How to Create a Sandbox in the Salesforce

1. From Setup, enter Sandboxes in the Quick Find box, then select Sandboxes.

2. Click New Sandbox.

3. Enter a name (10 characters or fewer) and description for the sandbox.
We recommend that you choose a name that:

  • Reflects the purpose of this sandbox, such as QA.
  • Has only a few characters, because Salesforce appends the sandbox name to usernames on user records in the sandbox environment. Names with fewer characters make sandbox logins easier to type.

4. Select the type of sandbox you want.
If you don’t see a sandbox option or need licenses for more, contact Salesforce to order sandboxes for your org.

If you reduce the number of sandboxes you purchase, you are required to match the number of your sandboxes to the number you purchased. For example, if you have two Full sandboxes but purchased only one, you can’t create a Full sandbox. Instead, convert a Full sandbox to a smaller one, such as a Developer Pro or Developer sandbox, depending on which types you have available.

5. Select the data to include in your Partial Copy or Full sandbox.

  • For a Partial Copy sandbox, click Next, and then select the template you created to specify the data for your sandbox. If you have not created a template for this Partial Copy sandbox, see Create or Edit Sandbox Templates.
  • For a Full sandbox click Next, and then decide how much data to include.
    • To include template-based data for a Full sandbox, select an existing sandbox template. For more information, see Create or Edit Sandbox Templates
    • To include all data in a Full sandbox, choose whether and how much field tracking history data to include, and whether to copy Chatter data. Chatter data includes feeds, messages, and topics and is used in many components that affect your sandbox copy. Decreasing the amount of data you copy can significantly speed sandbox copy time.

6. To run scripts after each create and refresh for this sandbox, specify the Apex class you previously created from the SandboxPostCopy interface.

7. Click Create.

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