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Testing changes in your standard sandbox



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Charles Nadeau

Zendesk Documentation Team

Edited Sep 09, 2024


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43 comments

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Gabriel Manlapig

Zendesk Customer Care

Hi Damara,

Creating a Sandbox only copies the owner and all existing administrators' credentials. In this case, the owner or any administrator who has access to the Sandbox will have to manually add you as a member of the Sandbox account.
 
Ask the owner or an admin of your account to open the Sandbox link and follow the steps in Adding agents and administrators.

For more information, please see article below:

I can't access the Sandbox account

I hope that helps!
 

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Jahn Thanks Jahn,

Is there any way to preview changes made to Ticket Forms? I've edited one of the fields in one of our forms and want to see how it's going to look and work before replicating on the live instance.

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Jahn

Zendesk LuminaryCommunity Moderator

Yes, same on the previewing Help Centre.
Change the preview role to End User then click the "Submit a Request" and this will pretty much show you how the form will look like for end users.


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Hi Jahn, Unfortunately I can't see the changes. When I click Customize should that be on the live version of Help Centre or in Sandbox?

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Jahn

Zendesk LuminaryCommunity Moderator

Hey Rich Andersen - where did you make the changes with the ticket form? Sandbox or Live Environment? 

If Sandbox then it should be in Sandbox and likewise with the live environment. 

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Hi - I created a Premium Meta Sandbox but when I went to Guide, to preview the changes, it says that its not available. How can I preview the changes in Sandbox?

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Jahn

Zendesk LuminaryCommunity Moderator

CJ Arevalo - you need to enable Guide in your sandbox. If you are the account owner then it's much easier but if not you need to ask the account owner to enable it.

https://support.zendesk.com/hc/en-us/community/posts/4408868866970/comments/4408862485402 

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Hi! If I made some changes in the Sandbox that is different from the current testing environment and I go live with a new support form that is integrated with the online support form and Salesforce, would all new production happen within the current production environment or whatever is created in the Sandbox?

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Noly Maron Unson

Zendesk Customer Care

Hi Deke,

I may need more clarification on your question but the main rule is that Sandbox changes are not copied to the production instance. Once you're satisfied with the changes, you must reproduce them manually in the production instance.

Also, any changes made to the production instance are not carried over to the Sandbox after it is already created.

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Can I create a new sandbox out of my current Premium sandbox?

My use case:
I want my premium sandbox to be updated with my production data. 
But I want to make sure all the settings and configurations I have done on it are kept.

So since I need to delete it in order to create a new and updated premium sandbox - I dont see another way how to do that

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Destiny

Zendesk Customer Care

Hello Efrat,
 
Thank you for your message. I grasp that you are looking to establish a new sandbox by making a replica of your existing Premium Sandbox.
 
Regrettably, as it stands, such an action cannot be undertaken. Cloning is limited to the production environment. In the event that your production environment mirrors your Premium Sandbox, this would faithfully replicate all elements, including the subscription and any additional features.
 
Your feedback is important to us, hence I suggest to initiate a discussion under the General Product Feedback forum within our community. This enables you to connect with other users who may have similar requirements and to brainstorm potential alternatives. Topics that gain significant traction are often highlighted for our product managers' attention during roadmap discussions. This initiative gathers customer insights to inform our product development teams.
 
We deeply appreciate customer insights. Your engagement and advocacy in our forums play a pivotal role in shaping the future functionalities of Zendesk.

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I wish this were available to non-enterprise plans. You have a standard and premium sandbox option so why not make standard available to lesser plans?

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David Hall

Zendesk Product Manager

Hi Nicole, thank you for the feedback.  We will take into consideration when we next review our plans.

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