Seeking Recommendations for a Permanent Test Environment in Freshdesk
Our team is in the process of setting up Freshdesk, and we’re looking for the best way to maintain a permanent test environment, as an alternative to the Sandbox feature. While the Sandbox is useful, it is designed for temporary use, and we need a test environment that can remain active indefinitely.
Key requirements for this test environment include:
The ability to create and test dummy tickets without losing data.
Seamless integration with external tools and systems to mirror real-life scenarios.
Isolation from the live environment to avoid any unintended impact on live operations.
We would love to hear from other Freshdesk users who have implemented a permanent test environment. What solutions or strategies have worked well for you? Are there specific configurations, workflows, or tools you would recommend for this purpose?
Thank you in advance for your input and suggestions!
To maintain a permanent test environment in Freshdesk as an alternative to the Sandbox feature, you can achieve this by creating a separate, dedicated Freshdesk account specifically for testing purposes. This account would function as your test environment and remain active indefinitely. Here's how to align the test environment with your requirements:
Create and Test Dummy Tickets without Losing Data:
In the dedicated test account, create dummy or test contacts that correspond to various customer profiles.
Simulate ticket workflows by creating dummy tickets using these test contacts and test different configurations, ticket updates, and automations within this isolated space.
Seamless Integration with External Tools:
Integrate external tools and systems with the test environment to mirror real-life scenarios. Use test accounts and credentials for supported integrations to avoid unintended impact on live environments.
Isolate from Live Environment:
Keep the dedicated test account separate from the live account. This ensures no accidental syncing or impact to live operations. Avoid reusing live credentials or setups that could cause crossover.
User Recommendations:
Use role-based access to manage users in the test environment. Provide access only to team members directly involved in testing.
Document workflows and processes used in the test account completely to create a blueprint that can later be replicated in your live environment.
This approach ensures full flexibility and zero risk to live operations while allowing continuous testing, mirroring real-world scenarios, and maintaining a permanent test setup.
For a permanent test environment in Freshdesk, you can create a dedicated Freshdesk account or set up a separate ticketing pipeline to isolate test data from live operations. Using third-party tools like Zapier or Integromat for automation and API-based integrations can help simulate real-world scenarios while maintaining smooth functionality. Customize workflows with automation, triggers, and actions to closely mirror your live environment. Additionally, regular backups of the test environment are essential to ensure data isn't lost. This strategy allows for seamless testing without impacting live operations, maintaining a consistent, isolated space for ongoing testing.
To maintain a permanent test environment in Freshdesk as an alternative to the Sandbox feature, you can achieve this by creating a separate, dedicated Freshdesk account specifically for testing purposes. This account would function as your test environment and remain active indefinitely. Here's how to align the test environment with your requirements:
Create and Test Dummy Tickets without Losing Data:
In the dedicated test account, create dummy or test contacts that correspond to various customer profiles.
Simulate ticket workflows by creating dummy tickets using these test contacts and test different configurations, ticket updates, and automations within this isolated space.
Seamless Integration with External Tools:
Integrate external tools and systems with the test environment to mirror real-life scenarios. Use test accounts and credentials for supported integrations to avoid unintended impact on live environments.
Isolate from Live Environment:
Keep the dedicated test account separate from the live account. This ensures no accidental syncing or impact to live operations. Avoid reusing live credentials or setups that could cause crossover.
User Recommendations:
Use role-based access to manage users in the test environment. Provide access only to team members directly involved in testing.
Document workflows and processes used in the test account completely to create a blueprint that can later be replicated in your live environment.
This approach ensures full flexibility and zero risk to live operations while allowing continuous testing, mirroring real-world scenarios, and maintaining a permanent test setup.
@mahendarsingh I do think that FreshWorks need to improve in this area. Asking your customers to buy a 2nd instance and then have us manually match all of the config is archaic.
