Logging in to a Sandbox

Salesforce Sandboxes are based on your Production Salesforce instance. This includes your username and passwords. However, Salesforce requires a unique username for each instance, and thus will append the name of the sandbox to the end of your username, but use the same password as your production instance at the time the sandbox was created or refreshed.

Log in URL:
To log into a Sandbox, navigate to the following URL: test.salesforce.com
Salesforce will not allow you to log into a Sandbox from their main login.salesforce.com url

Sandbox Usernames:
The username for a sandbox will be the same as your production instance, but will have the sandbox name at the end. See below for an example of what the sandbox username would be with the sandbox name.

Production Username: LitifyUser@litify.com
Sandbox Name: FullSandbox
Sandbox Username: LitifyUser@litify.com.FullSandbox

Sandbox Passwords:
Salesforce uses the same passwords as your production instance for all sandboxes.
Keep in mind that if you update a password in production or in a sandbox, they will NOT sync to any other instance. The update will only happen in that instance. A sandbox will only copy the password from production when it is initially created and refreshed.

Sandbox Emails:
To cut down on unwanted notifications, Salesforce automatically invalidates all user email addresses except for the user who created or refreshed the sandbox.
Unless users have added in a mobile phone number for verification, you will need to update any user’s email that will need to log into the Sandbox.
Navigate to the user to update in the Salesforce Setup screen and edit their email address. Remove the ‘.invalid’ from the end of the email address and save their record.
The user will need to confirm this change before they will be able to log into Salesforce.

Salesforce Organizations

Production

This is your main Salesforce instance that is used on a daily basis. This is where all other applications, 3rd party apps, and any other external systems connect to as well to feed or pull data from.

Sandboxes

A Salesforce Sandbox refers to a Salesforce Org that is a clone of any Production Salesforce organization. This can be from a Demo / Trial org, a Clients Production org, or even a Developer environment. Sandboxes typically are created from a Clients production environment though and used to develop / test new configurations. The reason to do this in a Sandbox is that you can use the start with all the configurations from Production and make changes from there without impacting what the client is doing in production.

Sandboxes are available (depending on your Salesforce license) in 3 different options.

Full Sandbox - This is a copy of all data and all the configuration from production. These can be refreshed up to once every 30 days. This is a full 1:1 copy of everything in your Salesforce org. This is the best place to test out any new versions of either Litify updates or any other applications prior to installing them in your production instance.

Partial Sandbox - This is a copy of a limited sample set of data and all the configuration from production. These can be refreshed up to once every 5 days. This sandbox has more limited storage, and therefore is not a 1:1 copy and instead is able to copy either all or just some objects based on a Sandbox Template. Salesforce will automatically copy over a random sample of records across all selected objects. Partial sandboxes are great if you want to quickly test out a new configuration or application and need to ensure that you have a fresh copy from production.

Developer Sandboxes - These are a copy of only the configuration from production and do not copy over any data records. These can be refreshed up to once every day. Keep in mind that there no records are copied over with developer sandboxes. Sample records will need to be created in order to test out any configuration changes made. These sandboxes are usually used to test out new configurations that might have a bigger impact on business processes as they can be created and tested in isolation without worrying about interrupting any other testing or production processes.


Create a Sandbox

Sandboxes are able to be either Created or existing Sandboxes Refreshed. Refreshing a sandbox simply means that the same Sandbox name will be used, but all new configuration (and data if partial or full) will be copied into the sandbox.

To create or refresh a Salesforce Sandbox, you will need to have a System Administrator Salesforce Profile.

To Create a new Sandbox:
Log into your Production Salesforce Instance
Click on the Setup Gear icon in the upper right and select Setup.
In the Quick Find search box in the Left Navigation panel, type ‘Sandboxes’ and click on the Sandboxes link.
Click on the New Sandbox button

Type out a name you want to use. Keep this short, but specific to the use case you plan on using the sandbox for.
Optional: Type out a slightly more detailed explanation about this sandbox in the Description field. This is a very useful field if others are trying to identify a sandbox to use or refresh.
Keep the ‘Create From’ option set to Production.
Select the ‘Next’ button under the sandbox licence type you want to use. You likely will only have 1 Full and Partial license, but many more Developer licenses to use. If you are unable to select a type, you are either already using the sandbox or do not have a license. You will need to refresh the sandbox instead of creating a new one if it is in use.

Under the Sandbox Options, leave the Apex Class blank.
Click on the Create button to initiate the new Sandbox.
This can take anywhere from a few minutes to several hours depending on the type of sandbox selected and the size of your production Salesforce instance. You will receive an email from Salesforce when your Sandbox is ready to log into.

Refresh a Sandbox

If you have an existing Sandbox that you simply want to refresh with current configuration and data from your Production instance, you can choose to refresh, or update, a sandbox that is already created. This will effectively just keep the same name and description, but update all other data.

To create or refresh a Salesforce Sandbox, you will need to have a System Administrator Salesforce Profile.

To Refresh a Sandbox:

  • Log into your Production Salesforce Instance
  • Click on the Setup Gear icon in the upper right and select Setup.
  • In the Quick Find search box in the Left Navigation panel, type ‘Sandboxes’ and click on the Sandboxes link.
  • Find the Sandbox you want to refresh from the list and click on the ‘Refresh’ link next to the name.
  • Confirm you want to keep the same name and description.
  • Keep the ‘Create From’ option set to Production.
  • Select the ‘Next’ button under the sandbox licence type you want to use. You likely will only have 1 Full and Partial license, but many more Developer licenses to use. If you are unable to select a type, you are either already using the sandbox or do not have a license. You will need to refresh the sandbox instead of creating a new one if it is in use.
  • Check the Auto Activate check box. This will automatically make the Sandbox available to log in once the refresh is complete. If you want to refresh a Sandbox but NOT fully replace the old one until you are ready, leave this blank.
  • Under the Sandbox Options, leave the Apex Class blank.
  • Click on the Create button to initiate the new Sandbox.
    • This can take anywhere from a few minutes to several hours depending on the type of sandbox selected and the size of your production Salesforce instance. You will receive an email from Salesforce when your Sandbox is ready to log into.

Create a Sandbox Template

Sandbox Templates are a collection of objects that you can use to create a full or partial sandbox from. These are usually only used when working with Partial sandboxes as they can only contain a subset of data records do to the limited data storage available. Depending on the size of your Production Salesforce Instance you can choose to select all objects, or just the ones that you need to have in order to test or create new configurations from.

To create a new sandbox template:

  • In the Sandbox setup screen, click on the Sandbox Template tab.
  • Click on the New Sandbox Template button.
  • Enter a name for the template. Use a name that makes sense and encompasses what this template is used for.
  • Select all the objects you wish to include records from.

When done, click on the Save button.
When you go to create or refresh a Full or Partial sandbox, you will be able to select this template in the Sandbox Template selection dropdown.

 

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