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How Do I Configure Full Sandbox in Salesforce

When a sandbox is created, the metadata is copied by Salesforce from the production org to the sandbox org.

Creating a Full Sandbox

  1. Click Setup, then in the Quick Find textbox, type in Sandboxes. Choose Sandboxes.
  2. Select New Sandbox.
  3. Type in a name (should be 10 characters or less). Enter a description for the new sandbox.

Naming recommendations:

  • Defines the sandbox’s purpose, e.g. HR, QA, etc.
  • The fewer the characters, the better since this will be appended to the usernames in the user records. Shorter login names are easier to remember and type in.
  1. Select Full Sandbox as the sandbox type

Full Sandboxes are used as testing environments because it’s the only sandbox type that supports load testing, staging, and performance tests.

Choose the data you want to include in your Full Sandbox. Click Next, then choose how much data you intend to include.

  1. If you need to run a script after the creation and refresh of the sandbox, select the Apex class that was created previously using the SandboxPostCopy interface.
  2. Click Create to start creating the Full Sandbox.

The sandbox copy process uses a lot of resources so it’s recommended that changes in the production org should be limited.

Depending on your org’s type or size, the process of creating a Full Sandbox may take from a few minutes to a few days.

When the Full Sandbox has been created and ready for use, a notification email will be sent to you. Click on the notification email to access your new sandbox.

Configuring the Sandbox

  • Choose existing sandbox templates if you want to use template-based data.

If all data should be included in your Full Sandbox, decide whether you should copy Chatter data, or field history tracking data. You should also decide how much data from each category should be included.

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