LeadSquared Sandbox

1. Feature Overview

LeadSquared Sandbox enables you to create a test environment from scratch or duplicate your existing Live Production account, to test and evaluate LeadSquared features before subscribing to them. Once the Sandbox is created, you can continue to sync your Production Account with it, to copy over the latest configurations.

Changes made in the Sandbox account will not impact the customizations and configurations, as well as the data that’s stored in your Live account. This ensures that evaluating and deploying a new feature will not affect the day-to-day work of your users. By enabling this feature, you can create a Sandbox to carry out –

• Product testing
• Employee training
• Feature evaluation

The following features can be enabled for Sandbox –

2. Prerequisites

• You must be the Administrator of your LeadSquared account in order to create Sandbox accounts.
• You can’t use an existing LeadSquared user’s email address to create a Sandbox account. You must use an alternative email address for users in Sandbox.
• Existing lead data will not get copied to the Sandbox account. If you want to test a feature with lead data, we suggest you use dummy data. Alternatively, you can export existing lead data from your Live account and import it into your Sandbox account.

To enable this feature on your account, reach out to your account manager, or write to support@leadsquared.com.

3. Installation and Configuration

1. From the main menu, navigate to My Profile>Settings>Profile>Organization Settings>Sandbox Account.
2. Click Create Sandbox Account.
3. On the Create Sandbox Account pop-up, enter the following details –
   • User Details –
     • First Name – The user’s first name.
     • Last Name – The user’s last name.
     • Email Address – The user’s email address (must be different from the production account).
   • Account Features – From the Features dropdown, select the features you want to enable on the Sandbox account.
4. Once you’re done, click Create. Your users will receive a “Welcome to LeadSquared” email once the Sandbox account is created. Follow the instructions listed in the mail to get started.

4. Sync with Sandbox

You can sync your Production account with Sandbox to copy the latest configurations from Production. This will ensure all the features you’ve selected in the previous step are enabled in Sandbox. To sync your accounts –

1. From the main menu, navigate to My Profile>Settings>Profile>Organization Settings>Sandbox Account.
2. Under Sandbox Account Details, click Sync Now.
3. On the Sync Sandbox Account pop-up, from the Features dropdown, select the features you want to sync.
4. Once you’re done, click Sync.
5. On the confirmation pop-up, click Yes. The selected features will get synced with the Sandbox.

Note: Once synced, all existing configurations on Sandbox will be overwritten.

5. Troubleshooting

When creating the Sandbox account, you might encounter the following errors –

Any Questions?

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