Pre-Refresh Preparation

Collect Preservation Requirements

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

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• Documents
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• Profiles
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• External client applications
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• Permission Set Groups
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• 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.