Sandbox Refresh

To create this template, follow the steps below:

  1. Log in to your ARM account.

  2. Click on Env. Pro. module.

  3. Click on Create New Template.

  4. Click on the Create Unsupported Metadata Template tab.

  5. Enter the Template Name and a short Description.

  6. Select the Sandbox Refresh checkbox, then click on Add.

  7. On the next screen, a Test Case Name appears by default. To refresh multiple sandboxes, enter the custom test data, click Add, then enter a name.

  8. In ARM, enter the same name in the Sandbox Name field as the name in the Sandbox Information section of the production org. Provide the source name from the same production org in the Source Sandbox.

Refer to the following Salesforce screens to update the details under Deploy>Sandboxes, click Refresh for the Sandbox to view the Sandbox Information section.

  1. To refresh a sandbox, select Production Org in the Source Sandbox field. Or, to clone an existing sandbox, select the name of the sandbox as selected in the Create From dropdown in the Sandbox Information section.

  2. Click Save to save this page.

  3. Next, click Save to save the template.

  4. Once the template is created successfully, you'll be redirected to the Environment Provisioning History screen.

  5. Click on the Run button to run the current template on your destination org.

  6. From the dropdown, select the Production Org in which the selected Sandbox exists. Note: Production must be registered in AutoRABIT.

  7. Enter the email address(es) to receive an email notification when the template is run.

  8. In the Post Deployment Steps, select the test cases you recently created.

  9. For a detailed summary report of the operation carried out, see the View History page.

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