Sandbox Setup Considerations
Sandbox behavior is similar to a Salesforce production org, but important differences affect how you configure and test a sandbox org.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Professional, Enterprise, Performance, Unlimited, and Database.com Editions |
| User Permissions Needed | |
|---|---|
| To view a sandbox: | View Setup and Configuration |
| To create, refresh, activate, and delete a sandbox: | Manage Dev Sandboxes (Developer or Developer Pro only) or Manage Sandboxes (all sandbox types) |
- Servers and IDs
Sandbox and production orgs have unique org IDs. The sandbox copy engine creates an org as part of each creation and refresh request. - Users and Contacts
User information is included in a sandbox copy or refresh for all sandbox types. - Email Deliverability
New and refreshed sandboxes use the System email only setting by default. Sandboxes created before Spring ’13 default to All email. - Configuring Full Sandboxes
When you create or refresh a full sandbox, you can configure it to determine what data is copied. Minimizing the amount of data you include speeds up your sandbox copy. - Sandbox Access Considerations
Review some important considerations about access before you create a sandbox so that sandbox users can make full use of the sandbox environment for development and UAT testing. - Customization and Data Changes
Customizations and data changes in your production org aren’t reflected in your sandboxes. - Multi-Factor Authentication
Sandbox environments aren’t contractually required to use multi-factor authentication (MFA). But we strongly recommend using MFA for sandboxes that include intellectual property, customer data, or other Salesforce production data. To develop a strategy for managing MFA in sandbox environments, review these considerations. - Product and Service Exclusions
Some products and services are enabled in production orgs and disabled by default in sandboxes. Some can be re-enabled, while others cannot. - Other Service Differences
Sandbox behavior is similar to a Salesforce production org, but important differences affect how you configure and test a sandbox org.
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