Playbooks Now Supported in Sandboxes

Monday, June 22, 2026

Smart CRMEnterprisePrivate beta

What it is

When you create a new sandbox, playbooks from your production portal are now automatically copied over, including their content and recommendation settings. This is in private beta across Enterprise tiers (Commerce, Content, Marketing, Data, Sales, Service, and Smart CRM).

Why it matters

Playbook configuration changes are a real thing teams want to test before pushing to production, and until now sandboxes did not carry playbooks across. Closing that gap is a quiet but meaningful sandbox parity improvement. The broader pattern, taken together with the multi-brand assets update below, is that the sandbox roadmap is getting filled in piece by piece. If you manage a complex Enterprise portal, the gap between sandbox and production is closing.

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