How to Create a Salesforce Sandbox

A Salesforce Sandbox climate empowers you to test the New Design, Code, and Automation outside of your production (live) instance, it resembles an imitation of your creation occurrence with some or the entirety of your metadata and information relying upon your sandbox type (which we’ll investigate in no time.

What Is a Salesforce Sandbox?

A Salesforce Sandbox is a testing climate that gives a method for duplicating and making metadata from your creation occasion, it is a different climate where you can test with information (Salesforce records) including Accounts, Contacts, and Leads. It is considered best practice to design and test in a sandbox preceding rolling out any live improvements.

That any development doesn’t disrupt your live environment and isn’t rolled out before it’s been thoroughly tested.The information that is accessible to you is subject to the sandbox type. Some sandbox types support or require, a sandbox template.


Metadata is your Salesforce setup information like Fields, Layouts, Profiles, and Automations. Data Storage connects with how much space there is for Salesforce records.
Record Storage characterizes the number of documents (for example reports, pictures, and so on) that can be put away.
A Sandbox Type connects with the different sandbox choices which have various Data Storage and Refresh Intervals.
Refresh Interval characterizes how frequently you can refresh a sandbox from creation.
A Sandbox Template characterizes what Salesforce records are replicated into the new sandbox.

Categories of Sandboxes

There are four types of sandbox, each with its own set of characteristics that make it fit for a specific purpose. Each sandbox type has a few different variables to consider:

  1. How often you can refresh a sandbox to mirror your production instance.
  2. How much information you can store across data storage and file storage.
  3. Whether just metadata or data is copied over.
  4. Which Salesforce editions include which sandbox types.

In fact, there are 4 different Sandbox types and each of them have different levels of functions and features.

Salesforce Marketing Cloud Sandbox | Digital Aquila - Salesforce Marketing Cloud Experts

  1. Developer Sandbox: A Developer Sandbox is the simplest and smallest Sandbox, use this Sandbox for development and testing in an isolated environment. If using a Developer Pro Sandbox, a copy of the organization’s metadata is provided.
  2. Developer Pro Sandbox: A Developer Pro Sandbox can handle larger data-sets than the Regular Developer Box. Use this one for more development and quality assurance tasks as well as integration testing or user training.
  3. Partial Copy Sandbox: A Partial Copy is principally a testing climate. This Sandbox will continue a few records from your creation climate, yet at the same not all. Undertakings, for example, client acknowledgment, combination testing, and quality affirmation are the best purposes here.
  4. Full Sandbox: A Full Sandbox gives you everything. Full sandboxes are a finished reproduction of your creation organization, including all information, for example, object records and connections, and metadata. Just Full sandboxes support execution testing, load testing, and arranging. As the biggest Sandbox, this one isn’t suggested for improvement, yet rather full-scale testing and QA. While utilizing a Full Sandbox it is essential to utilize a sandbox layout, so it just holds back the records that you expect for testing, as well as different tasks.

How to Create a Salesforce Sandbox

  • From Salesforce Setup search for Sandboxes, then select New Sandbox.

  • Put the name and description, select the Type, set the sandbox layout (where relevant), and alternatively decide to run a few scripts that will pursue creation (for instance, to make some test data). Whenever you are done choose to create to begin the process.

How to Update a Salesforce Sandbox

To ensure that your sandbox provides an up-to-date snapshot of the live system, you will need to update the sandbox. The update will clear (delete) all data and metadata from the sandbox as it copies the last production configuration. Only refresh if you are happy for any changes to your sandbox to be overwritten.

  1. From the Salesforce Setup, use Quick Search to search for sandboxes.
  2. Next to the sandbox name, click Refresh to get started, and then follow the wizard.

Only update a Sandbox if it is available for an upgrade. Once a sandbox has been refreshed, if you have not selected it to “automatically activate“, you will receive an email when it is ready.


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