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Considerations for Partial Copy sandbox creation and refreshes

Udgivelsesdato: Mar 11, 2024
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A Partial Copy sandbox is like a Developer sandbox plus the data you define in a sandbox template.
 

    Notes:

    • A Partial Copy sandbox contains your production organization’s metadata and selected data that you define in your sandbox template.
     
    • This type of sandbox is best used for quality assurance tasks such as user acceptance testing, integration testing, and training.
     
    Løsning


    Remember: A Partial Copy sandbox requires that you create a sandbox template first, otherwise you will not be able to see the 'Create' button. For steps to create, please review Create or Edit Sandbox Templates.

     

    Partial Copy sandbox contains, by default

     

    • Reports
    • Dashboards
    • Price books
    • Products
    • Apps
    • Documents
    • Customizations under Setup (plus all of your metadata)


    Note: As defined in your sandbox template, Partial Copy sandboxes can also include your production’s standard and custom object records and Attachments up to 5GB and a maximum of 10,000 records per selected object.

     

    Partial Copy sandboxes may not include any or all Portal or Community (external) User records

     
    It's expected for Portal or Community Users to not be copied to Partial Copy sandboxes during refresh for performance concerns. This may result in circumstances where Case or other object records associated with external users cannot be accessed or exhibit layout related issues.

     
    • If a record was created or last modified by a Portal or Community User it may be visible in Lightning Experience but result in "Insufficient Privileges" or "Data Not Available" messages when accessed via the user interface from Salesforce Classic.

     

    • Affected records could be potentially identified by substituting in the affected object's API name for <ObjectAPINameHere> and running the query below in sandbox:

    SELECT Id FROM <ObjectAPINameHere> WHERE LastModifiedBy.UserType = '' OR CreatedBy.UserType =''

     
    • There is no fix currently available for affected records and it's advised to ignore them from affected sandboxes.



    Partial Copy sandbox refresh interval

    If 'Refresh' button is not available in the action column under Setup | Sandboxes, it just implies that the sandbox refresh interval has not elapsed or the sandbox is not yet due for refresh.
     

    •  You can refresh a Partial Copy sandbox every 5 days.

     

    •  A Partial Copy sandbox is smaller than a Full sandbox and has a shorter refresh interval.

     

     


    See Also:



    Salesforce Support YouTube video:

    How to Create a Sandbox Template

    Vidensartikelnummer

    000381868

     
    Indlæser
    Salesforce Help | Article