Understanding Sandbox

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 Understanding Salesforce Sandbox Types

Salesforce sandboxes provide isolated environments for development, testing, and training without affecting your live production data. Depending on your needs, Salesforce offers different sandbox types, each with unique capabilities and data storage limits.

1. Developer Sandbox

A Developer Sandbox is designed for individual development and unit testing. It includes a copy of your production organization’s configuration (metadata) but does not include production data. This type of sandbox is ideal for coding and small-scale testing in an isolated environment.

2. Developer Pro Sandbox

Similar to the Developer Sandbox, a Developer Pro Sandbox includes a copy of your production org’s metadata but allows for larger data storage. It is suited for more extensive development and quality assurance tasks, including integration testing and user training.

3. Partial Copy Sandbox

A Partial Copy Sandbox is meant for testing and training purposes. Unlike Developer sandboxes, it includes both metadata and a sample of production data defined by a sandbox template. This type is useful for tasks such as user acceptance testing, integration testing, and training, providing a more realistic dataset for evaluation.

4. Full Sandbox

A Full Sandbox is a complete replica of your production environment, including all data (object records, attachments, and metadata). It supports performance testing, load testing, and staging. However, due to a longer refresh interval, it is not ideal for active development. When creating a Full Sandbox, you can choose to include field tracking history and Chatter activity, but doing so may increase data copy time significantly.

Sandbox Templates

If your organization has purchased Partial Copy or Full Sandbox licenses, you can create Sandbox Data Templates to control which records are copied. The Sandbox Templates Tab allows you to create, edit, or delete templates, ensuring that only necessary data is included in the sandbox.

Sandbox History

The Sandbox History Tab logs sandbox creation and refreshes within the past year (up to 500 entries). It provides details such as who created or refreshed a sandbox and when the action occurred. However, this tab is informational only, and modifications must be made via the Sandbox Tab.

Sandbox Licenses

Sandbox licenses dictate which sandbox types you can create. The license hierarchy allows for the following:

License TypeDeveloper SandboxDeveloper Pro SandboxPartial Copy SandboxFull Sandbox
Full Sandbox License✅✅✅✅
Partial Copy Sandbox License✅✅✅❌
Developer Pro Sandbox License✅✅❌❌
Developer Sandbox License✅❌❌❌

License Stages

  • Available – The number of purchased but unused sandboxes.

  • In Use – The number of sandboxes currently utilized.

If you require additional sandbox licenses or do not see a sandbox option, contact Salesforce to purchase more licenses. In case of expired licenses, refer to Unlock a Sandbox for resolution steps.

Creating and Editing Sandbox Templates

Sandbox templates determine the data copied into a Partial Copy or Full Sandbox. By customizing templates, organizations can ensure that only relevant records are included, optimizing testing and development processes.

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