NSC | A Customization Works in Sandbox: What to Review Before Production

A customization may work correctly in sandbox, but production can still behave differently if roles, permissions, data, forms, scripts, or workflows are not aligned.

Before moving a customization to production, it is important to review the setup carefully and confirm that it is ready for real users and live data.

Scenario

An administrator finishes testing a customization in sandbox.

The customization may include:

• custom fields
• custom forms
• custom records
• workflows
• scripts
• saved searches
• role-based permissions

The customization works during testing, but the admin wants to reduce risk before deploying it to production.

Solution

Complete a production-readiness review before deployment.

The goal is to confirm that the customization works not only in sandbox, but also with the actual users, roles, forms, data, and business process used in production.