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

Spring 13
Sandbox
2




SANDBOX PREVIEW INSTRUCTIONS

Step # Description Start Date End Date

1

Create one test org from the Partner
Portal for each application


Now

1/4/13

2

Create 2 sandbox instances per test org:
a. SB 1, the package is pre-installed, to test
what happens during the upgrade process
b. SB 2, the package is not installed before the
upgrade, but rather after the upgrade, to test
what would happen if you install the app into a
net new org


Now

1/4/13

3

Follow Refresh/Do Not Refresh Sandbox
Instructions


Now

1/4/13

4

Install application into one of the sandbox
Instances


Now

1/4/13

DURING SANDBOX PREVIEW WINDOW

5

Install application into the other sandbox
instance

1/11/13

2/9/13

6

Test your application

5 1/11/131

2/9/13
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 temporary
password provided in the email to login. After you change your temporary password you
are 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 ensure
that 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 use
for 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 have
three applications, you should repeat the following steps three times.



Spring 13
Sandbox
4




A. Once logged in to your Test Org please click on the Setup link at the top right

B. Click on the Data Management link on the left of the screen

C. Click on the Sandbox link on the left of your screen, which brings you to the Sandbox
Sign up page

D. Create and activate two sandbox organizations for use in pre-release testing (please
see image below & repeat for Test2)




E. Once you have created your sandbox orgs, you will have to wait for about 10 minutes
per sandbox to setup. Depending on the size of each of your sandbox orgs you may
have to wait a little longer.
*It is important to create two sandboxes because that will allow you to test two very
distinct scenarios and ensure your application is compatible with the new release.

Sandbox 1: The package is pre-installed, to test what happens during the upgrade
Sandbox 2: The package is not installed before the upgrade, to test what would happen
if you did an install into a net new org




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

Spring 13
Sandbox
6


B. Once you have determined your sandbox location it is important to follow the refresh
instructions. Some sandboxes will need to be refreshed prior to January 5, 2013 in
order to take part in the pre-release program. Please see the table below and follow
accordingly 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, your 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

Sandbox 1 the application should be installed prior to the upgrade to Spring 13
Sandbox 2 the application should be installed after the upgrade to Spring 13
Once your application is installed and the sandbox has been upgraded please perform a
full functionality test to verify whether your product meets the intended specifications
and functional requirements laid out in your development documentation.



INSTALLING YOUR APPLICATION
Spring 13
Sandbox
7




FAQ

Question: Will there be Release Notes, training, webinars, and other resources for the
upcoming release?
Yes, look in the Partner Portal (Releases page) to view resources like Release Notes, webinar
registrations and replays, as well as demo videos and training. Information will be added to this
page 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 the
Sandbox Preview.
Each Sandbox may either opt-in or opt-out of the Preview. If you have multiple Sandboxes and
don't want all of them to participate in the Preview, view the Sandbox Preview Window
Instructions 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 UE
accounts.

How do I refresh my Sandbox?
To refresh your Sandbox, go to Setup -> Data Management -> Sandbox. This is the Sandbox
List 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 button
to refresh your Sandbox.

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

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

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 what
action 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 and
Configuration), please contact support immediately and state your case. We will do our best to
provide assistance.

We have several Sandboxessome we want to sign up for the Preview, others we want
to 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 of
your Sandboxes. That set of sandboxes that need to be refreshed depends on the CS instance
you are currently on. Please follow the Preview window instructions to determine which
Sandboxes you need to refresh.

I dont want to refresh my Sandbox. What will be my Sandbox status after the Preview
ends?
Depending on the where your current Sandbox resides, your Sandbox may be part of the
Preview or it may stay on the current version. Either way, your Sandbox and its data will stay
intact. The Preview ends when we upgrade all of production instances to the next version. The
status 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 instructions
that 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