To manage your sandboxes, in Setup, click Sandboxes. Salesforce displays the available sandboxes that you purchased and a list of your sandboxes in use.
Available in: Enterprise, Performance, Unlimited, and Database.com Editions
User Permissions Needed
To view a sandbox:
“View Setup and Configuration”
To create, refresh, activate, and delete sandbox:
“Modify All Data”
Your sandbox information is organized by tabs. You manage your sandboxes from the Sandbox tab.
You can create a new sandbox and manage existing sandboxes.This tab lists each sandbox that was created for your organization. Each entry shows the status of that sandbox environment and the specific actions that you can take on it.
Salesforce deactivates the New Sandbox button when an organization reaches its sandbox limit. If necessary, contact Salesforce to order more sandboxes for your organization.
Administrators can click Login to log in to a sandbox as a user.
Salesforce displays this option only for active sandboxes, and you must be logged in to your organization as an administrator to see the Login button.
Users can log in to the sandbox at https://test.salesforce.com by appending .sandbox_name to their Salesforce usernames. For example, if a username for a production organization is firstname.lastname@example.org, and the sandbox is named “test”, the modified username to log in to the sandbox is email@example.com.
Click Refresh to replace a sandbox with a new copy. Salesforce activates the Refresh button only for sandboxes that are eligible for refreshing. Your existing copy of this sandbox remains available while you wait for the refresh to be completed. The refreshed copy is inactive until you activate it.
Click Activate to activate a refreshed sandbox. Salesforce displays this option only for sandboxes that aren’t activated. You must activate your refreshed sandbox before you can access it.
Activating a refreshed sandbox replaces the current sandbox with the refreshed version and permanently deletes the older version and all data in it. Your production organization and its data aren’t affected.
Click Discard to discard a refreshed sandbox. This action is displayed only for sandboxes that aren’t activated. You can discard a sandbox if you don’t want to use it or if you plan to do another refresh.
Click Edit to change the name or description of the sandbox.
Click Del to remove the sandbox entirely. If you delete a sandbox, you must wait for the sandbox’s refresh interval to expire before you can replace it with another sandbox of the same type.
Deleting a sandbox permanently erases the sandbox and all data in it. Your production organization and its data aren’t affected.
Click a sandbox name to see the sandbox detail page. On the sandbox detail page, you can perform all the preceding actions: Login, Refresh, Activate, Discard, Delete, and Edit.
The status of a sandbox can be one of the following.
The copy engine is determining which object records will be sampled and copied from the production organization. This status is used only by Partial Copysandboxes.
The sandbox is in the queue to be processed by the copy engine. If other sandbox copy requests were made before yours, your sandbox might remain in this state for an extended period of time.
The copy engine has picked up the copy request and is working to build the sandbox.
The copy engine was interrupted while refreshing or creating the sandbox. The copy engine will automatically recover from this state and return to processing. If this status remains unchanged for more than one hour, please contact Salesforce Customer Support.
The copy engine couldn’t recover from multiple events. If your sandbox is in this state, please contact Salesforce Customer Support for specific details and next steps. We are notified automatically of sandboxes in this state and will work to get the sandbox back into the processing state.
The copy engine has finished creating the sandbox and is waiting for you to activate or discard it.
The copy engine is completing the final steps to make your new sandbox available. This status is used after you click Activate.
The copy engine is marking the refreshed sandbox for deletion. This status is used after you click Discard. The current sandbox and your production organization aren’t affected by this process.
The copy engine has completed the creation or refresh process, and the new sandbox has been activated. You can log in to your new sandbox organization.
The copy engine is marking the sandbox environment and all sandbox history for deletion. This status is used after you click Delete. This process doesn’t affect your production organization.
A background process is locking the sandbox, which once it completes prevents you from logging in. See the Locked status for more details.
The sandbox can’t be logged in to. This status is used when you have more sandboxes than your current licenses allow. This can happen if you let some or all of your sandbox licenses expire. While the sandbox is locked, you can’t log in.
If your sandbox is in this state, contact your account manager to restore the expired licenses. You have 60 days to restore the licenses. If the licenses aren’t restored within 60 days, your sandbox is deleted.