Quick summary
Refreshing a Salesforce sandbox resets it with the latest data and metadata from your production org, making it essential for testing and development cycles. This step-by-step walkthrough shows you exactly how to trigger a sandbox refresh from Salesforce Setup and complete the process using Auto Activate.
Steps
- Navigate to the Setup menu in your Salesforce org.
- In the Quick Find box, enter Sandboxes and select it to view a list of your available sandboxes.
- Locate the sandbox you want to refresh and confirm a Refresh link appears next to it — only eligible sandboxes will show this option.
- Click the Refresh link for your chosen sandbox.
- Scroll to the bottom of the page to find the Next button.
- Click Next to proceed to the configuration step.
- Check the Auto Activate box to automatically activate the sandbox after refresh.
- Leave the Apex Class field empty and click Create to initiate the sandbox refresh process.
