Seeding a Salesforce Sandbox

Salesforce provides a sandbox that you can use for testing and demo purposes. You can populate (seed) the sandbox with a Commvault backup from your production Salesforce data or another Salesforce sandbox. Data is restored from a local (sync) database.

Perform granular or bulk seeding by configuring rules or templates that specify the objects that you want to seed and the object records to use for the seeding. If you want to seed multiple objects that are not related, these objects need to be included in the seeding template. The seeding templates will be saved for immediate or future use, consistent reseeding of development or training sandboxes, or to be edited to create new templates.

You can specify any of the following records:

• All records

• Records that are returned from a user-defined SQL query

• Records that have been backed up in the last N number of days

• The most recently backed up N records

To maintain data integrity, all parent records are automatically restored for the objects that are part of the restore. You can exclude parent records, but if some parents do not exist or if some parents have incorrect values, the restore operation will not complete. To exclude parent records, on the access node, set the sIncludeParent additional setting.

Before You Begin

Verify that the Salesforce user who performs the restores has the following permissions:

• A System Administrator profile or an equivalent profile

• Read/write/modify access to the objects involved

Procedure

1. You can perform a restore on the Apps page, or the job details page.

   • Apps page: From the navigation page, expand Solutions > Applications > Cloud Apps, and then in the Restore column for the Salesforce app, clickRestore.

   • Job details: From the navigation pane, click Jobs > job ID, in the Job summary area, click Restore.

     The Restore or Select restore type page appears.

2. If you have more than 1 instance for the app,then in the Restore dialog box, expand the instances, and then select the data that you want to restore, and then click Select Content.

   The Select restore type page appears.

3. Select Sandbox seeding.

   The Sandbox seeding page appears.

4. To determine which objects are used for seeding the Salesforce sandbox, create the seeding rules:

   1. From the Object list, select the object that you want to seed.

   2. Click Pick/rule/enter query.

      The Add rule dialog box appears.

   3. In the Selection criteria area, choose the records that the software adds in the sandbox.

   4. To include dependent objects, from the Restore dependent objects list, select the children to include.

   5. If you included dependent objects, but need to exclude some child objects, select the Exclude children check box, and then in the Children to exclude box, select the dependent objects that you want to exclude.

   6. Optional: To view the records, click Preview.

   7. Click OK.

   8. Create rules for all the objects that you want to seed the database with.

5. Click Restore.

   The Restore options dialog box appears.

6. Under Destination details, provide the destination information.

   1. From the Destination server list, select the server that hosts the Salesforce destination instance.

   2. From the Destination instance list, select the Salesforce instance.

7. To disable the Salesforce triggers and rules, select the Disable triggers and rules check box.

   After the restore is complete, the Commvault software automatically activates the workflows and triggers.

8. Click Submit.

Result

After the operation completes, the destination sandbox contains the records that meet the rules that you configured.