Customization and Data Changes

Customizations and data changes in your production org aren’t reflected in your sandboxes.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Database.com Editions
User Permissions Needed
To view a sandbox: View Setup and Configuration
To create, refresh, activate, and delete a sandbox: Manage Dev Sandboxes (Developer or Developer Pro only) or Manage Sandboxes (all sandbox types)
  • To incorporate the most recent customizations made to your org, create or refresh a sandbox.
  • You can only add, edit, or delete Apex using the Salesforce user interface in a Developer Edition or sandbox org. In a Salesforce production org, you can only change Apex by using the compileAndTestAPI() call.
  • If your sandbox is the same version as Salesforce AppExchange, you can:
    • Install and deploy apps from Salesforce AppExchange in your sandbox.
    • Publish apps from your sandbox to Salesforce AppExchange.

      Publishing managed packages from a Lightning Platform Sandbox is not advised, as refreshing or deleting the sandbox prevents any revisions to that managed package.

    The version of your sandboxes can differ from Salesforce AppExchange around the time of a Salesforce release. Check the logo in the upper left corner of your sandbox home page for version information.

  • If your org uses quote templates and you create a Developer Pro sandbox, you can’t open templates that contain Text/Image fields for editing within the sandbox.
  • If your production org uses an image in quote templates or service reports and you copy the org to your sandbox, the image path isn’t correct and the image appears as a broken link. To display the image, reinsert it from the correct location on your sandbox.
  • If your production org uses an image in a knowledge article and you copy the org to your sandbox, the image path isn’t correct and the image appears as a broken link. To display the image, reinsert it from the correct location on your sandbox, which is only possible for draft articles as archived or published articles can’t be edited.
  • Big Object records aren’t copied to a sandbox. The sandbox contains the Big Object definition, but none of the records associated with the Big Object.