In any enterprise-level Salesforce environment, optimizing operations for maximum efficiency is key. As the amount of data and complexity of business processes continues to grow, a partial copy sandbox – also referred to as Partial Data Refresh (PDR) sandbox – is an impactful way to reduce cost and resource burden while streamlining development cycles.

What is a Partial Copy Sandbox?

A partial copy sandbox is a type of organization-level copy of a production environment which includes a fraction of the full production data. It operates as a minimally populated version of the gross production environment with a reduced number of records, often after being filtered using a query from the larger dataset.

This allows organizations to provide an effective development environment for testing with reduced computing overhead, making it particularly beneficial for Salesforce release management, Salesforce data backup and recovery and Salesforce security solutions.

This type of sandbox takes on an increasingly important role in terms of both development and execution speed in advanced Salesforce deployments, as they render the need for unnecessarily large, expensive, and cumbersome full-copy sandboxes obsolete.

How Does a Partial Copy Sandbox Help?

Partial copy sandboxes provide a more cost-effective – and often less time-consuming – alternative to the traditional full copy sandbox. By reducing the amount of data in the sandbox environment, it’s easier to test and deploy customizations and configurations, accelerate development cycles, and increase reliability in the process.

Additionally, a partial copy sandbox helps to contain the cost of deploying a larger Salesforce environment. It also reduces compute costs and the time it takes to move from development to production environments.

These benefits make partial copy sandboxes an important tool for any Salesforce deployment, as they facilitate more active development cycles, reduce the risk of bugs and data errors, and streamline deployment management.

Partial Copy Sandbox Considerations

Given the advantages, it’s important to remember that a partial copy sandbox is not always the right solution for every situation. When using a partial copy sandbox, it’s important to make sure data filtering is appropriate for the current needs. If not, business rules and critical functionality could be neglected when the sandbox environment is populated.

It’s also crucial to ensure sufficient data in the sandbox is retained to adequately represent the enterprise deployment. If the amount of data is reduced too much, there is an increased risk of unseen bugs due to unnoticed dependencies or incomplete object representation.

To ensure maximum optimization of any Salesforce environment with a partial copy sandbox, it’s important to seek out a software provider that specializes in Salesforce release management, Salesforce data backup and recovery and Salesforce security solutions. By partnering with a provider that understands the nuances and complexities of partial copy sandboxes, your organization will be well equipped to take full advantage of this powerful tool.


Salesforce dev ops


Salesforce sandbox

signup for our blog


“Flosum is the best native release management tool that you will fall in love with. I have gained confidence in my role and has given me the ability to view release management from a whole different perspective.”

Faizan Ali

Faizan Ali
Salesforce Consultant at Turnitin