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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 configuration...
Post-Refresh
Follow Post-Refresh Video Tutorial Sandbox Activation Tasks 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. Additionally, please ensure these flow...
During Refresh
Create Public Group Create a public group that includes all organization members. 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. Verify SSO Configuration En...