Create or Edit Sandbox Templates
Sandbox templates control which data is copied into a Partial Copy or Full sandbox.
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 Partial Copy or Full sandbox: | Manage Sandboxes |
Sandbox templates allow you to pick specific objects and data to copy to your Full or Partial Copy sandbox to control the size and content of each sandbox. Sandbox templates are only available for use with Full or Partial Copy sandboxes.
When you create a sandbox template, you select the object data (standard and custom) to copy during the creation or refresh of a sandbox.
The sandbox template editor understands the relationships that are defined in your Salesforce org object schema. Some objects are included even before you’ve selected anything because they’re required in any org. As you select objects to copy, the editor ensures that the associated required objects are added. To see which related objects are required by an object, select it in the Object table. Required objects are displayed in the Required Objects column.
As you change the schema of the objects in your org, Salesforce updates the template by adding or subtracting related required objects. For example, if Object A is a master of Object B, and you add Object B to a template, Salesforce requires Object A in the template and adds Object A.
- From Setup, enter Sandboxes in the Quick Find box, select Sandboxes, then click the Sandbox Templates tab.
- Click New Sandbox Template or click Edit next to an existing template you want to modify.
- Enter a name and description for the sandbox template.
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To add objects to the template, select the checkbox for each object you want
from the available Objects list.
The Object Details section shows you the objects to be added automatically with the one you’ve selected.
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To remove objects from the template, deselect the checkbox for the object in
the available Objects list.
If you remove an object you previously selected, dependent objects you didn’t explicitly select are removed. If you attempt to remove an object with dependent objects, you receive a warning requesting a confirmation of the removal. After you confirm your choice, those objects are also removed.
- Click Save.
To understand how to use a Sandbox template during sandbox creation or refresh, see Create a Sandbox.
To understand how a Sandbox template is used by the sandbox copy engine to create a Full or Partial Copy sandbox, see Sandbox Licenses and Storage Limits by Type.
