Environment Management and Deployment7% of the exam
Sandboxes, packages and Lifecycle Center
How to pick and manage sandboxes (types, licences, refresh intervals, templates, clones, seeding data into Developer sandboxes, post-copy scripts, logins and the two sandbox permissions), when an unmanaged or managed package fits instead of a change set, and what a managed upgrade does not change.
Describe the options available to move metadata between environments (change sets, sandboxes, and AppExchange - managed/unmanaged).
~8 min read · 11 practice questions ·
What the exam expects
- Choose a change set, sandbox clone, unmanaged package or managed package for a move between orgs.
- Pick a sandbox type and shorten a copy with templates and copy options.
- Get test records into a Developer or Developer Pro sandbox without a change set.
- Predict what cloning, refreshing and activating do, and automate post-copy work.
- Grant the right sandbox permission and explain sandbox logins.
- Explain what a managed package upgrade leaves to the admin.
Key terms: sandbox template (object data copied into Partial Copy or Full); clone (a sandbox copied from another sandbox); SandboxPostCopy (Apex interface run after each create and refresh); unmanaged package (one-time editable drop); managed package (locked, namespaced, upgradeable).
Key facts
Refresh intervals
- Detail
- Developer and Developer Pro 1 day, Partial Copy 5 days, Full 29 days
Data storage
- Detail
- Developer 200 MB, Developer Pro 1 GB, Partial Copy 5 GB, Full same as production
Clone licence
- Detail
- Same licence type as the source; refreshes from the source
Copy speed
- Detail
- Support can't expedite; FIFO queue
Sandbox permissions
- Detail
- Manage Dev Sandboxes (Developer types) or Manage Sandboxes (all)
Seeding a Developer sandbox
- Detail
- Data Loader export, then upsert by external ID
Managed upgrade
- Detail
- API access changes ignored; apply them manually
Sources for this section (7)
- Refresh Your Sandboxhelp.salesforce.com (opens in a new tab)
- Storage Limits by Typehelp.salesforce.com (opens in a new tab)
- Clone a Sandboxhelp.salesforce.com (opens in a new tab)
- Creation and Refresh Timeshelp.salesforce.com (opens in a new tab)
- Sandbox Types and Templateshelp.salesforce.com (opens in a new tab)
- External ID upserthelp.salesforce.com (opens in a new tab)
- Upgrade Your Managed Packagehelp.salesforce.com (opens in a new tab)
- Why can't a cloned Full sandbox be turned into a Developer Pro sandbox at its next refresh?
- When does a Partial Copy sandbox need a template?
- Why should an admin note API access changes when installing a managed package upgrade?
- When would a team choose Lifecycle Center over change sets, and which orgs should a first evaluation connect?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform Administrator II pack
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The pack includes:
- All 29 lessons of the Platform Administrator II guide, with reading progress
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- Inline practice questions and one-click topic practice (11 questions for this lesson)
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