Creating a Sandbox
- Go to Orgs tab inside Project .
- Select Org Type as Sandbox from the dropdown.
- Make sure to set your own permission preference.

- Org Role “packaging” refers to a special Salesforce Developer Edition org that’s enabled for packaging.
- It stores your package’s namespace and metadata
- If you’re doing First-Gen Managed Packages (1GP) → you must use a packaging org. Org Shape doesn’t apply.
- If you’re doing Second-Gen Packages (2GP) → you’ll be using Dev Hub + Scratch Orgs, and Org Shapes help you mimic the right environment for development/testing.
Pulling Changes
- Go to Work Item Details and click on + Pull.
- Select a Sandbox from the dropdown.
- You can only pull/retrieve from a sandbox or scratch org.
- Click Pull All Changes for everything or you can use our Serpent AI with just a prompt of the feature description and it will retrieve changes related to that feature.
Comparing & Committing Changes
- After pulling, open your project in VS Code by clicking Open in VS Code.
- Compare the pulled changes with your local files using your preferred diff tool.
- Stage the modified files in Git, write a commit message, and commit the changes.
- Push the committed changes to your connected Git repository.

