logo1

ZERO

KEYBOARD

Laura Pitkänen

9.8.2019

Salesforce Sandbox: What is It & How to Get Started

What is a Salesforce sandbox? Why do I need one?

The bigger your organization, the more complex your Salesforce setup is likely to be. There could be several automated processes, workflows, different apps, and managed packages installed. In order to keep your Sf trouble-free and running smoothly, these add-ons would have had to be tested in a way that didn’t disrupt the daily use of Salesforce. This testing is done in a sandbox. 

A sandbox is a full or a partial copy of your organization’s Salesforce setup and record data. A safe playground, if you may. The testing you do in your sandbox will not reflect on your production Sf. The risks involved with doing changes in your production environment are so severe that they should not be taken lightly.

What are the different Salesforce sandbox types for?

Currently there are four different sandbox types in Salesforce. They are defined by the types and amount of data copied as well as how often the data can be refreshed.

Developer Sandbox

Includes a copy of your production org’s configuration, but no record data. Use this for development and testing. Can be refreshed once a day.

  • Storage: Data - 200 MB, Files - 200 MB.
  • Refresh: Once a day.
  • Data Copied: Metadata

Developer Pro Sandbox

Like the Developer, but can hold larger data sets. Use this for development and testing. Can be refreshed once a day.

  • Storage: Data - 1 GB, Files - 1 GB.
  • Refresh: Once a day.
  • Data Copied: Metadata

Partial Copy Sandbox

Includes a copy of your production org’s configuration, and parts of your production org’s data. You get to choose which objects to include in the copy. Use this for testing when record data is required. Can be refreshed once in five days.

  • Storage: Data - 5 GB, Files - 5 GB.
  • Refresh: Once every 5 days.
  • Data Copied: Metadata & select data

Full Copy Sandbox

This is a full copy of your production org. It is the only one that supports performance testing, load testing, and staging. Use this for testing purposes only. Can be refreshed only once in 29 days.

  • Storage: Data - Same as Production environment
  • Refresh: Once every 29 days.
  • Data Copied: Metadata & all data

How to create a new Salesforce Sandbox

Go to Salesforce setup, and search for “Sandbox”. If there are no search results, contact Salesforce to get licenses.

  • Click on “New Sandbox”
  • Give it a name, and keep it short, since it will be appended to the user names.
  • Choose the type you need
Zero Keyboard makes data entry into Salesforce fast and easy. It lets users log calls, create leads, scan business cards, collect information, manage tasks, calendar events, and more on the go, even offline, without typing. Zero Keyboard is the perfect companion for Salesforce users. The company has offices in Helsinki and Chicago.
Zero Keyboard Ltd. +358 50 366 6421‬ Unioninkatu 45 A 124 00170 Helsinki Finland

Zero Keyboard Inc.
+1 630 917 8265
222 W. Merchandise Mart Plaza, Suite 1212
Chicago, IL 60654
USA

Copyright ©2019 Zero Keyboard. All rights reserved.
Terms of Service and Privacy Policy.

Zero Keyboard makes data entry into Salesforce fast and easy. It lets users log calls, create leads, scan business cards, collect information, manage tasks, calendar events, and more on the go, even offline, without typing. Zero Keyboard is the perfect companion for Salesforce users. The company has offices in Helsinki and Chicago.

Zero Keyboard Ltd.
+358 50 366 6421
Unioninkatu 45 A 124
00170 Helsinki
Finland

Zero Keyboard Inc.
+1 630 917 8265
222 W. Merchandise Mart Plaza, Suite 1212
Chicago, IL 60654
USA

Copyright ©2019 Zero Keyboard. All rights reserved. Terms of Service and Privacy Policy.