Feature Request: Add new functionality to allow Portal or Community users to be included in Partial sandbox refresh
Trailblazer Community

Feature Request: Add new functionality to allow Portal or Community users to be included in Partial sandbox refresh

Custom Objects , Sandbox , User Interface

Last updated 2020-03-11 ·Reference W-4276471 ·Reported By 1 users

In Review

Summary
Note: This is currently classified as a Feature Request or work item that is the Salesforce internal equivalent of an Idea on the IdeaExchange. Please consider creating or promoting an Idea for this so that we may see this feature added with a future release.

Existing documentation: Sandbox Setup Considerations
https://help.salesforce.com/articleView?id=data_sandbox_implementation_tips.htm&type=5

States, "The copy process doesn’t copy Contact data to Developer or Developer Pro sandboxes. Therefore, Customer Portal users aren’t copied. However, the copy process does copy the Customer Portal licenses, so you can create Customer Portal users in these sandboxes as needed."

Partial Copy sandboxes are classified as developer sandboxes and it is currently expected for Portal or Community Users not be copied to them.

However, since partial sandboxes may include data that's selected via the template used on refresh, there is the possibility that objects with records that have been created or last modified by external users may be included.

This results in the records existing in the partial copy sandbox without related user details which may cause unexpected record display issues in Lightning or "Data Not Available" or "Insufficient Privileges" messages in Salesforce Classic.

This work items is to track future scoping and potential implementation of a new sandbox copy functionality that would allow required external users to also be included in the copy process to ensure related record's are properly intact and accessible.

Repro
1. As a Portal or Community User, Create a Test record in Production.

2. Create a sandbox template and select to include your test record's corresponding object.

3. Create or refresh a partial copy sandbox using the template.

4. Attempt to access the test record in the newly created partial copy sandbox.


Actual Results: The record may display with unexpected behavior or page layout issues when accessed in Lightning or users may receive a "Data Not Available" or other error messages when the record is viewed in Classic.

Expected Results: There would be a way for the sandbox refresh process to include external users that are referenced in partial copies.

Workaround
None at this time.

It's recommended to either ignore affected records in partial copy sandboxes and/or attempt to delete them.

Reported By (1)

Is it Fixed?

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