You create a sandbox template once in Setup, then apply it whenever you create or refresh a Partial Copy or Full sandbox. The steps below assume you have the Modify All Data permission and available sandbox licenses.
- Open the Sandbox Templates tab
From Setup, enter Sandboxes in Quick Find and select Sandboxes, then open the Sandbox Templates tab. Click New Sandbox Template to start a fresh definition.
- Name the template and pick objects
Give the template a clear name and optional description. In the object list, check each object whose records you want copied. Salesforce auto-selects related objects needed to keep the data valid.
- Save and review the selection
Save the template. Revisit the object list to confirm you included supporting objects (products behind orders, accounts behind cases) so flows and validation rules have the data they expect.
- Apply it to a sandbox
When creating a Partial Copy sandbox, select this template on the data step. For a Full sandbox, set Object Data Included to Template-based and choose it. The template applies at copy and on every refresh.
A unique label for the template. Choose something that signals its purpose, such as Sales-UAT-Data, so teammates pick the right one.
The checklist of objects whose records get copied. Each selected object copies up to 10,000 records in a Partial Copy, plus related child records.
On a Full sandbox, choose All for every record or Template-based to apply this template and copy only the selected objects' data.
- A Partial Copy sandbox will not show a Create button until at least one template exists.
- Objects added to your org after the template was built are not copied until you edit the template to include them.
- Editing a template changes what the next refresh copies, which can surprise people who forgot they touched it.
- Record counts rarely match your picks exactly, because related parent and child records are pulled in automatically.