What is a Salesforce Sandbox? A Beginners Guide
Salesforce Sandboxes are an important feature when you are looking to develop new functionality within your organization. This post will equip you with everything you need to know about Salesforce Sandboxes, as well as the different types, and how to use them. Salesforce Sandboxes A Sandbox lets you develop and test your configuration, in the safety of a controlled environment. They are copies of your production environment that have the same platform customizations (Such as custom fields, code, and automation), and in some Sandbox types, also a copy of your production data (Such as Leads, Accounts & Contacts). Sandboxes are a vital part of a good deployment process. While it’s sometimes tempting to make changes directly in production, you could be negatively impacting users, and disturbing their day-to-day work. Sandboxes come into play to allow you to make changes, and test new functionality out, without impacting users. Sandbox Types There are four types of Sandboxes, each with its own set of characteristics that make them fit for a specific purpose. Each Sandbox type has a few different variables…
How often you can refresh a sandbox to mirror your production Org
How much information you can store across data storage, and file storage.
Whether just metadata, or data is copied over.
Which Salesforce licenses include which Sandbox types
1. Developer Sandbox
The most basic type of testing environment is the Developer Sandbox. These are included with most Salesforce licenses, and allow you to create a testing environment with a copy of your Metadata from Production. Developer Sandboxes can be refreshed once per day, and have a data and file storage limit of 200mb each.
2. Developer Pro Sandbox
Developer Pro Sandboxes are very similar to standard Developer environments but have slightly higher storage limits. They provide you with 1GB for both data storage and file storage. The refresh limit stays at 1 day. Developer Pro Sandboxes are only included with Unlimited & Performance editions of Salesforce, but can be purchased separately.
3. Partial Copy Sandbox
This is the first type of Sandbox that allows you to not only copy metadata, but also a portion of your data. As the name suggests, you can select a sample set of data using a Sandbox Template. This Sandbox is very helpful if you wish to test new functionality on live data, or if you wish to train users using live data, in a test environment. Partial Copy Sandboxes are included with Enterprise, Unlimited & Performance edition Salesforce licenses, and can be purchased separately The Partial Copy Sandbox has a refresh interval of 5 days, and allows data storage up to 5GB, and file storage mirrors that of your production Org.
4. Full Sandbox
As you might have guessed from the name, a full copy sandbox copies all of your production metadata and data. This gives you an exact replica of your production Org in order to fully test functionality, as well as train new users. Full Sandboxes have a 29 day refresh interval, and mirrors the storage limits of your production Org for data nad file storage. These Sandboxes are only included with Unlimited & Performance editions of Salesforce, but can be purchased separately.
How Do I Use a Salesforce Sandbox? Sandboxes can easily be created from your production org by headings into the Setup menu in the backend of Salesforce, and typing in “Sandboxes” into the quick search. Here you will see an overview of the Sandboxes that are currently in use, and a few details about each of them.
New sandboxes can easily be created by selecting the “New Sandbox” button and then defining the parameters of your new Sandbox. The length of time it takes to “spin” up a new Sandbox can be anywhere from a few minutes for Developer Sandboxes, to 24 hours or more for a Full Copy. This will depend on the amount of data and metadata that is being copied over. Once a Sandbox has been created, you will need to login via the sandbox login URL which is https://test.salesforce.com. Logging into the sandbox also requires you to modify your username slightly. Your username and password will be the same as production, but you will need to append the sandbox name to your username e.g. firstname.lastname@example.org
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