The purpose of this page is to provide a clear and actionable checklist of the essential steps that must be completed after a Salesforce sandbox refresh. A sandbox refresh resets the environment to match production data, but it can impact certain configurations and user settings. This guide ensures that all necessary actions—such as license reassignment, template validation, and mapping verification—are properly performed to maintain the functionality and integrity of the system. Following these steps will help prevent disruptions and ensure a smooth transition back to normal sandbox operations.
1. Before Refresh
During a sandbox refresh, Salesforce only includes metadata and data based on the configuration defined in the Sandbox Template. This means that any objects or records not explicitly included in the template will not be copied into the refreshed sandbox.
Selecting the appropriate objects within the Sandbox Template before initiating the refresh is essential to ensure proper functionality and environment setup.
Action Required: Please make sure the following objects are selected in the Sandbox Template to retain necessary configurations and test data:
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Custom Field Mappings
Click here to refer to Salesforce documentation on creating or editing the Sandbox Template.
2. Verify or Reconfigure Custom Field Mappings
✅ If Step #1 was completed successfully: Proceed to Step 2.1.
❗ If Step #1 was not completed or there were issues: Skip to Step 2.2 to resolve outstanding items.
2.1 Verify Data and Mappings
✅ 2.1.1 Custom Field Mappings
Go to Custom Field Mappings and confirm that all mappings are available.
✅ 2.1.2 Quickbooks Sync Test
Run a test case to ensure Quickbooks Invoice/Customer/Product are synced/uploaded accurately using the restored mappings.
2.2 Reconfigure the Mappings
Please follow Step 5 in the below document.
https://cloudmaven.atlassian.net/wiki/external/ZWEzMWFlOTM1YmI3NDdmOTlmZjJhMzBlMWJlOWE4Mjg
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