Add and Manage Sandbox Environment
Updated
Before requesting a Sandbox, Sprinklr recommends customers to first understand the purpose and the type of sandbox needed. A sample POD (a group of Sandboxes and their connections) can look like the following.
While using a Sandbox environment, you can view Quick Filters which are created and used in Production Dashboards and Editorial Calendar. You can check the configuration of the quick filters for the following entities:
Production Dashboards | Editorial Calendar |
Campaigns | Campaigns |
Sub-Campaigns | Sub-Campaigns |
Outbound Message | Outbound Message |
Tasks |
|
To Set Up Sandbox
| To have a Sandbox setup in your environment, please work with your Success Manager. |
Once the Sandbox is set up, the same will be visible in the list of Connected Environments.
To Access Connected Environments
Navigate to Launchpad. Under the Platform Modules, click All Settings within Settings.
On the Settings window, under General, click Sandbox Manager from the left pane and select Connected Environments.
Note: If your environment uses the Classic All Settings experience, the navigation path to the Sandbox Manager page will be slightly different. Navigate to Launchpad. Under the Platform Modules, click All Settings within Settings.
On the Platform Settings window, click Sandbox Manager from the left pane and select Connected Environments in the right pane.
Details Captured in the Connected Environments Tab
Columns | Description |
Name | Unique name of different environments connected. |
Description | The description of the connected environment. |
Environment | The Sprinklr version of the connected environment. |
Status | The status of the connected environment. |
Type | The detail of the connected environment whether it's Standard Sandbox, Premium Sandbox, or Production. |
Partner ID | Unique ID of the connected environment. |
Last Refresh Time | The last refresh time of the connected environment. |
Created Time | The time at which the connected environment was created. |
Email Alias Suffix | It consists of additional login details. |
To Manage Sandbox Environment
On the Connected Environments page, hover over the desired Sandbox Environment's Options icon
and select the desired option from the drop-down menu. The following options are available:
Activity
If you had selected Activity, then you will be able to trace the activities on the Activity pane with respect to the changes in connected environments.
Refresh Sandbox
If you had selected Refresh Sandbox, then select Yes in the bottom right corner of the Refresh Sandbox confirmation pop-up window.
Understanding Sandbox Refresh
Refresh helps to reset the sandbox configuration to the latest of the production.
During Refresh, all the configuration and data in the sandbox are wiped and the latest configuration is imported from the production into the sandbox.
Hover over the Options icon
of a sandbox and select Refresh Sandbox to trigger the Refresh. You can only Refresh a Sandbox and not Production.
Sandbox Refresh is an irreversible change and please exercise caution before triggering it.