A clean sandbox is an environment to develop and test new functionality without impacting customer records or users.
Navigate to Setup > Quick Find and search for "Sandboxes". Once there, select New Sandbox. Enter a name for the sandbox, and choose whether it is a full copy or partial copy. Select the necessary data, templates (if necessary), and options (described below), and click Create.
Click here for the Salesforce documentation on creating a sandbox.
Create a developer sandbox to do development work, such as building applications based on Overcast real-time scenarios, or creating Overcast data synchronization scenarios for scheduled imports. Any kind of development or exploratory work should be done in a developer sandbox.
Sandboxes for functional testing should also be developer sandboxes.
Create a full or partial copy sandbox for performing user integration testing.
If Overcast is installed in the production environment, select all of the Overcast custom objects to be copied into the sandbox.
If Overcast is not installed in the production environment, follow this guide to install and configure Overcast in the sandbox.
Overcast provides an Apex class that performs some package setup work.
In the Sandbox Options screen, which appears after clicking Next, enter into the Apex Class text box overcast.SandboxCloneScript
.
If you already have a class you intend to run use here, add the following code snippet to your class.
void runApexClass(SandboxContext context) {
...
overcast.SandboxCloneScript overcastScript = new overcast.SandboxCloneScript();
overcastScript.runApexClass(context);
}
overcast.SandboxCloneScript performs the following operation:
Follow the post refresh steps here for setting up Overcast after a sandbox has been copied from production.