Share this article…Regularly refreshing sandboxes is crucial to try out the latest release’s features and to prevent rolling back development work due to a lack of testing in an environment akin to your production org. To ensure a smooth sandbox setup post-refresh, several factors need… Read More …
Here are highlights from article Salesforce Sandbox Refreshes (Essential Documentation) | Salesforce Ben
1. Importance of well-documented procedures and accountability:
– Organize documentation into sections such as Conga, DocuSign, Data, User Setup, and Integrations.
– Assign specific individuals accountable for tasks and establish backup resources.
2. Understanding different types of sandboxes:
– Full, partial, and developer pro sandboxes.
– Effort to refresh sandboxes depends on the type.
– Considerations for dealing with hard-coded IDs in references.
3. Obfuscation or erasure of customer data:
– Compliance reasons for masking customer data.
– Use tools or scripts to mask sensitive data.
– Set email delivery settings to avoid sending emails to customers.
4. Importance of effective documentation for team productivity:
– Lack of comprehensive documentation affects team productivity.
– Mastering the art of effective documentation is crucial.
5. Consideration of timeline expectation for sandbox availability:
– Set a timeline expectation for when the sandbox will be available post-refresh.
– Helps in planning and coordinating development work.
You can read it here: https://sfdc.blog/wBVcf
Source from salesforceben(dot)com