Help Center
Moving from Sandbox to Production

While not necessary, as a UserGems implementation is low-risk and will always be tested first, we do offer a sandbox implementation option for our Enterprise customers. 

‍Considerations:

  • We support both the sandbox and production environments being connected to a single UserGems instance for testing purposes. Please note there is no UserGems Sandbox instance.
  • Any prospects or companies that are sent to a sandbox environment will be re-queued and automatically sent to production in the first batch of records we send.
  • Tracking reports typically come from a production Salesforce, so we can only push example records to a sandbox to validate they are getting created properly. For this reason, we highly recommend using a full-copy sandbox environment. 

‍Sandbox Implementation Steps:

  1. Log into your SFDC sandbox integration user account, and then sign up for UserGems via sandbox-specific link provided by your Forward Deployed Engineer (FDE). This will direct you to a page where you will click "Sign up with Salesforce", which will connect your SFDC sandbox to your UserGems account.
  2. Work with your FDE to configure your UserGems Salesforce fields, dynamic page layouts, and Lead conversion settings (if applicable). 
  3. Your FDE will send 5-10 test records to your Salesforce sandbox to review with you. 

‍Moving from Sandbox to Production: 

  1. Log into your SFDC production integration user account, and connect the account to UserGems by clicking your UserGems signup URL link (provided by your Implementation Manager).
  2. Ensure the integration user has the permissions outlined in this article. Please note this will connect to the same UserGems account used for sandbox testing as we do not have separate UserGems sandbox instances.
  3. Use a change set or reconfigure your production SFDC environment to mirror the set up tested in the sandbox.

This change set or reconfiguration may include:

  1. Custom fields created for the UserGems integration 
  2. Dynamic page layouts or related custom actions
  3. Lead Conversion Mappings 
  4. Campaign IDs (will differ from sandbox to production). 
  5. Related Lists
  6. User Permissions

Your FDE will send another 5-10 test records to your Salesforce production to review with you. When all looks good, you're ready to go live with your first batch of UserGems prospects!

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