How to Create and Refresh Sandbox in Salesforce


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Sandbox

A sandbox is a copy of your organization in a separate environment, you can use for a variety of purposes, such as testing and training. Sandboxes are completely isolated from your Salesforce production organization and operations you perform in your sandboxes do not affect your Salesforce production organization.

Types of Sandbox

1.Developer Sandbox 

A Developer sandbox is intended for development and testing in an isolated environment.

2.Developer Pro Sandbox 

A Developer Pro sandbox is intended for development and testing in an isolated environment and can host larger data sets than a Developer sandbox.

3.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.

4.Full Sandbox

A Full sandbox is intended to be used as a testing environment. Only Full sandboxes support performance testing, load testing, and staging. Full sandboxes are a replica of your production org, including all data, such as object records and attachments, and metadata.

How to Create Sandbox ?

1. From Setup, enter Sandboxes in the Quick Find box, then select Sandboxes.

2. Click New Sandbox.

3. Enter QA as the name and For previewing and testing new releases as the description.

4. Click Next under the type of sandbox you wish to create.

How to Login Sandbox ?

1. Go to test.salesforce.com 

2. Enter the User name and Password of your sandbox

3. click Log In to Sandbox Button

How to Refresh Your Sandbox ?

Refreshing a sandbox updates the sandbox’s metadata from its source org. If the sandbox is a clone or if it uses a sandbox template, the refresh process updates the org’s data in addition to its metadata.

1. From Setup, enter Sandboxes in the Quick Find box, then select Sandboxes.

2. A list of your sandboxes displays. Sandboxes that you can refresh have a Refresh link next to their name.

3. Next to the name, click Refresh.

4. Review the Name, Description, and Create From values, and edit these values if needed.

5. Select the type of sandbox environment you want.

6. If you want to activate your sandbox immediately after you refresh it, select Auto Activate.

7. Click Create.

8. Refreshing your sandbox can move it to a different Salesforce instance. For example, the sandbox can move from CS40 to CS50.

NOTE : 

  • ​Sandbox refresh duration timeframes vary and cannot be guaranteed ​Refresh times can take minutes, days, or even more than a week.
  • ​All sandbox refresh requests are placed into a queue and will be processed on a first come first served basis.
  • ​There is no capability to modify the queue order so please ensure you have enough lead time for your refresh to be queued and then processed ​
  • Full Sandboxes can be refreshed ONCE every 29 days. No exceptions to the 29 day rule – once refreshed, you cannot refresh again within the 29 day window

 

 

 


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