Step-by-Step Guide to Effortlessly Create a Developer Org in Salesforce
How to Create a Developer Org in Salesforce
Creating a developer org in Salesforce is a crucial step for developers and administrators who want to test, develop, and customize Salesforce applications without affecting their production org. In this article, we will guide you through the process of creating a developer org in Salesforce, ensuring that you have a dedicated environment to work on your projects.
Step 1: Log in to Salesforce
Before you begin, make sure you have access to your Salesforce account. Log in to Salesforce using your username and password.
Step 2: Navigate to Setup
Once logged in, navigate to the Setup menu by clicking on the gear icon located in the upper-right corner of the page. This will take you to the Setup page, where you can manage various aspects of your Salesforce org.
Step 3: Search for “Developer Console”
In the Setup page, use the search bar to type “Developer Console” and select the corresponding option from the search results. This will take you to the Developer Console, where you can create and manage your developer orgs.
Step 4: Click on “Create New Organization”
In the Developer Console, you will see a list of existing orgs. To create a new developer org, click on the “Create New Organization” button.
Step 5: Fill in the required details
You will be prompted to fill in some details for your new org. Here are the essential fields you need to provide:
– Org Name: Choose a name for your new org that reflects its purpose, such as “DevOrg1” or “TestOrg”.
– API Name: This is a unique identifier for your org and must be all lowercase with no spaces. Salesforce will automatically generate a suggestion based on the org name you provided.
– Org Email: Enter an email address for your org. This will be used for notifications and other communication related to your org.
– Company Name: Enter the name of your company or organization.
– Phone Number: Provide a phone number for your company or organization.
Step 6: Select the Edition and API Access
Next, select the Salesforce edition you want to use for your developer org. Ensure that you have the necessary permissions to create orgs of this edition. Additionally, choose whether you want to enable API access for your org.
Step 7: Set the Time Zone and Currency
Specify the time zone and currency you want to use for your org. These settings will determine how time and monetary values are displayed in your org.
Step 8: Configure Data Sharing
Choose the data sharing settings for your org. You can select from different sharing settings, such as Public, Limited, or Private, depending on your organization’s requirements.
Step 9: Create the Org
After filling in all the required details, click the “Create” button to create your new developer org. Salesforce will take a few moments to set up your org, and then you will receive a confirmation message.
Step 10: Access Your Developer Org
Once your org is created, you can access it by clicking on the “Manage Organizations” link in the Developer Console. You will see your new org listed there, and you can start working on your Salesforce projects.
Creating a developer org in Salesforce is a straightforward process that can help you streamline your development and testing activities. By following these steps, you can have a dedicated environment to work on your Salesforce applications and ensure that your production org remains unaffected.