LeadSquared Sandbox v2

The Sandbox v2 feature lets you create a test environment to test, evaluate, and understand LeadSquared features. The Sandbox is a copy of your live LeadSquared account’s configuration, without its existing data. You can configure and test a feature in the Sandbox and, once it works as expected, deploy it to your Live environment without configuring it again.
Changes made in the Sandbox do not affect the customisations, configurations, or existing data in your live LeadSquared account during testing, ensuring new feature setup does not disrupt your users’ day-to-day work. You can use the Sandbox for –

• Product Testing – Test and configure features in the Sandbox without scheduling downtime for your live account.
• Employee Training – Give users a safe space to test and understand features without affecting live customers if they make mistakes.
• Conflict Detection – Flags changes that would affect or break your existing live configuration before you deploy them.
• Safe Mode – Lets you test automations without sending emails to customers or triggering external API calls.
• Change Tracking – Logs every change made in the Sandbox, along with who made it and when, so you know exactly what you’re deploying.

2. Prerequisites

• You must be an Administrator to create and access the Sandbox.
• No existing live data (for leads, opportunities, activities and tasks) is exported into your Sandbox. Add dummy data to test the features you configure.
• To enable this feature on your account, reach out to your account manager, or write to support@leadsquared.com.

3. How it Works

4. Create a Sandbox

1. Using your existing LeadSquared credentials, log in to your account and click the Profile icon.
2. From the available options, click Switch To Sandbox, and then click Manage Sandbox.
3. On the Sandbox Account screen, click Create Sandbox Account.
4. On the confirmation pop-up, click Create Sandbox.
5. After a few minutes, the new Sandbox environment is ready.
6. To access the Sandbox, click Launch Sandbox.

5. Test Features in the Sandbox

A green banner at the top of the screen always identifies the Sandbox environment. You can set up and test LeadSquared features in the Sandbox just as you would in the Live environment. In the GIF below, a simple automation is set up in the Sandbox.

6. Deploy Changes to the Live Environment

1. Once you’ve made the changes in the Sandbox, click Switch to the Live Environment.
2. On the Sandbox Account – Change Tracker page, select the changes you want to deploy, and click Deploy to Live.
   • For changes that are flagged under the Needs Attention tab, the following options are available –
     • Skip – Skip deploying the change to the Live environment.
     • Acknowledge – Acknowledge that this change might not work as expected in the Live environment, and proceed to deploy it.
3. Once you confirm that the selected changes have qualified successfully, click Deploy Qualified Changes.
4. On the Confirm Deployment pop-up, click Deploy.
5. You can view the deployment status on the Deployment Logs screen.

7. Change Tracker

This page displays changes made in the Sandbox environment. On this screen, you can use the following filters –

• Search Box – Search for changes using the entity name (for example, an automation name or form name).
• Work Area – Filter by entities (automations, forms, processes, etc.) or by fields (lead fields, activity fields, etc.).
• Entity Type – Filter by specific entities (leads, connectors, telephony, etc.).
• Change Type – Filter changes by action type –
  • Create – Set up new features from scratch
  • Update – Modify an existing feature’s settings
  • Delete – Remove an existing feature
• Modified By – Filter by the LeadSquared users who made the changes in the Sandbox.

8. Deployment Logs

This screen displays the current status of a deployment to the Live environment.

• Once a change is deployed, the status updates to Pending, Success, or Failed.
• The logs also show the name of the user who performed the deployment and when the changes were deployed.

9. Sandbox Settings

You can perform the following additional settings on the Sandbox Settings page –

• Rebuild Sandbox – Resets the Sandbox with your Live environment’s configuration and discards undeployed changes.
  • Previously deployed changes continue to function as expected.
• Execution Settings – The following actions are disabled by default in the Sandbox. To enable an action and to test these features, turn on the setting alongside its name –
  • Lapps
  • Automation Webhooks
  • Email
  • Form APIs

Any Questions?

We’d love to answer your questions or hear your own unique use cases. Feel free to share your experiences in the comments section below.