Sign Up for Developer Edition
You will need a Salesforce.com environment to practice exercises throughout this guide. I recommend signing up for Salesforce.com Developer Edition, which is free and non-expiring. You can sign up for multiple developer edition accounts associated to one email address by simply specifying a username that is different from your email address. I would highly recommend creating a new org for this guide if you already have an existing one.
Using a sandbox for this guide is not recommended, for two reasons:
- Existing configuration within the sandbox could interfere when working through scenarios and exercises in this guide (as they were developed using a “clean slate” Developer Edition account).
- Sandboxes expire (your Developer Edition account will still be around a year from now if you want to re-evaluate the work you’ve completed).
Do Not Practice in Production
This should go without saying, but do not practice this guide in your organization’s production Salesforce environment. Changing configuration and manipulating data is a great way to get experience. It is also a great way to break things and can result in data loss, inaccurate reports, disruption of service to users, and a host of other negative consequences that can get you fired.
Practice this guide in your Developer Edition account. Make sure to thoroughly test and understand the consequences of any configuration changes you make prior to implementing them in your organization’s production environment.