General

The general section includes account information such as the name and suffix of the sandbox account and the date on which the sandbox is scheduled to expire. It also includes some details about the last time the sandbox account was refreshed, including:

• Last Refresh Copied From: Account that data was copied from for the last refresh.

  Note:

  This field only appears if you are on a Premium, Enterprise, or Ultimate service tier. If you are on the Standard service tier, your source account is always your production account for sandbox refreshes.

• Last Refresh Completed: Date when the most recent refresh of the account was completed.

• Last Refresh Requestor: User who requested the most recent refresh.

• Last Refresh Activated By: User who activated the most recent refresh.

• Snapshot Date: Date and time of the snapshot used for the most recent refresh. (Note that the time is formatted according to the current user’s Time Format preference, set at Home > Set Preferences.)

• Access After Sandbox Refresh: You can choose to provide default account access to all users or only to administrators after the refresh. The selection you make remains in effect for subsequent refreshes unless you change it.

  • All Users: If you select this option, after the refresh you can remove access from users as needed.

    Important:

    Customer Center roles are not copied during sandbox refreshes. Even if you select the option to give all users access after the refresh, users assigned the Customer Center role are excluded from this access. Because of this limitation, customer login functionality does not work in a sandbox account after a refresh, even if it has been working in the production account. If you want to set up this functionality to work in a sandbox account, you can do a CSV import of customer records into the sandbox account, to set passwords and Give Access to True for customer users.

  • Administrators Only: If you select this option, after the refresh you can add access to users as needed.

    Important:

    Only the Administrator role is copied to the sandbox. That is, for a user with multiple roles, only the administrator role for that user is copied to the sandbox.

General Notices