---
schema_version: "1"
id: 46b4be34866a8dd179d2d74571c0dcaba5ed8480d32ceeacb8973e48190a124e
title: Create or Edit Sandbox Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/data_sandbox_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.data_sandbox_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6a9b84b170e331afd474910b064a31623768fd38be205a85e073d7ef1fc140fb
description: Sandbox templates control which data is copied into a Partial Copy or Full sandbox.
products:
  - Salesforce Platform
release: "264"
---
# Create or Edit Sandbox Templates

Sandbox templates control which data is copied into a Partial Copy or Full sandbox.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Database.com</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d17589e75">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d17589e75 ">To view a sandbox:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17589e75 ">View Setup and Configuration</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d17589e75 ">To create, refresh, activate, and delete a Partial Copy or Full
              sandbox:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17589e75 ">Manage Sandboxes</td>

          </tr>
        </tbody>
      </table>

Sandbox templates allow you to pick specific objects and data to copy to your 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.

When you create a sandbox template, you select the object data (standard and custom) to copy during the creation or refresh of a sandbox.

The sandbox template editor understands the relationships that are defined in your Salesforce org object schema. Some objects are included even before you’ve selected anything because they’re required in any org. As you select objects to copy, the editor ensures that the associated required objects are added. To see which related objects are required by an object, select it in the **Object** table. Required objects are displayed in the **Required Objects** column.

As you change the schema of the objects in your org, Salesforce updates the template by adding or subtracting related required objects. For example, if Object A is a master of Object B, and you add Object B to a template, Salesforce requires Object A in the template and adds Object A.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-deploy_sandboxes-264-0-0-production-enus/654e51d1-6795-49fe-bd43-b5385950cf4a/images/icon_note.png)

Note Full and Partial Copy sandboxes can support asset files along with other content entities. Make sure to select **Content Body** in the template.

1. From Setup, enter Sandboxes in the Quick Find box, select **Sandboxes**, then click the **Sandbox Templates** tab.
2. Click **New Sandbox Template** or click **Edit** next to an existing template you want to modify.
3. Enter a name and description for the sandbox template.
4. To add objects to the template, select the checkbox for each object you want from the available Objects list.
    
    The Object Details section shows you the objects to be added automatically with the one you’ve selected.
5. To remove objects from the template, deselect the checkbox for the object in the available Objects list.
    
    If you remove an object you previously selected, dependent objects you didn’t explicitly select are removed. If you attempt to remove an object with dependent objects, you receive a warning requesting a confirmation of the removal. After you confirm your choice, those objects are also removed.
6. Click **Save**.

To understand how to use a Sandbox template during sandbox creation or refresh, see [Create a Sandbox](https://help.salesforce.com/s/articleView?id=platform.data_sandbox_create.htm&release=264.0.0&type=5 "When you create a sandbox, Salesforce copies the metadata from your production org to a sandbox org. What data gets copied depends on the sandbox type.").

To understand how a Sandbox template is used by the sandbox copy engine to create a Full or Partial Copy sandbox, see [Sandbox Licenses and Storage Limits by Type](https://help.salesforce.com/s/articleView?id=platform.data_sandbox_environments.htm&release=264.0.0&type=5 "A sandbox is a copy of your organization in a separate environment that you can use for a variety of purposes, such as testing and training. Sandboxes are completely isolated from your Salesforce production organization. The operations you perform in your sandboxes don’t affect your Salesforce production organization. You can create different sandbox environments for your org, depending on your needs for storage, copy configuration, and frequency of refresh.").

![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-deploy_sandboxes-264-0-0-production-enus/654e51d1-6795-49fe-bd43-b5385950cf4a/images/icon_warning.png)

Warning If you modify your object schema, your sandbox templates could be altered to include objects that are required by relationships. If you make a change to a required relationship in your object schema, review your sandbox templates to ensure that objects that you expect to be selected are still selected.

#### See Also

- [Create a Sandbox](https://help.salesforce.com/s/articleView?id=platform.data_sandbox_create.htm&release=264.0.0&type=5 "When you create a sandbox, Salesforce copies the metadata from your production org to a sandbox org. What data gets copied depends on the sandbox type.")
- [Sandbox Licenses and Storage Limits by Type](https://help.salesforce.com/s/articleView?id=platform.data_sandbox_environments.htm&release=264.0.0&type=5 "A sandbox is a copy of your organization in a separate environment that you can use for a variety of purposes, such as testing and training. Sandboxes are completely isolated from your Salesforce production organization. The operations you perform in your sandboxes don’t affect your Salesforce production organization. You can create different sandbox environments for your org, depending on your needs for storage, copy configuration, and frequency of refresh.")
- [Sandbox Types and Templates](https://help.salesforce.com/s/articleView?id=platform.create_test_instance.htm&release=264.0.0&type=5 "Sandboxes are isolated from your production org, so operations that you perform in your sandboxes don’t affect your production org.")