{"id":494,"date":"2020-10-12T00:00:00","date_gmt":"2020-10-12T00:00:00","guid":{"rendered":"http:\/\/tugelapeople.jpentland.office.conscious.co.uk\/blog\/news\/refreshing-a-sandbox\/"},"modified":"2023-10-31T15:15:21","modified_gmt":"2023-10-31T15:15:21","slug":"refreshing-a-sandbox","status":"publish","type":"post","link":"https:\/\/tugelapeople.com\/de\/blog\/refreshing-a-sandbox\/","title":{"rendered":"Refreshing a sandbox"},"content":{"rendered":"\r\n<ol type=\"1\">\r\n<li>From Setup, enter\u00a0Sandboxes\u00a0in the\u00a0Quick Find\u00a0box, then select\u00a0<strong>Sandboxes<\/strong>.<\/li>\r\n<li>A list of your sandboxes displays. Sandboxes that you can refresh have a Refresh link next to their name.<\/li>\r\n<li>Next to the name, click\u00a0<strong>Refresh<\/strong>.<\/li>\r\n<li>Review the Name, Description, and Create From values, and edit these values if needed.<\/li>\r\n<li>Select the type of sandbox environment you want.<\/li>\r\n<li>A table shows the number and type of sandbox licenses available in your org. Click &#8220;Next&#8221; under the Full option<\/li>\r\n<li>Select the data you want to copy (typically all). Click Next<\/li>\r\n<li>If you want to activate your sandbox immediately after you refresh it, select\u00a0<strong>Auto Activate<\/strong>. In this case, you don&#8217;t receive an activation email.<\/li>\r\n<li>Click\u00a0<strong>Create<\/strong>.<\/li>\r\n<li>Salesforce starts copying data to the sandbox.<\/li>\r\n<li>If you didn&#8217;t select\u00a0<strong>Auto Activate<\/strong>\u00a0while refreshing your sandbox, Salesforce sends you an email when your sandbox is ready to activate.<\/li>\r\n<\/ol>\r\n<h2><strong>Logging into the Sandbox when it&#8217;s activated<\/strong><\/h2>\r\n<p><strong>URL<\/strong>: <a href=\"https:\/\/test.salesforce.com\">https:\/\/test.salesforce.com<\/a><\/p>\r\n<p><strong>Username:<\/strong> this is your standard username followed by the name of your sandbox. So, for example <a href=\"mailto:test@tugelapeople.com.sandbox\">test@tugelapeople.com.sandbox<\/a><\/p>\r\n<p><strong>Password<\/strong>: this is your usual password<\/p>\r\n<h2><strong>Actions after Sandbox Creation checklist<\/strong><\/h2>\r\n<h3><strong>Here&#8217;s our handy checklist to ensure working in your sandbox is as low risk as possible: \u00a0<\/strong><\/h3>\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Team Member that refreshed the sandbox to unscramble the user email address for other system admin users to enable them to log in<\/li>\r\n<li>Switch system deliverability to &#8220;System Emails only&#8221;<\/li>\r\n<li>Remove all manual email addresses from Action Events<\/li>\r\n<li>Disable workflows email alerts<\/li>\r\n<li>Disable any process builders which send emails to particular users\u00a0<\/li>\r\n<li>Disable the Team Member to user synchronization via Installed Packages<\/li>\r\n<li>Amend the &#8220;Request Prefix&#8221; field for all HCM Form Definitions to reflect the site URL in Setup &gt; Sites<\/li>\r\n<li>Amend the &#8220;Base URL&#8221; field within Installed Packages &gt; Recruit to reflect the site URL in Setup &gt; Sites<\/li>\r\n<li>Amend any links in email templates as these will all direct to the production environment<\/li>\r\n<li>Scramble any personal and work email addresses<\/li>\r\n<li>Switch off any batches within HCM Installed Packages<\/li>\r\n<li>Scramble and candidate emails<\/li>\r\n<li>Remove credentials from payflow services, as well as the automation via the cron command<\/li>\r\n<\/ul>\r\n<p>&nbsp;<\/p>\r\n<p>Refreshing a sandbox is something that Tugela People&#8217;s <a href=\"https:\/\/tugelapeople.com\/services-solutions\/hr-systems\/sage-people\/sage-managed-services\/\" target=\"_blank\" rel=\"noopener\">Managed Services<\/a> can provide support with on a monthly basis.<\/p>\r\n<h2>What Next<\/h2>\r\n<p>To find out more, or for any questions around sandboxes, <a href=\"\/services-solutions\/hris-services\/managed-services\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>click here to get in touch with our Managed Services division<\/strong><\/a>\u00a0or contact us on tel <strong>+44(0)1908 030360<\/strong>\u00a0or email:\u00a0<strong><a href=\"mailto:info@tugelapeople.com\">info@tugelapeople.com<\/a><\/strong>. Alternatively complete the \u2018<a href=\"https:\/\/tugelapeople.com\/contact-us\/make-an-enquiry\/\" data-trigger=\"popup\">Get in touch<\/a>\u2019 form\u00a0and a member of our team will contact you directly.<\/p><!-- \/wp:list --><!-- wp:post-content --><p>A sandbox environment is a copy of the production org and is typically used for developing new functionality, testing and training, without comprising data and processes in the production org.<\/p>\r\n<p>Only full sandboxes support performance testing, load testing and staging, but there are other types of sandboxes available depending on your requirements. Full sandboxes are a replica of the production org, including all data such as object records, data, attachments and configuration.<\/p>\r\n<p>With a sandbox in place, it is possible to transfer configurations from the sandbox to the production environment using change sets, which can often save time re-configuring.<\/p>\r\n<h2><strong>Steps to refreshing a Sandbox<\/strong><\/h2>\r\n<!-- wp:list {\"ordered\":true,\"type\":\"1\"} -->\r\n<ol type=\"1\">\r\n<li>From Setup, enter\u00a0Sandboxes\u00a0in the\u00a0Quick Find\u00a0box, then select\u00a0<strong>Sandboxes<\/strong>.<\/li>\r\n<li>A list of your sandboxes displays. Sandboxes that you can refresh have a Refresh link next to their name.<\/li>\r\n<li>Next to the name, click\u00a0<strong>Refresh<\/strong>.<\/li>\r\n<li>Review the Name, Description, and Create From values, and edit these values if needed.<\/li>\r\n<li>Select the type of sandbox environment you want.<\/li>\r\n<li>A table shows the number and type of sandbox licenses available in your org. Click &#8220;Next&#8221; under the Full option<\/li>\r\n<li>Select the data you want to copy (typically all). Click Next<\/li>\r\n<li>If you want to activate your sandbox immediately after you refresh it, select\u00a0<strong>Auto Activate<\/strong>. In this case, you don&#8217;t receive an activation email.<\/li>\r\n<li>Click\u00a0<strong>Create<\/strong>.<\/li>\r\n<li>Salesforce starts copying data to the sandbox.<\/li>\r\n<li>If you didn&#8217;t select\u00a0<strong>Auto Activate<\/strong>\u00a0while refreshing your sandbox, Salesforce sends you an email when your sandbox is ready to activate.<\/li>\r\n<\/ol>\r\n<h2><strong>Logging into the Sandbox when it&#8217;s activated<\/strong><\/h2>\r\n<p><strong>URL<\/strong>: <a href=\"https:\/\/test.salesforce.com\">https:\/\/test.salesforce.com<\/a><\/p>\r\n<p><strong>Username:<\/strong> this is your standard username followed by the name of your sandbox. So, for example <a href=\"mailto:test@tugelapeople.com.sandbox\">test@tugelapeople.com.sandbox<\/a><\/p>\r\n<p><strong>Password<\/strong>: this is your usual password<\/p>\r\n<h2><strong>Actions after Sandbox Creation checklist<\/strong><\/h2>\r\n<h3><strong>Here&#8217;s our handy checklist to ensure working in your sandbox is as low risk as possible: \u00a0<\/strong><\/h3>\r\n<!-- wp:list -->\r\n<ul>\r\n<li>Team Member that refreshed the sandbox to unscramble the user email address for other system admin users to enable them to log in<\/li>\r\n<li>Switch system deliverability to &#8220;System Emails only&#8221;<\/li>\r\n<li>Remove all manual email addresses from Action Events<\/li>\r\n<li>Disable workflows email alerts<\/li>\r\n<li>Disable any process builders which send emails to particular users\u00a0<\/li>\r\n<li>Disable the Team Member to user synchronization via Installed Packages<\/li>\r\n<li>Amend the &#8220;Request Prefix&#8221; field for all HCM Form Definitions to reflect the site URL in Setup &gt; Sites<\/li>\r\n<li>Amend the &#8220;Base URL&#8221; field within Installed Packages &gt; Recruit to reflect the site URL in Setup &gt; Sites<\/li>\r\n<li>Amend any links in email templates as these will all direct to the production environment<\/li>\r\n<li>Scramble any personal and work email addresses<\/li>\r\n<li>Switch off any batches within HCM Installed Packages<\/li>\r\n<li>Scramble and candidate emails<\/li>\r\n<li>Remove credentials from payflow services, as well as the automation via the cron command<\/li>\r\n<\/ul>\r\n<p>&nbsp;<\/p>\r\n<p>Refreshing a sandbox is something that Tugela People&#8217;s <a href=\"https:\/\/tugelapeople.com\/services-solutions\/hr-systems\/sage-people\/sage-managed-services\/\" target=\"_blank\" rel=\"noopener\">Managed Services<\/a> can provide support with on a monthly basis.<\/p>\r\n<h2>What Next<\/h2>\r\n<p>To find out more, or for any questions around sandboxes, <a href=\"\/services-solutions\/hris-services\/managed-services\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>click here to get in touch with our Managed Services division<\/strong><\/a>\u00a0or contact us on tel <strong>+44(0)1908 030360<\/strong>\u00a0or email:\u00a0<strong><a href=\"mailto:info@tugelapeople.com\">info@tugelapeople.com<\/a><\/strong>. Alternatively complete the \u2018<a href=\"https:\/\/tugelapeople.com\/contact-us\/make-an-enquiry\/\" data-trigger=\"popup\">Get in touch<\/a>\u2019 form\u00a0and a member of our team will contact you directly.<\/p><!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>From Setup, enter\u00a0Sandboxes\u00a0in the\u00a0Quick Find\u00a0box, then select\u00a0Sandboxes. A list of your sandboxes displays. Sandboxes that you can refresh have a Refresh link next to their name. Next to the name,&#8230;<\/p>\n","protected":false},"author":13,"featured_media":4940,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[14],"tags":[136,137],"services":[49,134,135],"class_list":["post-494","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-managedservices-sandbox","tag-salesforce","services-managed-services","services-salesforce","services-sandbox"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Refreshing a sandbox - Tugela People<\/title>\n<meta name=\"description\" content=\"With a sandbox in place, it is possible to transfer configurations to the production environment using change sets. Learn more.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Refreshing a sandbox - Tugela People\" \/>\n<meta property=\"og:description\" content=\"With a sandbox in place, it is possible to transfer configurations to the production environment using change sets. Learn more.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/\" \/>\n<meta property=\"og:site_name\" content=\"Tugela People\" \/>\n<meta property=\"article:published_time\" content=\"2020-10-12T00:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-31T15:15:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/tugelapeople.com\/wp-content\/uploads\/Refreshing-a-Sandbox-min.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"450\" \/>\n\t<meta property=\"og:image:height\" content=\"270\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Greg Guilford\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/\"},\"author\":{\"name\":\"Greg Guilford\",\"@id\":\"https:\/\/tugelapeople.com\/#\/schema\/person\/268865a680250fefd8b3cc9919d81884\"},\"headline\":\"Refreshing a sandbox\",\"datePublished\":\"2020-10-12T00:00:00+00:00\",\"dateModified\":\"2023-10-31T15:15:21+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/\"},\"wordCount\":533,\"image\":{\"@id\":\"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/tugelapeople.com\/wp-content\/uploads\/Refreshing-a-Sandbox-min.jpg\",\"keywords\":[\"#ManagedServices' #Sandbox\",\"#Salesforce\"],\"articleSection\":[\"News\"],\"inLanguage\":\"en-GB\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/\",\"url\":\"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/\",\"name\":\"Refreshing a sandbox - Tugela People\",\"isPartOf\":{\"@id\":\"https:\/\/tugelapeople.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/tugelapeople.com\/wp-content\/uploads\/Refreshing-a-Sandbox-min.jpg\",\"datePublished\":\"2020-10-12T00:00:00+00:00\",\"dateModified\":\"2023-10-31T15:15:21+00:00\",\"description\":\"With a sandbox in place, it is possible to transfer configurations to the production environment using change sets. Learn more.\",\"breadcrumb\":{\"@id\":\"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/#primaryimage\",\"url\":\"https:\/\/tugelapeople.com\/wp-content\/uploads\/Refreshing-a-Sandbox-min.jpg\",\"contentUrl\":\"https:\/\/tugelapeople.com\/wp-content\/uploads\/Refreshing-a-Sandbox-min.jpg\",\"width\":450,\"height\":270,\"caption\":\"Refreshing a Sandbox.\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/tugelapeople.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Refreshing a sandbox\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/tugelapeople.com\/#website\",\"url\":\"https:\/\/tugelapeople.com\/\",\"name\":\"Tugela People\",\"description\":\"\",\"inLanguage\":\"en-GB\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Refreshing a sandbox - Tugela People","description":"With a sandbox in place, it is possible to transfer configurations to the production environment using change sets. Learn more.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/","og_locale":"en_GB","og_type":"article","og_title":"Refreshing a sandbox - Tugela People","og_description":"With a sandbox in place, it is possible to transfer configurations to the production environment using change sets. Learn more.","og_url":"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/","og_site_name":"Tugela People","article_published_time":"2020-10-12T00:00:00+00:00","article_modified_time":"2023-10-31T15:15:21+00:00","og_image":[{"width":450,"height":270,"url":"https:\/\/tugelapeople.com\/wp-content\/uploads\/Refreshing-a-Sandbox-min.jpg","type":"image\/jpeg"}],"author":"Greg Guilford","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/#article","isPartOf":{"@id":"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/"},"author":{"name":"Greg Guilford","@id":"https:\/\/tugelapeople.com\/#\/schema\/person\/268865a680250fefd8b3cc9919d81884"},"headline":"Refreshing a sandbox","datePublished":"2020-10-12T00:00:00+00:00","dateModified":"2023-10-31T15:15:21+00:00","mainEntityOfPage":{"@id":"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/"},"wordCount":533,"image":{"@id":"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/#primaryimage"},"thumbnailUrl":"https:\/\/tugelapeople.com\/wp-content\/uploads\/Refreshing-a-Sandbox-min.jpg","keywords":["#ManagedServices' #Sandbox","#Salesforce"],"articleSection":["News"],"inLanguage":"en-GB"},{"@type":"WebPage","@id":"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/","url":"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/","name":"Refreshing a sandbox - Tugela People","isPartOf":{"@id":"https:\/\/tugelapeople.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/#primaryimage"},"image":{"@id":"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/#primaryimage"},"thumbnailUrl":"https:\/\/tugelapeople.com\/wp-content\/uploads\/Refreshing-a-Sandbox-min.jpg","datePublished":"2020-10-12T00:00:00+00:00","dateModified":"2023-10-31T15:15:21+00:00","description":"With a sandbox in place, it is possible to transfer configurations to the production environment using change sets. Learn more.","breadcrumb":{"@id":"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/#primaryimage","url":"https:\/\/tugelapeople.com\/wp-content\/uploads\/Refreshing-a-Sandbox-min.jpg","contentUrl":"https:\/\/tugelapeople.com\/wp-content\/uploads\/Refreshing-a-Sandbox-min.jpg","width":450,"height":270,"caption":"Refreshing a Sandbox."},{"@type":"BreadcrumbList","@id":"https:\/\/tugelapeople.com\/blog\/refreshing-a-sandbox\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/tugelapeople.com\/"},{"@type":"ListItem","position":2,"name":"Refreshing a sandbox"}]},{"@type":"WebSite","@id":"https:\/\/tugelapeople.com\/#website","url":"https:\/\/tugelapeople.com\/","name":"Tugela People","description":"","inLanguage":"en-GB"}]}},"_links":{"self":[{"href":"https:\/\/tugelapeople.com\/de\/wp-json\/wp\/v2\/posts\/494","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tugelapeople.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tugelapeople.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tugelapeople.com\/de\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/tugelapeople.com\/de\/wp-json\/wp\/v2\/comments?post=494"}],"version-history":[{"count":5,"href":"https:\/\/tugelapeople.com\/de\/wp-json\/wp\/v2\/posts\/494\/revisions"}],"predecessor-version":[{"id":6046,"href":"https:\/\/tugelapeople.com\/de\/wp-json\/wp\/v2\/posts\/494\/revisions\/6046"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tugelapeople.com\/de\/wp-json\/wp\/v2\/media\/4940"}],"wp:attachment":[{"href":"https:\/\/tugelapeople.com\/de\/wp-json\/wp\/v2\/media?parent=494"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tugelapeople.com\/de\/wp-json\/wp\/v2\/categories?post=494"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tugelapeople.com\/de\/wp-json\/wp\/v2\/tags?post=494"},{"taxonomy":"services","embeddable":true,"href":"https:\/\/tugelapeople.com\/de\/wp-json\/wp\/v2\/services?post=494"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}