April 30, 2022

Salesforce Sandbox, Making Life easy in 2022

What Is Sandbox?

Salesforce Sandbox is a copy of your production organization. You can create multiple copies of your organization in separate environments for different purposes such as development, testing, and training, without compromising the data and applications in your production organization.

Salesforce sandboxes are completely isolated from your Salesforce production organization, so operations you perform in your sandboxes do not affect your Salesforce production organization and vice versa.

Generally, each phase of the project requires different environments. During the construction phase, there are chances to multiple teams will work on development in this case each team requires its own sandboxes for development. After the construction period, we need one common testing environment, during the training period training team requires a separate environment for training purposes, and before going to production one STAGING environment is required. So for each phase different environments are required.

  • The Salesforce Sandbox is a copy of your organization in a separate environment—it’s like copying and pasting your organization onto another page so you can keep your original work.
  • A sandbox contains all the configuration, customization, apps, and code (known as metadata) that you have made to your Production environment (where users log in and work every day).

So, a sandbox creates both a developing and testing environment within Salesforce.

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Salesforce sandbox types

There are four different types of sandboxes with different features :

Salesforce Sandbox types

Full Copy Sandbox

  • Full copy sandboxes are an exact copy of production including standard and custom object records, attachments, and documents. You can refresh the full copy sandbox every 29 days.
  • it provides data storage equivalent to your production organization.

Partial Copy Sandbox

  • Partial Data sandboxes can include your organization’s standard and custom object records, documents, and attachments with up to 5 GB of data and a maximum of 10,000 records per selected object.
  • A Partial Data sandbox is smaller than a Full sandbox and has a shorter refresh interval. You can refresh a Partial Data sandbox every 5 days.

Developer Sandbox

  • The developer sandbox is a copy of production, it copies all application and configuration information to the sandbox. This type of sandboxes is limited to 200MB of test or sample data, which is enough for many developments and testing tasks.
  • You can refresh a developer sandbox once per day.

 Developer Pro Sandbox

  • Developer Pro sandboxes copy all of your production organization’s reports, dashboards, price books, products, apps, and customizations under Setup, but exclude all of your organization’s standard and custom object records, documents, and attachments. This type of sandboxes is limited to 1GB of test or sample data.
  • We can refresh developer pro-type sandboxes once per day.

Salesforce Sandbox Pricing:

Pricing of salesforce sandbox is not fixed. It depends on your current contract with Salesforce.

Developer Sandbox: It's free. It is an Individual dev environment with a copy of all your metadata

Developer Pro Sandbox: It costs 5% of net spend.

Partial Copy Sandbox: It costs 20% of net spend.

Full Copy Sandbox: It costs 30% of net spend.

Why should I test in Salesforce Sandbox?

The benefits of testing through the salesforce sandbox are as follows:

  • With Salesforce, you can use the sandbox for testing, development, and research without the worry of losing data in your production organization.
  • You can plan and schedule the upcoming releases in Salesforce according to your requirements.
  • After the updates come, you have the option to test it properly before letting it change your production organization. This further gives a sense of data security too.

Salesforce Sandbox Template

A sandbox template enables you to choose specific objects and data to copy into your sandbox. You can create a sandbox template that defines the object data you want in your sandbox. When you create or refresh a  Partial or Full sandbox that time you will have the option to use your sandbox template.

Salesforce updates the template by adding or subtracting the related, included objects. For example, if Object A is a master of Object B, and you add Object B to a template then Salesforce requires Object A in the template and adds Object A.

Note that sandbox templates are only available with Full and Partial Copy Sandboxes.

How To Create Sandbox Template?

Go to setup, Search Sandbox and open

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Click on Sandbox Templates and select New Sandbox Template

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Select the Object that you wants to copy in Sandbox

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Sandbox Template get Created

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How To Create a Salesforce Sandbox?

Steps to Create Salesforce Sandbox?

Total Time: 10 minutes

  1. Go to setup and open Sandbox

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    Go to setup , search Sandbox in quick find box and open

  2. Click on New sandbox and Enter sandbox information and Select sandbox license then Next

    Here we are creating a full copy sandbox

  3. Select object include option and create

    If You have sandbox template then you can Select template based otherwise All

  4. Track sandbox creation status

    Sandbox takes some time to creation, you can track their status

Salesforce Sandbox Url and How To Login In?

Search "test.Salesforce.com" on the browser, enter the production's username & password, Add(.SandboxName) in the production's username, and log in to Sandbox

Salesforce sandbox url

After Login You can see a grey line with Sandbox's name on the top

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Helpful Links