Salesforce: Refresh your Salesforce Sandbox environment


For more information on creating and testing in a Salesforce sandbox environment, check out this article

With a partial copy sandbox, you're able to refresh the environment every 5 days (full copy, 29 days). Refreshing a sandbox updates its metadata from the source org. If the sandbox is a clone or if it uses a sandbox template, the refresh process updates the org’s data and its metadata.

To get started:

  1. From Salesforce, go to Setup, and in the Quick Find box, type Sandboxes and click. Find the sandbox environment you want to refresh and select Refresh next to it.
  2. Select the sandbox copy you want and click Next.
  3. Ensure the Salesforce objects you want are being carried over, then scroll down and click CreateTo activate your sandbox immediately after you refresh it, select Auto Activate. In this case, you won't receive an activation email. Otherwise, you'll receive an email when the refresh has completed. SB_Refresh_2.gif

Refreshing your sandbox can move it to a different Salesforce instance. For example, the sandbox can move from CS40 to CS50. If you’re subscribed to Trust Notifications, check your subscription settings to ensure that you continue to receive updates about unforeseen incidents and planned maintenance that affects your sandbox.

For more information on updating Simpplr after a partial sandbox refresh, check out this article!

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