Sandbox TemplatesSandbox TemplatesUnder The Hood

Seth Tager, Salesforce, Lead Member of Technical Staff

John Vogt, Salesforce, Senior Product Manager

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Seth TagerSeth Tager

Lead Member of Technical Staff

@sethtager

Lead Member of Technical Staff

@sethtager

John VogtJohn Vogt

Product Manager, PlatformProduct Manager, Platform

Before we get started…Before we get started…

Why create Sandbox Templates?Why create Sandbox Templates?

Developer Configuration*** Full

Refresh Interval 1 Day 1 Day 29 Days

Includes Setup Configuration

Yes Yes Yes

Copies Data Records

None None All

Sandbox Size10MB

(~5,000 records)500MB

(~250,000 records)Match Production

Sandbox Lineup as of Spring ‘12 Release

*** Configuration is now Developer Pro

Sandbox Use Cases – Our Expectations

Use Case DeveloperConfiguratio

nFull

Build/ Develop ✔ ✔ ✖Quality Assurance ✔ ✔ ✖

Data Load/ Integration Tests ✖ ✔ ✖

Training ✖ ✔ ✖UAT ✖ ✔ ✔

Perf/Load Test ✖ ✖ ✔Staging ✖ ✖ ✔

Sandbox Use Cases – Actual Usage

Use Case DeveloperConfiguratio

nFull

Build/ Develop ✔ ✔ ✖Quality Assurance ✔ ✔ ✔

Data Load/ Integration Tests ✖ ✖ ✔

Training ✖ ✖ ✔UAT ✖ ✖ ✔

Perf/Load Test ✖ ✖ ✔Staging ✖ ✖ ✔

Reliance on Full Sandboxes can Decrease Productivity

• Drag on development agility• Project timelines can suffer• Customer ROI can degrade

• Full sandbox creation/refresh is slow • More full sandbox copies causes delays for all customers

• Post Refresh Tasks are Time Consuming

• Configuration Sandbox is too limited• Customers try to duplicate their on premise environments

How do we increase Productivity with Sandboxes?

• Give the User Control over Sandbox Creation

• Improve Sandbox Copy Performance

• Decrease Refresh Interval

Product Innovation: Sandbox Templates

• More Control Over Data Copied

• Potential to Improve Copy Performance

• Potential to Decrease Post Refresh Tasks

Demonstration:Demonstration:Sandbox Templates with Full SandboxSandbox Templates with Full Sandbox

““Custom All” Copy Strategy ExplainedCustom All” Copy Strategy Explained

Templates with FULL sandbox

• Spidering

• Master/Detail and lookup relationships

• Feature groups

Templates with FULL sandbox

• Spidering master/detail and required lookup relationships

Templates with FULL sandbox

• Spidering master/detail and required lookup relationships

Templates with FULL sandbox

• Spidering master/detail and required lookup relationships

Templates with FULL sandbox

• Feature groups (Predefined for standard objects)

• e.g. Opportunity• OpportunityLineItem

• OpportunityLineItemSchedule

• OpportunityCompetitor

• OpportunityTeamMember

• OpportunityAlert

• OpportunityUpdateReminder

• (OpportunityHistory)

Product Innovation: Data Sampling

10Krecords

Sample up to 10k records per object

Random samples reflect true testing needs to find edge case issues

Demonstration:Demonstration:Sandbox Templates with Partial Copy SandboxSandbox Templates with Partial Copy Sandbox

““Custom Sampled” Copy Strategy ExplainedCustom Sampled” Copy Strategy Explained

Templates with partial copy

• Custom Sampled

• Spidering

• And Sampling

Sampling

• Max rows for all entities

• (Small) Metadata is fully copied

• Cycles not allowed

• Parents first vs children first

• Non-required relationships (e.g. Contact/Acct, Opp/Acct)

• Helper entities (e.g. notes and attachments)

• Handling multiple non-required relationships

Sampling

• Cycles

Sampling: Parents First vs Children First

• Parents First

Sampling: Parents First vs Children First

• Children First

Sampling

• Parents First – Select parents

Sampling

• Parents First – Narrow the field

Sampling

• Parents First – Sample children

Sampling

• Parents First – Copy rows

Sampling

• Non-required relationships

Sampling

• Non-required relationships

Sampling

• Non-required relationships

Sampling

• Non-required relationships

Sampling

• Helper entities

Sampling

• Helper entities

Sampling

• Multiple Non-Required Relationships

Sampling

• Multiple Non-Required Relationships

Sampling

• Multiple Non-Required Relationships

Product Line EvolutionProduct Line Evolution

New Sandbox Lineup & Bundles

Developer Developer Pro Partial Copy*** Full

Refresh Interval 1 Day 1 Day 5 Days 29 Days

Includes Setup Configuration

Yes Yes Yes Yes

Copies Data Records No No Yes Yes

Sandbox Templates/ Sampling

No & No No & NoYes & Yes (10,000

records/object)Yes & No (Full Data /

Object)

Bundled Developer Sandboxes

None 5 10 15

Sandbox Size 200MB1GB

(~500K records)5GB

(2.5M records)Match production

***New Product Available in Winter ‘14

Sandbox Use Cases

Use Case DeveloperDeveloper

ProPartial Data Full

Build / Develop ✔ ✔ ✔ ✖Quality Assurance ✔ ✔ ✔ ✖

Data Load / Integration Tests ✖ ✔ ✔ ✔

Training ✖ ✔ ✔ ✔UAT ✖ ✖ ✔ ✔

Performance / Load Test ✖ ✖ ✖ ✔Staging ✖ ✖ ✖ ✔

Top Feature Requests & Roadmap

• Partial Copy

• Criteria Based Sampling

• Customer Driven Data Requirements

• Sandbox Copy Service

• New Sandbox Copy Architecture – Pilot

• Multi-Instance Queuing Support

John VogtJohn Vogt

Senior Product Manager

Seth TagerSeth Tager

Lead Member of Tech Staff,@sethtager