![]() ![]() That way each team can work with a separate sandbox with production-like data without any mixups. Simply create a sandbox with your desired data and metadata and then proceed to only replicate that sandbox. #3 Templating: Sandbox Cloning for a Production-like TemplateĬloning a sandbox is helpful when you need to seed multiple instances of sandboxes and want to skip the considerable wait time of doing so. Limitations: Time-consuming – refreshing a medium-sized sandbox to copy the production data afresh can take a few days. Note that if you didn’t select Auto Activate while refreshing your sandbox, you must activate your sandbox before you can use it. To replicate both the metadata and data afresh, the sandbox has to be a clone or use a sandbox template. Refreshing the sandbox copies the metadata afresh from the source org. #2 Sandbox Refresh to Copy Metadata from Production to Sandbox Another issue is dealing with duplicates that have to be manually removed. You would need to have a thorough understanding of the data schema to fix these relationships. Also, records with complex relationships, such as those with intra-object relationships and multiple parents, are erroneously recreated. After that use that Excel file to populate your sandbox. It is a multi-step process where you first have to export production data to a comma-delimited file (CSV). ![]() The Salesforce Data Loader App is a native Salesforce client application that enables you to export production data. New sandvox templates how to#How to Replicate Salesforce Data? Sandbox Seeding 101 #1 Native Method: Using Data Loader to Copy Data from Production to Sandbox ![]()
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