1. From Setup, enter Sandboxes in the QuickFind box, then select Sandboxes.
2. Click New Sandbox.
3. Enter a name (10 characters or fewer) and description for the sandbox.We recommend that you choose a name that:Reflects the purpose of this sandbox, such as QA.Has only a few characters, because Salesforce appends the sandbox name to usernames on user records in the sandbox environment. Names with fewer characters make sandbox logins easier to type.
4. Reflects the purpose of this sandbox, such as QA.
5. Has only a few characters, because Salesforce appends the sandbox name to usernames on user records in the sandbox environment. Names with fewer characters make sandbox logins easier to type.
6. Select the type of sandbox you want. If you don’t see a sandbox option or need licenses for more, contact Salesforceto order sandboxes for your org.If you reduce the number of sandboxes you purchase, you are required to match thenumber of your sandboxes to the number you purchased. For example, if you have two Fullsandboxes but purchased only one, you can’t create a Full sandbox. Instead,convert a Full sandbox to a smaller one, such as a Developer Pro or Developer sandbox,depending on which types you have available.
7. Select the data to include in your Partial Copy or Full sandbox.For a Partial Copy sandbox, click Next, and then select the template you created to specify the data for your sandbox. If you have not created a template for this Partial Copy sandbox, see Create or Edit Sandbox Templates.For a Full sandbox click Next, and then decide how much data to include.To include template-based data for a Full sandbox, select an existing sandboxtemplate. For more information, see Create or Edit Sandbox TemplatesTo include all data in a Full sandbox, choose whether and how much fieldtracking history data to include, and whether to copy Chatter data. You can copy from 0 to 180 days ofhistory, in 30-day increments. The default is 0 days. Chatter data includes feeds, messages, and discovery topics. Decreasing theamount of data you copy can significantly speed sandbox copy time.
8. For a Partial Copy sandbox, click Next, and then select the template you created to specify the data for your sandbox. If you have not created a template for this Partial Copy sandbox, see Create or Edit Sandbox Templates.
9. For a Full sandbox click Next, and then decide how much data to include.To include template-based data for a Full sandbox, select an existing sandboxtemplate. For more information, see Create or Edit Sandbox TemplatesTo include all data in a Full sandbox, choose whether and how much fieldtracking history data to include, and whether to copy Chatter data. You can copy from 0 to 180 days ofhistory, in 30-day increments. The default is 0 days. Chatter data includes feeds, messages, and discovery topics. Decreasing theamount of data you copy can significantly speed sandbox copy time.
10. To include template-based data for a Full sandbox, select an existing sandboxtemplate. For more information, see Create or Edit Sandbox Templates
11. To include all data in a Full sandbox, choose whether and how much fieldtracking history data to include, and whether to copy Chatter data. You can copy from 0 to 180 days ofhistory, in 30-day increments. The default is 0 days. Chatter data includes feeds, messages, and discovery topics. Decreasing theamount of data you copy can significantly speed sandbox copy time.
12. To run scripts after each create and refresh for this sandbox, specify the Apex class you previously created from the SandboxPostCopy interface.
13. Click Create.Tip Try to limit changes in your production org while the sandbox copyproceeds.