Sandbox Seeding Quickstart Guide

This guide walks you through your first Sandbox Seed in 10 minutes. This walk through is also available as a Seeding Product Demo Video

Prerequisites

You'll need two Salesforce orgs and one GRAX deployment with full Backup.

• Source production SFDC org with:

  • Data in SFDC such as many Accounts hierarchies to see

  • A report in SFDC such as GRAX Training Accounts that finds all accounts that have Training in the name

• GRAX Application with full Backups of the Source org

• Target sandbox or production SFDC org with:

  • Schema matching the Source org, but no data as made by SFDC sandbox refresh tooling

Here we will use:

1. Source "Test Drive" org which you can log into the Test Drive org through the Salesforce App Exchange

2. GRAX Test Drive App which you can log into with a quick link

3. Target "Demo Restore" org

Log into the Source Org

First log into the Source org.

Next log into the GRAX Application.

GRAX has a Sandbox Seeding User permission to grant access to perform search and seeding operations, but not access to settings, archive tooling, etc.

Pick a Seed Target

Now go to New Sandbox Seeding and configure a Target org. Either add a Target org by connecting via OAuth, or reuse an existing one.

Here we have a Demo Restore org pre-configured as a target.

Pick a Seed Source

Next configure the data you'd like to see.

Here we will seed from a Salesforce report. In Salesforce, create a report with data you'd like to seed. For example this GRAX Training Accounts Report with all Accounts that have "Training" in the name. All reports with GRAX in the name or in a GRAX folder show up in the GRAX Application.

Then in the GRAX seeding source tool select the Report option and select the Training Accounts Report.

Preview and Run the Seed

Now click through the seeding tool to preview the data hierarchy, record count. Here we see the report includes 3 Accounts and 100s of child Assets, Contacts, Cases, etc.

Continue to click through to execute the seed. After a final confirmation the seeding activity will start and show all the progress, success, or errors.

Review Seed Data

Finally if you log into Target "Demo Restore" org you'll see all the data.

With a few clicks we've taken data from one Salesforce org to another, giving your development team a good dataset in a sandbox to work against.