Enhancements to Partial Sandbox creation.. - Ideas - Salesforce Trailblazer Community
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Enhancements to Partial Sandbox creation..

Accounts & Contacts


       Include normal lookup data

       Currently the partial data will only copy records with the required lookup. We need to have the option to include the normal lookup records as well.

       Filter by date where we can get the latest data

       Allow us to specify which records to be copied when refresh by filtering with the date. So we can have all the latest records instead of the old one.

       Add child and grandchild records

       Ability to allow us to include child or grandchild records. Example we have an account. We want all the relationship records related to that account to get copied.

       Filter records by country/region

       Currently partial sandbox will randomly copy any account. It would be great if we can filter which account from which country gets copied.

       Example: 50 records from Japan, 50 records from US and so on.

       Ability to control which records to be copied.

       We can customize on every object, and set which records will be copy from each object.

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