#Perform Sandbox Seeding

AvePoint Cloud Backup for Salesforce® allows you to create templates to define the objects you want to seed and run sandbox seeding jobs to seed the data of the objects to your sandbox organization. The Sandbox Seeding feature is only available to users in groups that have the Sandbox seeding permission.

Before the actual sandbox seeding, you can run a pre-seeding and review job recommendations in the Job Monitor. This enables you to adjust settings as needed, ensuring a smoother and error-free process.

To perform sandbox seeding, complete the following steps:

1. Click Sandbox seeding in the left navigation.

2. Click Create template to create a template.

When you first access the sandbox seeding function, click Start now to create a template.

3. Complete the general information for the template you are about to create:

• Name – Enter a name for the template.

• Description – Enter an optional description for future reference.

• Source organization – Select an organization from the drop-down list to define where you want to seed the data from.

• Destination organization – Select an organization from the drop-down list to define where you want to seed the data.

• Configure user mapping – Turn on/off the toggle to define if you want to configure using mapping for the template. If you turn on the toggle, take the following actions according to different conditions:

  • If the destination organization you selected is a production organization, select a user mapping profile from the drop-down list. You can click View to view the details of the user mapping profile. You can also click the Create new option in the drop-down list to go to the user mapping page and create a new user mapping profile. For details about user mapping, refer to User Mapping.

  • If the destination organization you selected is a sandbox organization, you can take the following actions:

    • Use the original user information in the destination organization – Once enabled, users in the destination organization will be generated based on the source organization's user data during the initial template setup. User licenses will be allocated to the generated users.

    • In the Indicate the desired suffix for the username to be generated in the destination organization text box, you can enter a suffix for the username to be generated in the destination organization to prevent any issues with duplicate usernames. For instance, if the original username is user1@example.com and the suffix "test" is added, it will appear as user1@example.com.test in the destination organization.

    • Select a user mapping profile – Select a user mapping profile from the drop-down list. You can click View to view the details of the user mapping profile. You can also click the Create new option in the drop-down list to go to the user mapping page and create a new user mapping profile. For details about user mapping, refer to User Mapping.

4. Click Next to select the data scope.

5. Click Add object. In the Add object panel, select an object you want to include in the template.

• To seed all backup records of the selected object, select All backup records.

• To filter records by the backup date, select Filter by backup date range and enter a positive integer to only include records backed up within specific days.

• To seed the records recently generated in the backup data, select the Select the count of backup records option, and then enter a number.

• To import multiple records from a CSV/ZIP file, select the Import record IDs/names of the backup records by a CSV/ZIP file. You can click Download CSV template to download the CSV template file for configuring record information. Click Upload to import a CSV file with record information configured or a ZIP file that contains multiple CSV files.

Click Add to add the object.

In the object list, you can hover your mouse over an object, click the More commands button, and select Edit or Delete to edit or delete the added object.

When editing an object, you can click Add condition and follow the steps to add field-level conditions to filter the records for seeding:

1. Select a field of the object and then select an operator.

2. Enter a value for the filter.

3. Click the Add icon next to the condition and repeat the steps above to add more conditions.

4. You can configure conditions using And or Or. With And, all conditions must be met; with Or, any one of the conditions can be met.

5. Click Save to apply the conditions. Objects filtered by field-level conditions will be marked as field-level filtered in the Data scope column.

6. Click Next to configure related data.

7. In the Configure related data step, turn on/off the Seed parent and child object records toggle to define if you want to restore parent and child object records. If you turn on the toggle, the objects you selected will be displayed as Base objects below. You can click any object to add its parent or child objects. Subsequently, you can also click the parent or child objects to add grandparent or grandchild objects. For the restore, you can add up to 10 levels of parent objects and 10 levels of child objects.

8. Click Next to configure the settings for sandbox seeding.

• Seeding methods – Select one of the following seeding methods:

  • Insert – Seed only records that do not already exist in the destination. Existing records in the destination will remain unchanged.

  • Upsert – Seed records that do not already exist in the destination. Existing records in the destination will be replaced with the backup data.

  • Delete and insert – Delete all existing data of the configured objects from the sandbox before seeding. Then, seed new records as configured in the template. You can select to delete only the records of the objects configured in the template or delete the records of the configured objects together with the selected related records in the template.

• Deactivate related triggers, flows, workflow rules, and processes during thesandbox seeding – Turn on/off the toggle to define if you want to deactivate related triggers, flows, workflow rules, and processes when seeding the data. They will be activated when the sandbox seeding job is completed.

• Deactivate related validation rules during the sandbox seeding – Turn on/off the toggle to define if you want to deactivate related validation rules when seeding the data. They will be activated when the sandbox seeding job is completed.

• Anonymize your data in the sandbox seeding job based on the anonymizationprofile – Turn on the toggle if you would like to anonymize the backup data to high fidelity fake data generated by AvePoint Cloud Backup for Salesforce® and seed it to your sandbox organization. When there is no enabled anonymization profile for your organization, you can click the Settings > Profile management link to configure one if you are the Administrator, and then click the Refresh button to load the profile.

9. Click Next to view the configurations of the template on the Overview page. Then you can take the following actions:

• Save – Save the template.

• Back – Go back to the previous page.

• Save and run now – Seed the objects that match your configurations. The Sandbox seeding window appears and you can take the following actions:

  • Pre-seeding – A pre-seeding job will run according to the configurations before the actual restore. When the job is finished, you can review job recommendations in the Job Monitor. This enables you to adjust settings as needed, ensuring a smoother and error-free process.

  • Seeding – The sandbox seeding job will run directly to seed data to the destination organization. After the job has started, you can go to the job monitor to view more job details. For details, refer to Job Monitor.

After you add a template, you can manage the templates of all organizations on the Sandbox seeding page:

• View – Click the template name link to view the details.

• Edit – Hover your mouse over a template, click the More commands button, and select Edit to edit the template.

• Delete – Hover your mouse over a template, click the More commands button, and select Delete to delete the template.

• Configure schedule – Hover your mouse over a template, click the More commands button, and select Configure schedule to configure schedule settings. To enable scheduled seeding, turn on the Enable scheduled seeding toggle and configure the following settings:

  • Start time – Select the start time of the schedule, and the first sandbox seeding on the template will be automatically performed at that start time.

  • Interval – Configure the interval for the scheduled sandbox seeding.

  • Run – Click Run next to a template to run a pre-seeding or actual sandbox seeding job for the organization based on the template. The Sandbox seeding window appears and you can take the following actions:

  • Pre-seeding – A pre-seeding job will run according to the configurations before the actual restore. When the job is finished, you can review job recommendations in the Job Monitor. This enables you to adjust settings as needed, ensuring a smoother and error-free process.

  • Seeding – The sandbox seeding job will run directly to seed data to the destination organization. After the job has started, you can go to the job monitor to view more job details. For details, refer to Job Monitor.