Salesforce provides a sandbox that you can use for testing and demo purposes. You can populate, or "seed," the sandbox with a Commvault backup from your production Salesforce data or another Salesforce sandbox. Data is restored from a local (sync) database.
After you have set up a sandbox, you can make customizable and reusable templates for repeatedly seeding it with the data you need. You can apply a data-masking policy to a template or select one when performing the seeding operation.
Here are some important points to remember about sandbox seeding:
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Seeding is always performed from the latest backup.
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If a masking policy is attached to a template, it will always be used.
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If a masking policy is not attached, any can be used during seeding.
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As of SP32, plain-text SQL WHERE clauses are no longer supported.
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Child objects are limited to 1000 per rule, per driving object.
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The WHERE clause filter is not available when a rule has more than one object during creation.
Procedure
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In Commvault, in your source organization, navigate to the Sandbox seeding tab.
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Click Create new to create a new template.
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Enter a name for the template.
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(Optional) Select a data masking policy.
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For each object that you want to seed, add a corresponding rule. To add the first rule, click Add next to the Objects grid.
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From the object dropdown, select the driving objects for the rule. One, multiple, or all objects can be selected.
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In the next dropdown, select a rule:
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All records: Seed all available records for the object in the latest backup.
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Most recently updated N records: With this option selected, specify the number of records, N.
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Records updated in last N days: With this option selected, specify the number of days, N.
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SQL Where clause: With this option selected, you can build an advanced SQL filter, using a combination of rules and rule groups.
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In the Parent objects to restore field, choose whether to restore all parent objects (recommended) or none.
Important
Including parent objects has the following effects:
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Data integrity is maintained. If parent objects are included and some parents do not exist or some parents have incorrect values, the restore still completes.
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When objects such as User objects are updated, end users receive notifications, which may be undesirable.
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In the Child objects to restore field, choose the child objects to restore.
- To exclude some child objects, select the Exclude children check box. Then, in the Children to exclude box, select the child objects that you want to exclude.
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Click Add rule.
If you added multiple objects, each has its own row. Add more rules as needed.
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Save the template.
Templates can be edited, cloned, or deleted on the Sandbox seeding tab. To seed a template to a sandbox organization, select the action and click Seed action.