How do you handle Sandbox refreshes as part of the SF Development Workflow?

 

1 answer

We refresh our sandboxes occasionally - when we get new feature activations in production, adjustments to config that we find easier to make in prod than to try to deploy via metadata (roles, for example), etc. 

Day-to-day, we keep our individual sandboxes up-to-date by sync'ing down changes backed up from production to the sandbox repositories. When we create a feature branch off the devsb master, we compile/deploy the code to our individual developer sandboxes as soon as we create them. I'll usually do a clean afterwards and check out the difference in SourceTree to see if there's any lingering new metadata from a previous feature release. We also may need to perform some of the manual release steps (like adding new default data) from other teammates' feature development in our sandboxes to keep in line with what's in our deploy pipeline.

Sandbox Setup

We found we had a lot of steps to take to get a fresh sandbox populated with the basic data we need for us to work and tests to pass. We've created a class that helps us out - SandboxSetup - and we run a few methods in there to get our sandboxes into a standard ready-to-go state. 

As part of our releases, we may need to add some default values so we:

  1. Add a new method to SandboxSetup class to populate the desired records/settings
  2. Add instructions to call the new method to the JIRA ticket for the feature under Release Instructions
  3. Optionally Add the new method to the setupDevsandbox methods that we call whenever we activate a fresh sandbox.
Other Ideas...

I met Rocky Assad at Dreamforce and he pointed me to his jar which compares/sync's two orgs: https://github.com/fourq/sf-deploy-and-destroy - looking forward to checking it out more and seeing how we can use it here at Atlassian!

I've also heard of folks that automatically create new sandboxes for each new feature they're developing. We aren't there yet but sounds handy. 

Suggest an answer

Log in or Sign up to answer
How to earn badges on the Atlassian Community

How to earn badges on the Atlassian Community

Badges are a great way to show off community activity, whether you’re a newbie or a Champion.

Learn more
Community showcase
Published Thursday in Marketplace Apps

Tips on how to choose the best estimation method for your planning

Planning and grooming sessions all come with their own sets of rules. Team members meet to estimate stories or other work items, all according to an agreed-upon process. And with every session comes ...

76 views 0 11
Read article

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you