Sandboxes and packages

How do you lock out users during a maintenance window?

- Best practice is to create a Maintenance profile with all login hours locked out. - At the beginning of the maintenance window, use data loader to first back up all users and then change all profiles EXCEPT the system administrator's to use the Maintenance profile. If any integrations are going to run, also leave the integration user enabled - Once maintenance is complete, use data loader to reload original profiles to users

What can you do with Workbench?

- Build SOQL and SOSL queries and view results - View object metadata - Modify, delete and purge data - Deploy changes - View Bulk API job status - View Metadata API process status - Make REST calls - Execute Apex code - Change your password

What are the recommended tools to use for migration?

- Change Sets - Force.com Migration Tool

What Salesforce editions allow the creation of managed packages?

- Developer edition - Partner developer edition

What would a Developer Pro sandbox be used for?

- Development/testing in an isolated environment - Larger data set than Developer - Quality assurance - Integration testing - User training

What is the purpose of a post-copy script in a sandbox?

- Make sandbox environment business-ready - Automate data manipulation - Automate business logic tasks

What are some uses for unmanaged packages?

- One-time code distribution and configuration - Code migration between unrelated environments - Distribution to other companies via AppExchange - Open source distribution - send metadata from one prod environment to another within an org - Distribute the package via URL

What changes between a production and sandbox copy?

- Org ID - Possibly the server instance - Usernames modified - sandbox name appended - User emails are modified to prevent auto-generated messages - Federated SAML authentication is disabled, but most configuration information is preserved - Release version might be different

What would a Full sandbox be used for?

- Performance testing - Load testing - Staging

Why should you limit changes in production during sandbox creation or refresh?

- Sandbox copy is a long-running operation that may take hours, days, or even more than a week. - A sandbox is not a point-in-time snapshot of the exact state of your data. - Setup and data changes to your production org during the sandbox creation and refresh operations can result in inconsistencies in your sandbox. - You might detect and correct some inconsistencies in your sandbox after it is created or refreshed.

What are the major differences between managed and unmanaged packages?

- Unmanaged packages allow full access to configuration and code, while managed packages do not - Managed packages can allow upgrades to occur, since the installer can't change the code or configuration - managed packages are typically used to sell Apps, while unmanaged packages are for free distribution - unmanaged packages are not namespaced

What would a Partial Copy sandbox be used for?

- User acceptance testing - Integration testing - Training

During the install of an unmanaged package, which components can be optionally renamed in the event of a conflict?

- reporting snapshot - dashboard - email template - folder - list view - report

What can you do with the Force.com IDE?

- test and debug apex code - run anonymous blocks - Schema Explorer - browse objects, assemble SOQL queries - Synchronize objects to server - Compare Editor - merge changes - Deploy metadata or validate a deployment

What are the 4 types of sandboxes

-Developer -Developer Pro -Partial Copy -Full

Which sandbox types can use sandbox templates?

-Partial Copy -Full

What happens during a sandbox refresh?

-The sandbox is replaced with a fresh copy of the production org - Any access setting that were in the sandbox are removed - Profiles and permissions revert to prod values

How would you give a developer access to a sandbox without granting them access to production?

1. Create the user in production but make them inactive 2. Create the same user in the sandbox and make them active

What is a namespace?

A key string that can be defined which will get prefixed to every component API name in the package Namespaces are only allowed in managed packages

How would you add a permission set to a change set?

Add permission sets as components of a change set

You need to deploy components in a very specific order to ensure dependencies are met. How can you accomplish this through change sets?

Change sets don't guarantee a deployment order. To ensure dependencies are installed first, you should use 2 separate change sets and deploy them in the proper order.

What should you do before refreshing a sandbox?

Deactivate any Salesforce-Salesforce connections, then reactivate them after the refresh.

What are the differences between Developer and Developer Pro sandbox types

Developer Pro offers 1GB of storage vs. 200MB for Developer. This allows for a greater level of quality assurance and integration testing.

What is the difference between how dependencies are handled for objects in change sets vs. packages?

In packages, dependent fields and layout metadata are automatically added when the object is added. In change sets, you must manually specify which dependencies to include.

Can you use a change set to rename or delete a components?

No. Renaming or deleting change sets must be done manually after deployment.

What happens to object IDs when data is copied to a sandbox?

Object IDs are copied from production, but don't synchronize after the initial copy.

How many post-copy scripts can you run after a sandbox refresh?

One

What are the differences between Partial Copy and Full sandbox types?

Partial Copy only contains a sample of production data Sandbox templates are required when creating a Partial Copy, but are optional for Full Copy Partial Copy refresh interval: 5 days vs. 29 days for Full Partial Copy has a 5GB data / file limit. Full copy limits are the same as production

How would you add a profile to a change set?

Profiles are added to change sets in the "Profile Settings for Included Components" section

What class must a sandbox post-copy script implement?

SandboxPostCopy

Where can you see your current sandboxes?

Setup | Data Management | Sandboxes Only accessible from production

What happens if a custom object is added to a package?

The custom fields and layout metadata items are also automatically added

An organization uses a namespace and includes it in an unmanaged package. What happens to the namespace when the package is uploaded?

The namespace is removed from unmanaged packages.

What type of package should you use if you want to protect the code in the package as intellectual property?

Use a managed package, since the code is hidden from the installer

You've published a package to AppExchange and now want to prevent any further installs of it. How do you accomplish this?

Use the Deprecate function