Salesforce Sandboxes: CAS Come and See Video
Salesforce Sandboxes: CAS Come and See Video
Do you know the different types of Salesforce sandboxes? Join Cory from Cloud Adoption Solutions as he shows and explains the different types of sandboxes (SBX) and some of the intricacies involved in each.
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VIDEO TRANSCRIPTION:
Hi, this is Cory with Cloud Adoption Solutions. And today I'm going to be covering Salesforce sandboxes. I'm sure a lot of you have used a Salesforce sandbox before. But hopefully there's some new information in this video that will be useful to you. First, I want to cover the different types of sandboxes. Not all of these are available in every org. But there are four different types of sandboxes. There's the developer, the developer Pro, the partial copy, and the full copy, the developer and the developer Pro. They can be refreshed every day, they don't include any data from production. And here's where they differ, the developer allows 200 megabytes of data to be imported or created. And the developer Pro allows one gigabyte of data to be imported or created, these are the fastest sandboxes to create. Basically, it's for doing proof of concept, metadata specific development or just playgrounds to for developers and admins to run through potential setup changes, and review any impact they would have. I'm going to show you where the sandbox section is. So in the Setup menu, if you type or start typing sandbox, in the Quick Find under environments, you'll see sandboxes. And there are a few sandboxes already in this org. And as you can see, they have a name, and a type. And then some other fields here, the main ones to look for are this type calm. Here, you can see the developer sandboxes that I just talked about, and partial copy that I'm going to talk about next, the partial copy can be refreshed every five days. And that includes a sample production data, up to 10,000 parent records and related child records, or five gigabytes of data total. This sandbox does require a sandbox template. And the template really allows you to pick which objects you want to include. So when the Sandbox is created, it pulls down that data from production. This type of sandbox is where you have that sample data from the production environment. So you can do specific tests with that data without modifying or messing up any data in production. And the last type of sandbox that is not in this org is a full copy. A full copy is pretty much just like it sounds, it's a full copy of the production environment. It can only be refreshed every 29 days, basically that's used for quality assurance or user acceptance testing. At the very end of development lifecycle, before you would would submit those changes to production. You can see here, there's a lot of developer licenses available. So you can make a lot of developer sandboxes partial copy at showing zero available because one is in use. It's this partial rate here. And no full or developer pro sandboxes are available in this edition. Of course you can contact Salesforce to get the developer Pro or full to create a sandbox, you would come into the sandboxes section in the setup. And click the new sandbox button, you would give it a name and create from production. You can create a sandbox from another sandbox. But for this example we'll create from production. And this org The only license I have available as the developer so I could make a new developer sandbox. If I did have a partial copy or full, I would be able to hit next here as well. You didn't notice there are options for APEX classes. If you hover over the little question mark. It'll give you some more detail on that. And that's an apex class that will run after the sandbox activation. Usually I leave this blank and then I would click Create. Sandbox creation can take a while depending on the type of sandbox. A developer sandbox usually is pretty quick to create a partial copy and a full copy take longer since they are pulling down data from production. And as you can see here on the left there are clone links, delete links, refresh links and login links. The the clone link will allow you to clone the sandbox with the same settings, the Delete obviously...
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