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How to set up development environment in salesforce



How to set up development environment in salesforce: step-by-step guide

  1. Go to Setup in the top right corner.

  2. Find Sandboxes by searching in the Quick Find box (Type "Sandboxes" and select it.)

  3. Click New Sandbox.

  4. Assign a name to your Sandbox.

  5. Choose Developer Sandbox, which is ideal for testing code changes and customizations.

  6. You can leave Apex Class empty. And define the access level.

  7. Hit Create.

  8. It may take some time (minutes to hours) for the sandbox to become available.

Quick answer: To set up a development environment in Salesforce, navigate to Setup, search for and select Sandboxes, and click New Sandbox. Name your sandbox, choose Developer Sandbox, define the access level, and click Create. Wait for the sandbox to become available.

About this Salesforce tutorial

Configure a Salesforce developer environment by creating and provisioning a new Developer Sandbox for testing code and customizations. This guide shows how to set up development environment in salesforce in 8 steps, starting with "Go to Setup in the top right corner" and finishing with "It may take some time (minutes to hours) for the sandbox to become available". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.

Frequently asked questions

How many steps does it take to set up development environment in salesforce?

8 steps. Each one is listed in order above, and the demo highlights exactly where to click.

Can I try it without changing my own account?

Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.

This tutorial is filed under Salesforce. Related guides: Salesforce - How to Set Up Salesforce Inbox, Salesforce - How to Share a Private Report in Salesforce and Salesforce - Share a report. Last reviewed 05 Oct 2026.

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