Using a Full Data Sandbox

A Vault CRM Full Data Sandbox is a complete, isolated replica of your Vault CRM production environment. It includes all configuration, metadata, and application data, enabling teams to develop, test, and train in an environment mirroring production. Customers who want a sandbox version of their production Vault CRM instance can request a Full Data Sandbox. Customers who already have a Full Data Sandbox can refresh it to reset the configuration and data to match production.

Access to the Full Data Sandbox can be controlled via standard Vault security models. Customers can hide sensitive data to meet regulatory and privacy requirements.

The Full Data Sandbox:

• Includes all Vault CRM application data, metadata, configuration settings, and object relationships from production are cloned, offering a true-to-life environment for realistic testing and training
• Functions independently of production to prevent unintended impacts. Changes made in the sandbox do not affect live customer data or workflows.
• Can be refreshed on a defined cadence (for example, monthly or quarterly) to sync with the latest production state
• Can be reset as needed to specific snapshots or initial states

If the production Vault CRM instance is connected to other Vault applications, for example, Vault PromoMats/MedComms or Vault RIM, ensure the Full Data Sandbox is also connected to those applications.

Requesting or Refreshing a Full Data Sandbox

To request or refresh a Full Data Sandbox, submit a support ticket with the following information:

• The customer name and the Vault ID of the production Vault instance to copy
• Whether you want to create a new Full Data Sandbox or refresh an existing Full Data Sandbox

Customers are only allowed one Full Data Sandbox per production Vault instance.

• The name of the Full Data Sandbox you want to create or refresh
• The username of one production user to activate in the Full Data Sandbox when the process is complete

Requesting a Full Data Sandbox is different from the out-of-the-box platform functionality of administering sandbox Vault instances. Using the out-of-the-box functionality to administer a sandbox Vault instance copies the configuration of the production instance, without the data.

Considerations

Before requesting a Full Data Sandbox, customers must be aware of the following considerations and behaviors:

• A Full Data Sandbox cannot be used immediately after creation. The process to create a Full Data Sandbox can take days depending on the number of records in the production Vault instance. Customers must activate the users and ensure the data is set up correctly, for example, managing licenses and integrations.
• For testing and training purposes, customers can either create new users or activate existing users without changing their email addresses. Changing the email address of an existing user causes issues the next time a refresh of the Full Data Sandbox is requested.
• Most records in the Full Data Sandbox do not maintain the same IDs as in production. However, the following features depend on text fields populated with record IDs and may not behave correctly immediately after the Full Data Sandbox is created. To test these features, customers need to data load the records and match the record IDs. Impacted features include:
• Account lists
• Dynamic attributes
• Product metrics
• Account views using product metrics or dynamic attributes
• Documents, attachments, and attachment fields are not copied to the Full Data Sandbox
• Manual sharing for objects with Dynamic Access Control enabled is not available in the Full Data Sandbox