Creating a Sandbox with Aedon.Accounting

To test Aedon.Accounting with a copy of your own data, create a Partial Copy or Full sandbox from the production org where Aedon.Accounting is installed. The Aedon package and its settings are copied into the sandbox with your configuration.

Create the sandbox

1. In your production org, open Setup, enter Sandboxes in the Quick Find box and select Sandboxes.
2. Click New Sandbox.
3. Enter a Name and Description⁽¹⁾. Leave Create From as Production⁽²⁾.
4. Find the Partial Copy or Full licence⁽³⁾ and click its Next button⁽⁴⁾. You can only choose a type you have a licence available for.
5. Choose the sandbox template that lists the objects to copy. A Partial Copy sandbox always needs a template.
6. Click Create. Salesforce emails you when the sandbox is ready.

After the copy

• Log in to the sandbox and check that your companies, financial years, nominal codes and transactions have been copied.
• Check the scheduled jobs in the sandbox, such as recurring transactions and bank feeds, and stop any you don’t want to run. See Scheduling Jobs for Recurring Transactions.
• Don’t submit VAT returns to HMRC from a sandbox.

Let your team know before you create or refresh a sandbox, so that no one loses work in progress.

Salesforce help

For the details, see Salesforce’s own help:

• Create a Sandbox

Related articles

• Using Salesforce’s Sandbox
• Scheduling Jobs for Recurring Transactions