What happens when you refresh a sandbox salesforce


According to the ( Salesforce help) page : Refreshing a sandbox updates the sandbox’s metadata from its source org. If the sandbox is a clone or if it uses a sandbox template, the refresh process updates the org’s data in addition to its metadata.

Refreshing a sandbox updates its metadata from the source org. If the sandbox is a clone or if it uses a sandbox template, the refresh process updates the org’s data and its metadata.


Table of Contents

What is sandbox refreshing in Salesforce?

Refreshing your sandbox can move it to a different Salesforce instance. For example, the sandbox can move from CS40 to CS50. If you’re subscribed to Trust Notifications , check your subscription settings to ensure that you continue to receive updates about unforeseen incidents and planned maintenance that affects your sandbox.

How to deploy from sandbox to production in Salesforce?

In Salesforce, we have a very unique way of deploying from sandbox to production. So that we can deploy the code without any errors in the production org. The deployment process is very easy as well.

What is refreshing of sandbox and how to do it?

Sandbox Refresh. When a refresh request is made, it creates an exact copy of the production. This activity account copies all customizations, configurations, and data from the production account into the sandbox instance. Sandbox accounts can be periodically refreshed from production accounts.

How to populate a Salesforce sandbox?

4 Sandbox Seeding Challenges

  1. Data Relationship Integrity Accurate development and testing hinges on seeding sandboxes with production-like datasets. The most difficult barrier is maintaining parent/child relationships. …
  2. Data Relevancy You cannot fully test when limited to irrelevant data. …
  3. Data Freshness You’ve seeded your sandbox, but then new requirements are identified. …

More items…


What happens to users after sandbox refresh?

A sandbox refresh deletes and recreates the sandbox as a copy of the production org. This process reverses any manual access changes you made. If you created sandbox-only users, then they no longer exist. Other users’ profile and permissions revert to their values in the production org.

When should you refresh a sandbox Salesforce?

Sandbox refreshes will overwrite any development that is in progress on your Sandbox environment, so it is important that any approved development or maintenance tasks on Sandbox are moved to production before it is overwritten. Full Sandbox refresh can only be done once every 29 days.

What is a sandbox refresh?

Refreshing a sandbox means updating your sandbox to match what’s in your production org. More specifically, you’re cloning the configuration and metadata from your production org into an existing or new sandbox org.

Does sandbox refresh delete data?

During the refresh process, all data and configurations from your production environment are copied to your Sandbox environment. After the refresh is completed, all data and configuration that existed on the sandbox environment are deleted and replaced with the data and configuration from your production environment.

Why should you refresh a sandbox?

To ensure your sandbox provides an up-to-date snapshot of the live system, you’ll need to refresh the sandbox. Refreshing will wipe (delete) all data and metadata from the sandbox as it copies the latest configuration from production. Only refresh if you are happy for any changes in your sandbox to be overwritten!

How do I know if my sandbox is refreshed?

If you log into your production org and navigate to Setup > Deploy > Sandboxes , you can see the Completed On value for each sandbox in the list view. This field tells you when the refresh completed.

Can you refresh a sandbox from a sandbox?

From Setup, enter Sandboxes in the Quick Find box, then select Sandboxes. A list of your sandboxes displays. Sandboxes that you can refresh have a Refresh link next to their name. Next to the name of the sandbox you want to refresh, click Refresh.

How often can Salesforce sandboxes be refreshed?

once every 29 daysSALESFORCE SANDBOX REFRESH LIMITS For Full Copy sandboxes, you can refresh once every 29 days. Partial Copy sandboxes contain only a fraction of your production data and so can be refreshed more frequently. Still, it’s not something you can do daily. Partial Copy sandboxes can be refreshed every 5 days.

How do you refresh a full sandbox?

1. Log on to your Production org and go to Salesforce Setup – Sandboxes. There you will see an overview of the Sandboxes that are available to refresh. Choose the Sandbox you want to refresh (if there is more than one Sandbox) and click on Refresh.

How long does a sandbox refresh take Salesforce?

When you refresh or create a new sandbox, the process may complete within a few hours, but can also take several days or more depending on a number of factors: Level of customization including objects and configuration. Organization size, see Monitor Data and Storage Resources. Server load or other refreshes in queue.

What happens when you delete a Salesforce sandbox?

Deleting a sandbox will completely delete your sandbox and all its contents. A sandbox can only be deleted if it’s refresh interval has passed. If you do not see the delete option, you will need to wait until the refresh interval has passed in order to delete the sandbox.

What happens during a Salesforce refresh?

During a refresh, what happens is that Salesforce creates a brand new org that contains all of the objects, fields, page layouts, record types, users, and so on that the source org has so that it is visually identical to the source org. This is referred to as the metadata, or simply the “data about data.”

What is metadata in sandbox?

Here Metadata means the object, fields and other configuration which we have created in the sandbox and after refresh sandbox, we get a fresh copy of production/other sandbox instance. you need to activate the sandbox before you can use the refreshed data.

What is Salesforce Sandbox?

Salesforce sandbox is the test environment for your Salesforce Production organization (or org for short). You can create different types of sandboxes, or different copies of the same type to fulfill different purposes, such as development, integration test, training, or User Acceptance Test (UAT).

What are pre actions in sandbox?

Pre-actions, which take place before the refresh button clicks. Refreshing actions, which take place between the refresh button clicks and the sandbox is ready. Post-actions, which take place after the refresh is completed. sandbox refresh actions.

Do you need to update sandbox after refresh?

Document all sandbox configurations that need to be updated after the refresh. Once the refresh is completed, all current sandbox configurations are lost. So it is important to compile them into a document so we can revert after the refresh is done.

Is Developer Pro the same as Developer Sandbox?

Developer pro sandbox includes the same metadata as the developer sandbox. However, developer pro sandbox has a larger space, 1GB limitation. So it is suitable for development requiring interaction with user data, or integration tests.

Is Salesforce a sandbox refresh?

As you see, the Salesforce full sandbox refresh is a time and energy taking task. Moreover, there is no single Salesforce sandbox refresh checklist fitting all. A lot of planning, exploration, communication, and collaboration are required. But if you treat it carefully you gain invaluable benefits, such as:

How often can you refresh a Salesforce sandbox?

Accordingly, Salesforce places heavy restrictions on how often you can refresh them. For Full Copy sandboxes, you can refresh once every 29 days.

How long does Salesforce Sandbox refresh take?

There is no clear definition for how long it can take, but this Stack Exchange post on Salesforce sandbox refresh times offers some guidance: It may take a week or even more for the Sandbox refresh to complete.

Why is metadata refresh important in Salesforce?

But metadata refreshes are just as important as data refreshes for keeping your development environment in sync with production.

Why don’t people refresh their sandboxes?

CRM Science’s Alex Sutherland recommends using simple Google Calendar reminders to make sure you are doing sandbox refreshes on a regular basis. It takes 2 minutes to setup and will allow you to take better advantage of refreshes for years.

How often do you refresh a partial copy sandbox?

Still, it’s not something you can do daily. Partial Copy sandboxes can be refreshed every 5 days. If you delete a full Full or Partial Copy sandbox you must wait 29 or 5 days to create a new one respectively.

How to make a refreshed sandbox?

To make the refreshed sandbox available simply click “Activate”. Note that all data and metadata will be lost in the sandbox once you do this. There is no way to recover this information unless you are using a tool like Blue Canvas to track your source control.

Is Sandbox B being refreshed?

Sandbox B has been worked on by multiple developers and has not been refreshed in over a year (this may seem extreme but it is actually unfortunately common among Salesforce developers). But metadata refreshes are just as important as data refreshes for keeping your development environment in sync with production.


Sandboxes are one of the most underutilized resources available to any Salesforce development team. Even teams that make good use of sandboxes are prone to forgetting about refreshes. Many Salesforce teams disregard and undervalue sandbox refreshes due to the relatively strict constraints.


It’s simple to refresh a Salesforce sandbox. Go to Setup > Data Management > Sandboxes to get started. A list of all sandboxes can be found here. A “Refresh” link will appear next to sandboxes that are eligible for a refresh. The sandbox’s state will change to “Copying” when you click the Refresh link.


The short answer is as much as possible within Salesforce’s constraints.

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