8
Spring ‘13 Sandbox Spring „13 Sandbox Preview Instructions for Partners The salesforce.com Spring ’13 release is quickly approaching and soon you'll be able to take advantage of exciting new features and functionality! As a Force.com partner, you have the opportunity to get early access to Spring ‘13 in your sandbox and test new customizations and features before your production organization is upgraded. We want to make you aware of the options available.  IMPORTANT: If you or your customers have orgs on the NA1 instance, you will be upgraded to the Spring 13 release on January 18 th , 2013. This will result in an abbreviated sandbox preview period of only one week. To determine what pod your instance lies on please go to http://trust.salesforce.com/status. If you have any questions regarding this please log a case in the partner portal or contact your ISV Account Executive directly. If you have participated in the preview before and are familiar with setup and deployment please refer to the two tables below for refreshing your sandboxes and installing your applications. If you are not familiar with the Sandbox Preview, please continue on through the guide to ensure you are setup properly to participate. Sandbox Instance Stay on Winter 13 (no Preview)  Upgrade to Spring 13 (get the preview) CS3, CS4, CS5, CS7, CS9, CS11, CS12, CS13, CS14, CS15, CS17 To stay on Winter ’13, we require you to refresh to a non-preview Sandbox instance. Please wait and refresh after 12:00 AM PST on January 5, 2013.  If you refresh before this date, your sandbox will be built on a preview instance No action needed as your sandbox is already on a preview instance. If you need to refresh for other reasons, do so before 11:59 PM PST on January 4 th , 2013. If you refresh after this date, you sandbox will be built on a non-preview instance Tapp0(CSO), CS1, CS2, CS6, CS8, CS10, CS16 No Action is needed as your sandbox is already on a non-preview instance. If you need to refresh for other reasons, please wait and refresh after 12:00 AM PST on January 5, 2013 to remain on a non-preview instance. To get the preview, we require you to refresh to a Sandbox instance that will be upgraded early to Spring ’13.  Please refresh before 11:59 PM PST on January 4 th, 2013. If you refresh after this date, your sandbox will be built on a non-preview instance

Steps to Create Spring '13 Sandbox Preview with FAQ.docx

  • Upload
    knkchky

  • View
    217

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Steps to Create Spring '13 Sandbox Preview with FAQ.docx

8/11/2019 Steps to Create Spring '13 Sandbox Preview with FAQ.docx

http://slidepdf.com/reader/full/steps-to-create-spring-13-sandbox-preview-with-faqdocx 1/8

Spring ‘13 

Sandbox 

Spring „13 Sandbox Preview Instructions for Partners

The salesforce.com Spring ’13 release is quickly approaching and soon you'll be able to

take advantage of exciting new features and functionality! As a Force.com partner, you

have the opportunity to get early access to Spring ‘13 in your sandbox and test new

customizations and features before your production organization is upgraded. We want

to make you aware of the options available. 

IMPORTANT: If you or your customers have orgs on the NA1 instance, you will be

upgraded to the Spring ‟13 release on January 18th, 2013. This will result in an

abbreviated sandbox preview period of only one week.

To determine what pod your instance lies on please go to

http://trust.salesforce.com/status. If you have any questions regarding this pleaselog a case in the partner portal or contact your ISV Account Executive directly.

If you have participated in the preview before and are familiar with setup and

deployment please refer to the two tables below for refreshing your sandboxes and

installing your applications.

If you are not familiar with the Sandbox Preview, please continue on through the

guide to ensure you are setup properly to participate.

Sandbox Instance Stay on Winter ‟13 (no Preview) 

Upgrade to Spring ‟13 (get the

preview)

CS3, CS4, CS5,CS7, CS9, CS11,CS12, CS13, CS14,CS15, CS17

To stay on Winter ’13, we require you torefresh to a non-preview Sandboxinstance.

Please wait and refresh after 12:00AM PST on January 5, 2013. If yourefresh before this date, your sandboxwill be built on a preview instance

No action needed as your sandboxis already on a preview instance.

If you need to refresh for otherreasons, do so before 11:59 PM PSTon January 4th, 2013. If you refreshafter this date, you sandbox will bebuilt on a non-preview instance

Tapp0(CSO), CS1,

CS2, CS6, CS8,CS10, CS16

No Action is needed as your sandbox

is already on a non-preview instance.

If you need to refresh for other reasons,please wait and refresh after 12:00 AMPST on January 5, 2013 to remain on anon-preview instance.

To get the preview, we require you to

refresh to a Sandbox instance thatwill be upgraded early to Spring ’13. 

Please refresh before 11:59 PMPST on January 4th, 2013. If yourefresh after this date, your sandboxwill be built on a non-previewinstance

Page 2: Steps to Create Spring '13 Sandbox Preview with FAQ.docx

8/11/2019 Steps to Create Spring '13 Sandbox Preview with FAQ.docx

http://slidepdf.com/reader/full/steps-to-create-spring-13-sandbox-preview-with-faqdocx 2/8

Spring ‘13 

Sandbox 

2

SANDBOX PREVIEW INSTRUCTIONS

Step # Description Start Date End Date 

1 Create one test org from the PartnerPortal for each application

Now 1/4/13

2 Create 2 sandbox instances per test org:a. SB 1, the package is pre-installed, to testwhat happens during the upgrade process

b. SB 2, the package is not installed before theupgrade, but rather after the upgrade, to testwhat would happen if you install the app into anet new org

Now 1/4/13

3 Follow Refresh/Do Not Refresh SandboxInstructions

Now 1/4/13

4 Install application into one of the sandboxInstances

Now 1/4/13

DURING SANDBOX PREVIEW WINDOW

5 Install application into the other sandboxinstance

1/11/13 2/9/13

6 Test your application  5 1/11/131  2/9/13

Page 3: Steps to Create Spring '13 Sandbox Preview with FAQ.docx

8/11/2019 Steps to Create Spring '13 Sandbox Preview with FAQ.docx

http://slidepdf.com/reader/full/steps-to-create-spring-13-sandbox-preview-with-faqdocx 3/8

Spring ‘13 

Sandbox 

3

CREATING TEST ENVIROMENTS FROM THE PARTNER PORTAL

A. Login to the Partner Portal and select Create a Test Org button (Home Page) http://www.salesforce.com/partnerportal  

B. Select the Enterprise/ Platform Edition and agree to the Master Subscription Agreement. Click Submit when finished.

C. Check your email and follow the link provided. Use the Username and temporarypassword provided in the email to login. After you change your temporary password youare done for now.

D. If the application being tested requires that special features (territory management,opportunity teams, etc.) be enabled, please do so within this test org. This will ensurethat the sandboxes created from this org will come with these features enabled.

E. If you already have a test environment created from the portal you would like to usefor this process, this is also acceptable and steps A through D can be skipped.

*Please Note that this process should be completed for each application. If you havethree applications, you should repeat the following steps three times.

Page 4: Steps to Create Spring '13 Sandbox Preview with FAQ.docx

8/11/2019 Steps to Create Spring '13 Sandbox Preview with FAQ.docx

http://slidepdf.com/reader/full/steps-to-create-spring-13-sandbox-preview-with-faqdocx 4/8

Page 5: Steps to Create Spring '13 Sandbox Preview with FAQ.docx

8/11/2019 Steps to Create Spring '13 Sandbox Preview with FAQ.docx

http://slidepdf.com/reader/full/steps-to-create-spring-13-sandbox-preview-with-faqdocx 5/8

Spring ‘13 

Sandbox 

5

A. Once your sandboxes are created, it is important to determine their location in order

to know whether or not they need to be refreshed to participate in the Sandbox Preview.

To determine your sandbox location please login to the test org created above and go to

Setup | Data Management | Sandboxes.

DETERMINING YOUR SANDBOX LOCATION

Page 6: Steps to Create Spring '13 Sandbox Preview with FAQ.docx

8/11/2019 Steps to Create Spring '13 Sandbox Preview with FAQ.docx

http://slidepdf.com/reader/full/steps-to-create-spring-13-sandbox-preview-with-faqdocx 6/8

Page 7: Steps to Create Spring '13 Sandbox Preview with FAQ.docx

8/11/2019 Steps to Create Spring '13 Sandbox Preview with FAQ.docx

http://slidepdf.com/reader/full/steps-to-create-spring-13-sandbox-preview-with-faqdocx 7/8

Spring ‘13 

Sandbox 

7

FAQ 

Question: Will there be Release Notes, training, webinars, and other resources for theupcoming release?Yes, look in the Partner Portal (Releases page) to view resources like Release Notes, webinarregistrations and replays, as well as demo videos and training. Information will be added to thispage during the release cycle as it becomes available.http://p.force.com/releases  

Follow us on Twitter @partnerforce to be notified when new resources are available.

http://www.twitter.com/partnerforce  

Question: I have multiple Sandboxes and I don't want all of them to participate in theSandbox Preview.Each Sandbox may either opt-in or opt-out of the Preview. If you have multiple Sandboxes anddon't want all of them to participate in the Preview, view the Sandbox Preview WindowInstructions to determine next steps for each one individually.

What kinds (types) or accounts have access to the Sandbox Preview? Only accounts with Sandbox Licenses have access to the preview. These are EE and UEaccounts.

How do I refresh my Sandbox? To refresh your Sandbox, go to Setup -> Data Management -> Sandbox. This is the SandboxList page. From this page, you will have access to a set of actions on the left side of the table.If you are able to refresh your Sandbox, you will see a refresh button. Click the ‘refresh’ buttonto refresh your Sandbox.

I refreshed my Sandbox per the Preview instructions, but now I am on a differentinstance. Did the Preview action I chose “stick”?In some cases, following the instructions means that your Sandbox will be refreshed to a newinstance. This is okay. Only certain instances are upgraded early, enabling the preview of theupcoming release. So depending on your needs you may need the refresh to move on or off ofa Preview instance.

If I choose to opt in to the Preview but my sandbox is still refreshing beyond the 12:00AM PT deadline, will I still get the Preview? The deadline is for the refresh request. You must request the refresh within the deadlines thatwe specify.

Page 8: Steps to Create Spring '13 Sandbox Preview with FAQ.docx

8/11/2019 Steps to Create Spring '13 Sandbox Preview with FAQ.docx

http://slidepdf.com/reader/full/steps-to-create-spring-13-sandbox-preview-with-faqdocx 8/8

Spring ‘13 

Sandbox 

8

We just refreshed our full Sandbox. Do we have to refresh again if we want to sign up for

the Preview or stay on the current release? In some cases, you have to refresh again. Please review the instructions to determine whataction you need to take.

What if my Sandbox is currently “unavailable” for refresh?due to the Sandbox refresh interval policy (29 days for Full, 1 day for Developer andConfiguration), please contact support immediately and state your case. We will do our best toprovide assistance.

We have several Sandboxes—some we want to sign up for the Preview, others we wantto stay on the current release. What if they are on the same CS? If all of your Sandboxes are on the same CS instance and you want some to be part of the

Preview and others to stay on the current Salesforce version, you will have to refresh a set ofyour Sandboxes. That set of sandboxes that need to be refreshed depends on the CS instanceyou are currently on. Please follow the Preview window instructions to determine whichSandboxes you need to refresh.

I don‟t want to refresh my Sandbox. What will be my Sandbox status after the Previewends? Depending on the where your current Sandbox resides, your Sandbox may be part of thePreview or it may stay on the current version. Either way, your Sandbox and its data will stayintact. The Preview ends when we upgrade all of production instances to the next version. Thestatus of your Sandbox during and after the Preview will go unchanged.

Are the tables in this document the same as the tables that were published earlier?  Yes, these are the same tables that were published earlier. We have added the instructionsthat are specific to partners in this document.

For Reference

Spring „13 Sandbox Preview Instructions including AppExchange Preview (Public)http://blogs.salesforce.com/company/2012/11/spring-13-sandbox-preview-instructions.html  

Spring „13 Sandbox Preview Instructions FAQ (Public) http://blogs.salesforce.com/product/sandbox-preview-faq.html  

End of FAQ