Sandbox Refresh

Key concepts

Term	Definition
Post Refresh Template	Reusable configuration (org + Apex + Metadata + Custom Settings). Run-it-again without re-configuration.
Post Refresh Task	One-time configuration. Available in Opsera for 10 days after creation.
Pre Task	Actions before refresh — captures current sandbox config state
Post Task	Actions after refresh completes — restores config, seeds data, activates classes

Create a template

1

Navigate to Salesforce → Insights → Sandbox Refresh → Template Catalog → + New Sandbox Refresh Template

2

Enter Name, Notes, Access Control, Tags, Source Org

3

Enable toggles for Apex Scheduler Class, Metadata, and/or Custom Settings

4

Click Save Template Settings → Start a New Instance

5

Configure each enabled component type (Apex classes, metadata component selection + file filter, custom settings)

6

Choose Salesforce API version → Create Template

Run a task from template

1

In Template Catalog, click + in the Create Task column

2

Review summaries (Apex, Metadata, Custom Settings), then click Trigger Pre Task

3

Monitor via Activity Dashboard or Logs tab. On success → click Run Post Task → Trigger Post Task