Salesforce sandboxes are vital for testing new functionalities and releases in an isolated but control environment before you incorporate them in the production org. Before you commence testing on the Sandbox environment, you should take out the time to refresh the metadata of the Sandbox first before you place it inside the production org. However, several companies ignore or even overlook the importance of refreshing the sandbox, and this affects their projects adversely.
Planning the refresh of your sandbox
The following are some tips that you should take into consideration when it comes to planning the refresh of your sandbox-
From the above, it is evident that you need the most precise copy of the live environment so that there are no setbacks or surprises when these changes are deployed.
Work on a plan with your stakeholders
Before you refresh the Sandbox that you work on, you should communicate with the rest of the internal staff and the other vendors for timing the refresh of the sandbox. If you are not careful, the refreshes to the Sandbox might overwrite any code in the development process in its environment. It is prudent for you to ensure that the maintenance tasks and any approved development are first moved into production before being overwritten. Note that when you are using the Full Sandbox, the Salesforce sandbox refresh interval for it is once every 29 days.
Tasks to do after the refresh is complete
After you have completed the refresh of the Salesforce Sandbox, there are some tasks that you still have to complete. Note that the copies of the refresh are the metadata and the data from the production org. So here it is vital for you that the information contains in the sandbox will not affect the integrations or the end-users of the production. Given below are some tasks that you need to doing after the refresh of the Salesforce Sandbox is completed-
Why should you conduct regular refreshes to the Salesforce Sandbox?
When you are using Salesforce Sandboxes, you should never overlook the significance of refreshes at regular intervals. You should know the refresh limits of your sandbox well and ensure that you conduct them regularly. As mentioned above, the Full Sandbox can refresh one time in every 29 days, and so when you are planning the project, you must take the duration of the refresh into account. The Developer and the Developer Pro Sandbox can get refreshed one time every day, whereas the Partial Copy Sandbox can be refreshed once every 5 days.
Effective project planning and seamless migration process
When you are taking the refresh intervals of the Sandbox refreshes into account, you will be able to boost project planning in your small to large organization and ensure that the migration process from one sandbox to another is done smoothly. Moreover, you should note that the refresh duration depends upon the contents of the sandbox. For instance, when you refresh a sandbox, it might take a day to a week to a month. You need to wait for that long for the refresh to be completed. If you delete a sandbox, you need to wait for the refresh interval to be completed before you create a new one.
When you refresh a sandbox, it gets into a queue. This means it will wait for the sandboxes that are ahead of it to get refreshed entirely before it starts. When you hit the refresh button, you will get the status pending. This means that the sandbox is in the queue. When the refresh process starts, you will find that the pending prompt will change into processing. The date of the actual refresh starts when it changes to processing. Experts say to speed up the sandbox refresh duration. You should hit the refresh button after the peak hours so that the sandbox does not wait long in the queue.
However, if the contents of the sandbox are large, you need to be patient and wait till the refresh is over. Once completed, the sandbox remains in the inactive state. You need to reactivate the sandbox so that you can start using it for the development of a software app or program in the organization. So, when it comes to sandbox refreshes, ensure that you keep the above factors in mind to get the desired results with success!
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