I was just wondering if anyone would be willing to share some of their best practices for working between a production CRM environment and a sandbox CRM environment!
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No. We do all our customizations and development work in the DEV environment. Once we have proven the concept work, and the customizations function as intended, then we move them to the Live platform. I had a typo in my first response which probably led to misunderstanding. On occassion, we take a snap shot of the DATA in the LIVE platform and copy it to the DEV and TRAIN environments. This is simply to refresh the database with current account and contact info. Once LIVE is up and running with new the new customizations, I'll then update TRAIN with the same customizations.
Early in the system, we violated the above ONLY for simple "fixes". These were simple items that did not need to be tested - like label changes, or typo correctons. I would simply do those directly in the LIVE platform, an log the work to a running log book for reference. Now that we are a couple of years into deployment, these are rare now.
Thanks for your responses.
Great article Mohammad.
Mrwizard - so you do all customizations in your Live environment and then move all your changes to your DEV and Training platforms? See the reason I ask is because we currently do not have a process for this yet so we either have to create small customizations in both platforms. I was just wondering if some people have a process for some customizations they do in both and others they only customize in one platform then import / export into the other platforms. For instance, what types of thing should we be customizing in a development platform so that we don't use live data? Any best practices?
We have three separate installations of CRM. We call them CRM Live - which is our active system, CRM Dev - which is our development platform, and CRM Train - withi is our training platform. This has worked well for us over the last three years. It allows for all updates and roll ups to be installed on the CRM DEV before going to the Live platform. On occasion, we take a snapshot of the date in the Live platform and move it to both Dev and Train. This makes for more realistic real life development without having to touch Live data.
This article might address your question:guides.beanstalkapp.com/.../best-practices.html
Thanks,
Mohammad
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