Sandbox templates
Key Takeaway
A sandbox template decides which object data Salesforce copies into a Partial Copy or Full sandbox.
A sandbox template is a saved list of objects. When you create or refresh a Partial Copy or Full sandbox, Salesforce copies the data of those objects into it. A template lets you control the size and content of a sandbox, so a test or training environment holds only the data it needs instead of everything in production.
Which sandboxes work with templates
Sandbox templates work only with Full and Partial Copy sandboxes, not with Developer or Developer Pro sandboxes. In a template, you pick the object data to copy, from both standard and custom objects.
Partial Copy and Full sandboxes differ in what they include and in how you choose their data when you create or refresh them.
| Partial Copy sandbox | Full sandbox | |
|---|---|---|
| What it includes | A copy of your production org's configuration (metadata) and a sample of production data as defined by a sandbox template | A replica of production, including all data (such as object records and attachments) and metadata |
| How you choose its data | Click "Next" and select the template that specifies its data | Use the "Object Data Included" field: "All" copies all production data, and "Template-based" applies an existing sandbox template |