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UAT environment and test data readiness

Key Takeaway

Run UAT in a sandbox that matches production, pick a Partial Copy or Full Copy sandbox based on what the testing needs, and limit who can reach copied production data.

In user acceptance testing (UAT), end users test a project, such as an Agentforce Manufacturing rollout, in a sandbox or other test environment just before go-live, to confirm that it delivers what the business asked for. Getting the UAT environment and its test data ready is part of UAT prep. A sandbox that drifts from production or holds unrealistic data lets testers sign off while problems still appear after go-live.

What UAT is and where it fits

UAT checks that a project or enhancement works as intended. UAT comes after the technology team's own quality testing, as the last stage before go-live. Each test case ends in pass or fail. The overall result acts as a go or no-go decision for production.

A sandbox is an isolated copy of production, so testers get a risk-free place to work. A sandbox can hold a replica of production data, which means testing is realistic without touching business-critical processes and data.

Changes should follow a set promotion path, with validation at each stage:

  1. Development
  2. Integration
  3. UAT
  4. Production

Changes that pass all automated checks deploy to the UAT environment for business validation. They move to production only after UAT approval.

Salesforce Accredited Agentforce Manufacturing Professional Study Guide

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4.2 Given a defined business requirement, facilitate and support user acceptance testing (UAT)

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