Sandbox Deployment

The Altrata Salesforce Sandbox Environment allows you to test and validate your Salesforce integration before deploying to production.

A sandbox environment provides a dedicated non-production environment that is separate from your production Altrata account. This allows your team to validate authentication, configuration, matching behaviour and user workflows without impacting your production implementation.

A sandbox environment includes:

We recommend using a sandbox if you are:

Using a sandbox allows you to validate your configuration and deployment process before introducing changes into production.

The Altrata sandbox environment is a separate environment from production.

When a sandbox account is provisioned, it is created as a dedicated sandbox account with its own:

Sandbox credentials are different from production credentials and must be configured separately within the Altrata Salesforce App.

Production and sandbox environments can be used at the same time.

A sandbox supports the same core integration workflows as production.

You can:

✅ Install the Altrata Salesforce App

✅ Configure authentication

✅ Test API connectivity

✅ Configure and test Field Mapping

✅ Run bulk matching

✅ Run manual matching

✅ Validate enrichment behavior

✅ Test Lightning page layouts

✅ Validate automation processes

✅ Test user workflows

✅ Test user-contributed content

✅ Validate reports and dashboards that depend on Altrata data

✅ Perform migration and deployment testing

This makes the sandbox environment suitable for validating your end-to-end deployment before go-live.

Sandbox environments use the same underlying Altrata profile data available through your production subscription.

This means users can test against real Altrata profile data and subscription entitlements.

Synthetic or sample profile data is not currently available.

Yes.

Sandbox environments are designed to be isolated from production environments.

The sandbox account uses separate users and separate contributed content from production. Relationships and other user-created content remain within the sandbox environment and do not share with the production account.

Sandbox authentication works in the same way as production.

The Salesforce App is configured using:

The only difference is that sandbox environments use sandbox-specific credentials which are provided separately from production credentials.

This allows the same individual to access both production and sandbox environments using separate accounts.

Your sandbox credentials will be provided when your sandbox environment is provisioned.

The sandbox environment currently supports:

✅ Dedicated sandbox account

✅ Dedicated sandbox credentials

✅ Dedicated sandbox API key

✅ Salesforce integration testing

✅ API testing

✅ Subscription replication

✅ Product configuration replication

✅ Isolated user-contributed content

✅ MFA authentication

✅ Parallel production and sandbox operation

Yes.

Production and sandbox environments operate independently and can be used simultaneously.

No.

Sandbox environments currently support password and MFA authentication only.

No.

Sandbox environments use the same Altrata profile data available through your subscription. Synthetic data is not currently supported.

No.

This option is not available.

Sandbox environments are initially provisioned with one service user and one web user.

Testing that requires user-contributed content should be performed using the sandbox web user.

If your testing requirements extend beyond the standard allocation, contact your Altrata representative to discuss your requirements.