Sandbox Best Practices

define sandbox template to have more control over data sandbox templates allow us to pick specific objects and data to copy to our full or partial copy sandbox to control the size and content of each sandbox sandbox templates are only available for use with full or partial copy sandboxes we can select the object data (standard and custom) to copy during the creation or refresh of a sandbox below are the steps to create sandbox template go to setup > environments > sandbox click the sandbox templates tab click new sandbox template or edit next to an existing template you want to modify enter a name and description for the sandbox template select the checkbox for each object you want from the available objects list click save select this template to specify the data during sandbox refresh use asperato sandbox class while refreshing sandbox from production asperato provides a class that automates data manipulation of asperato connections to make your sandbox environment business ready this class which run scripts after each creation and refreshes for this sandbox while refreshing the sandbox from production to use this class go to setup > sandboxes click on the refresh link for the sandbox you want to refresh click next for the type of sandbox you have selected in the last step add the apex class name as sandbox and click create to finish on sandbox refresh the asperato sandbox class executes a script which will automatically amend the asperato settings from the sandbox amend the asperato settings after creating a sandbox when you create a sandbox from a live production org , salesforce will copy across the metadata, meaning that the live asperato configuration gets ported to the sandbox you need to amend the asperato one custom settings so that you can then create or attach a test asperato one account as an administrator, navigate to setup > custom settings in the list of settings, select asperato one settings use the manage button to show the current settings and click edit remove the content of the customer id field if you have an existing asperato test account that you want to link, enter its configuration id of that account in this field make sure the field is running live is unchecked make sure the field server url contains the value test protectedpayments net click save to finish you can now go to the asperato setup tab and follow the instructions to create a new test account if the screen is asking for an api key then contact support\@asperato com mailto\ support\@asperato com for assistance and include the configuration id optional sandbox apex class (v 2 15) this class prevents live configuration settings from being copied over to sandboxes when ran, the class will delete any content in the asperato one protected settings and modify the content of the asperato one settings so that the field is running live is unchecked, the server url is set to test protectedpayments net, and the field customer id is blanked out