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    Smart Sandbox Blog

April 19, 2016

Creating your first data transfer

Welcome!  If you’re new to Smart Sandbox, you’re in the right place.  Getting started is super easy and takes about 5 minutes.  This article will show you a great way to try out the tool with a simple Account Job Rule, where you transfer one Account record plus it’s related data.

Instructions:

  1. Log into www.SmartSandbox.com with a Production Username
  2. Add a Target Sandbox (we recommend Dev or Dev Pro, but Partial and Full work too)
  3. Click “Add Job Rules”
  4. Add an Account Job Rule with 1 Specific ID + Related Data

JobRule

6. That’s it!  Run the job and enjoy testing with a real, fully relational Account in your Sandboxes.

 

Have questions? Drop us a line at support@smartsandbox.com.