A sandbox is a secure testing space that allows you to experiment without any risk to your real data. With just a few clicks, you can create an exact copy of your data in this isolated environment. This allows you to freely test new configurations or simulate scenarios, while having the assurance that your production data will remain intact and protected.
A sandbox can only be created from a production or free trial environment.
Create a sandbox #
This action can only be performed once. To create a new sandbox or refresh the data, follow the instructions below: Refresh the sandbox.
- In Settings, go to the Sandbox section, then click Create sandbox.
- Choose the desired dataset. Learn more about datasets in this article below.
- Read the warning and confirm by clicking Create.
- Please wait. Once the operation is completed, the page will be refreshed.
Access the sandbox #
When your sandbox is created, all users in your production environment will have access to it.
- Click on your photo at the top right of the screen.
- Both environments are visible. Click on the sandbox.
- The SANDBOX mention at the top left of the screen confirms that you are in your sandbox.
Refresh users #
This action will update the users in your sandbox. The current users in your production environment will be copied to the sandbox. All other data in the sandbox will remain unchanged. This action can only be performed if a sandbox is already created for your environment.
- In Settings, go to the Sandbox section, then click User refresh.
- A confirmation window appears. Click Refresh to confirm.
Refresh the sandbox #
This action empties the current sandbox and fills it with the new chosen dataset. This action can be performed only if a sandbox is already created in your environment.
- In Settings, go to the Sandbox section, then click Full Refresh.
- Choose the desired data set. Learn more about datasets in this article below.
- Read the warning and confirm by clicking Refresh.
- Please wait. Once the operation is completed, the page will be refreshed.
Datasets #
When creating or refreshing your sandbox, you can choose the desired dataset from the following options:
| Current data | Populates your sandbox with all the current data from your production environment. You will then have a clone of your environment. |
| Empty | No data is added to the sandbox, it will be completely empty. |
| PlastiqueABC | Fills your sandbox with demo data. With these, you can test the software or train new users without using your real data. |
Regardless of which option you choose, all users in your environment will be copied and will have access to the sandbox.