You create a Partial Copy sandbox from Setup, and it requires an existing sandbox template. Build or pick the template first, then create the sandbox and select it. You need the Manage Sandboxes permission and an available Partial Copy license.
- Open the Sandboxes page
In Setup, enter Sandboxes in the Quick Find box and select Sandboxes. This page lists existing sandboxes and your available licenses by type.
- Create or edit a sandbox template
Go to the Sandbox Templates tab and create a template. Select the objects you want to copy. Salesforce includes their records up to 10,000 each, plus required related records, capped at 5 GB total.
- Start a new Partial Copy sandbox
Back on the Sandboxes page, click New Sandbox. Enter a name and description, then choose Partial Copy as the type.
- Apply the template and create
Select your sandbox template so Salesforce knows which data to sample. Choose any post-copy script if you use one, then click Create. Salesforce queues the copy and emails you when the sandbox is ready.
A unique sandbox name, up to 10 characters. It becomes part of the sandbox login URL, so keep it short and recognizable.
Set this to Partial Copy. The choice is greyed out if no Partial Copy license is available in your org.
The template that defines which objects and records are sampled. A Partial Copy sandbox cannot be created without one.
- Each selected object copies a maximum of 10,000 records, so high-volume objects arrive truncated and your tests see only a sample.
- Total data is capped at 5 GB. A template that selects many large objects can hit the ceiling before it copies everything you wanted.
- You can refresh only once every 5 days, and a refresh wipes anything created inside the sandbox since the last copy.
- Creating a sandbox consumes one Partial Copy license. If all your licenses are in use by other sandboxes, creation is blocked until one frees up.