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Sandbox testing before production install

Key Takeaway

Test anything from AgentExchange in a sandbox or a Developer Edition org before you install it in a production org.

AgentExchange is the Salesforce marketplace for apps, agents, components, and consultants. Its solutions install into an org as packages. Testing a package in a separate org first keeps production users safe if it behaves in a way you did not expect.

Trial options on a listing

On an AgentExchange listing, "Try It Free" shows the trial options that the provider offers. There are three trial options.

Trial optionWhere the solution runsWhat to know
Test driveA read-only Developer Edition org that the provider configuresYou get login credentials and explore the solution with sample data, but you can't change anything.
Trialforce trialA writable Developer Edition org with sample dataThe org lasts for a limited time. Unlike a test drive, you can customize the org and keep using it if you decide to buy.
Sandbox trial ("Try in your sandbox")A copy of your production org, not a separate org with sample dataThe recommended practice is to always try a solution in a copy of your production org first.

The provider decides which trial options a listing offers, so the choices vary by listing. If you can't try a solution, or the listing leaves questions unanswered, contact the provider.

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