your modifications comprehensively within the sandbox to catch any issues before they affect your live environment. For troubleshooting specific issues, refer to your platform's official documentation or a Sandbox Troubleshooting Guide.