Creating / Refreshing a Sandbox from Production

To create/refresh a sandbox user should have “Modify all Permission”. Sandbox can only be created from Production. The Option is available under Data Management in Production. There is a limit of Sandbox creation, as per the Licenses available in the organization.

There are 4 types of Sandboxes in Salesforce:

  1. Developer Sandbox
  2. Developer Pro Sandbox
  3. Full Copy Sandbox
  4. Partial Copy Sandbox

 

Developer Sandbox:

It is a copy of Production but without data. It is used for developing code and testing. Multiple users can log in to a Developer Sandbox and can do the Development.

This Sandbox can be refreshed Once in a day.

Configuration Only (Developer Pro Sandbox):

In this Sandbox, Standard Object and Custom settings provided by Salesforce are available. This sandbox copies all the Organization’s reports, dashboards, price books, products, apps, and customizations under Setup, but exclude all organization’s standard and custom object records, documents, and attachments.

 This Sandbox can be refreshed once in a day as well.

Full Sandbox:

This Sandbox is an exact replica of Production and includes the complete Data as well. This SB is widely used as the Testing environment. This sandbox is used for Performance Testing, Load Testing, and Staging.

The Length of refresh interval makes this sandbox cumbersome to use this for Development.

When you create/ refresh the Full sandbox, you can decide if we want to include field tracking history and Chatter activity as well.

This Sandbox can be refreshed in every 29 days.

Partial Copy Sandbox:

A Partial Copy sandbox is intended to be used as a testing environment. This environment includes a copy of your production org’s configuration (metadata) and a sample of your production org’s data as defined by a sandbox template.

This Sandbox can be refreshed in every 5 days.

Steps to Create a New Sandbox:

  1. Click on Setup, go to Data Management and select Sandbox under it and click on New Sandbox
  2. Enter the Name and Description of a Sandbox. As per the Salesforce Best Practice, Name of a sandbox should be written as per its use, so it’s easy to recognize by other users as well.
  3. Choose the Type of sandbox as per required.
  4. Click on Create.

Steps to Refresh a Sandbox:

  1. Click on Setup, Go to Data Management and Click on to Sandbox.
  2. Here you will see a list of all sandbox available. Sandbox available for refresh will have a refresh link next to the name of the Sandbox.

Edit | Del | Refresh | Login Sandbox Name Status (in Use)  

On a click of the Refresh button, Salesforce will start copying data to the sandbox (If it is a Full sandbox) Status turns to copying. After it finishes copying the data, In Progress turns into Activate button.

Activate the sandbox, once the Refresh is completed.

The user receives an email from Salesforce once the sandbox is ready to use. You will not be able to recover any configuration or data changes which were made in the Sandbox before the refresh.

Once it is completed, Refresh button would be disabled and will be enabled only after a defined interval as per the Sandbox.

Once the Sandbox is ready to use, you can log in to Sandbox via production itself.

Salesforce automatically changes a sandbox username, but not the password. You need to you’re your Production password to login into the sandbox.

Note: Newly created sandboxes have the default email deliverability setting System email only.

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