# Sandbox

Everything about RAMS sandbox

# Sandbox Refresh

# Pre-Refresh Preparation

#### Collect Preservation Requirements

Notify all stakeholders to provide a comprehensive list of items they want to preserve during the sandbox refresh:

- Documents
- Profiles
- External client applications
- Permission Set Groups
- Any other customizations or configurations

#### Create Inventory Documentation

Create a comprehensive Excel spreadsheet documenting all items collected from stakeholders. This will serve as a reference guide throughout the refresh process and for post-refresh verification.

# During Refresh

#### Create Public Group

Create a public group that includes all organization members.

<p class="callout warning">Users who are not part of the public group will not be able to access the sandbox after refresh. This must be completed before sandbox initialization.</p>

#### Verify SSO Configuration

Ensure that Single Sign-On (SSO) is properly configured before the refresh completes. Verify the following:

- SSO metadata is correctly loaded
- Identity provider (IdP) settings are accurate
- Certificate and endpoint configurations are valid

Contact ITS security if these are not upto date.

# Post-Refresh

#### Follow Post-Refresh Video Tutorial

[Sandbox Activation Tasks](https://urldefense.com/v3/__https://uri0.sharepoint.com/:f:/r/sites/URIFAdvancementRMImplementationProject/Shared*20Documents/Recordings/2026.07.09*20-*20Sandbox*20Activation*20Tasks?csf=1&web=1&e=wPzWVH__;JSUlJSU!!Jh1S!noAEzp9PawzqkuxIlonDwkhYQVl-T9a9Xbg1OtvbqseePl2V4znFkdVrEveN9fhblHh8S3nzD7gGTXo__swTM1hTJTZa%24)

#### Flow Configuration

How to find the flows is a part of the video linked above. The flows in the red box are not necessary to activate. The rest must be activated.

[![AdobeExpressPhotos_afbd4f27537a46479fb24e1ffdf4ed1e_CopyEdited.png](https://bookstack.foundation.uri.edu/uploads/images/gallery/2026-07/scaled-1680-/E6YEwhCFQ1rLbUyN-adobeexpressphotos-afbd4f27537a46479fb24e1ffdf4ed1e-copyedited.png)](https://bookstack.foundation.uri.edu/uploads/images/gallery/2026-07/E6YEwhCFQ1rLbUyN-adobeexpressphotos-afbd4f27537a46479fb24e1ffdf4ed1e-copyedited.png)

Additionally, please ensure these flows are active. They are not part of the managed package.

[![image.png](https://bookstack.foundation.uri.edu/uploads/images/gallery/2026-07/scaled-1680-/vuDDSBR1pBEkir6T-image.png)](https://bookstack.foundation.uri.edu/uploads/images/gallery/2026-07/vuDDSBR1pBEkir6T-image.png)

#### User Access Troubleshooting

If users cannot access the sandbox from their accounts, follow these steps:

1\. Navigate to \*\*Setup &gt; Users\*\*  
2\. Find the user account and click \*\*Unfreeze\*\*  
3\. Remove the \*\*.invalid\*\* suffix from their email address  
4\. Check the \*\*Generate New Password\*\* box  
5\. Click \*\*Save\*\*  
6\. The user will receive an email with instructions to create a new password

#### Install Apsona

Download and install the Apsona application suite, find specific links [here.](https://drive.google.com/file/d/1JnpIISTnD4i4ixINUkUkr97a73TFepK6/view)

<p class="callout info">Consultants recommended installing the Dedupe and Match Add-on. Instructions can be found [here](https://www.apsona.com/docs/help-and-support/dedupe/).</p>

#### Configure Profiles

Configure the following profiles based on their specific requirements:

##### Airflow Connect Profile

 The screenshot below summarizes the system permissions to be enabled for this profile. Refer to the [Connecting Apache Airflow to Salesforce](https://bookstack.foundation.uri.edu/books/summer-internship-program-2026/page/connecting-apache-airflow-to-salesforce) within the Summer Internship Project book for specification details.

[![image.png](https://bookstack.foundation.uri.edu/uploads/images/gallery/2026-07/scaled-1680-/mhBckorvC6EBormw-image.png)](https://bookstack.foundation.uri.edu/uploads/images/gallery/2026-07/mhBckorvC6EBormw-image.png)

##### Apsona Reporter Profile

\*\*Required Connections:\*\*  
\- \[SPECIFY REQUIRED CONNECTIONS HERE\]

#### Recreate Permission Set Groups

Use [this excel spreadsheet](https://docs.google.com/spreadsheets/d/1TEUkCvqEbUHWrdM8WFo_eDivMFpcueE7/edit?usp=sharing&ouid=105877288353716812626&rtpof=true&sd=true) (recommendations of consultants) to recreate the permission groups/