Sandbox Setup

Introduction

Use Sandbox orgs to test new features, experiment with configurations, and train users without affecting data in your Production org.

Prerequisites

To setup and manage sandboxes, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

  • Contact your FieldFX by ServiceMax, Inc. account executive for details.

  • System permissions:

    • Manage Sandbox

    • Modify All Data

    • View Setup and Configuration

Creating a Sandbox

  1. Open your email app.

  2. Get all users to log out of FieldFX Back Office and FieldFX Mobile.

  3. Access FieldFX Back Office.

  4. Switch to Salesforce Classic.

  5. Add the Sandbox:

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

    2. Click New Sandbox.

    3. In Name, enter a name for the sandbox.

    4. Click Create or Next under the desired sandbox type.

    5. In Object Data Included, select All.

    6. Click Create.

      The creation process begins and you will receive email confirmation once the Sandbox is ready for use.

  6. Configure deployment settings in Production:

    1. From Setup, enter "deployment" in the Quick Find box, then select Deployment Settings.

    2. Click Continue.

    3. Click Edit next to the sandbox connection.

    4. Select Allow Inbound Changes.

    5. Click Save.

    6. Click Back to Deployment Settings at the top of the page.

    7. Select Allow deployments of components when corresponding Apex jobs are pending or in progress.

    8. Click Save.

Refreshing a Sandbox

When you add or update Production, refresh your Sandbox to update it with the latest features and data.

  1. Open your email app.

  2. Get all users to log out of the Sandbox.

  3. Access FieldFX Back Office.

  4. Switch to Salesforce Classic.

  5. From Setup, enter "sandbox" in the Quick Find box, then select Sandboxes.

  6. Click Refresh next to the Sandbox.

  7. Click Next under the relevant Sandbox type.

  8. Click Create.

    The refresh process begins and you will receive email confirmation once the Sandbox is ready for activation.

  9. Click Activate next to the Sandbox.

    When you activate a refreshed Sandbox:

    • This erases the current configuration and data and replaces it with the latest configuration and data.

    • You cannot revert to the previous version of the Sandbox.

  10. Select I understand the operation I am about to perform.

  11. Click Activate.

    The activation process begins and you will receive email confirmation once the Sandbox is ready for use.