Saving and managing snapshots of your production and sandbox account configurations



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Verified AI summary ◀▼


Use configuration snapshots to save read-only versions of your account settings
for production or sandbox environments. Snapshots help you roll back changes,
inspect configurations, compare environments, and deploy settings. You can
view, rename, or delete snapshots as needed. This feature is particularly
useful before making changes to business rules or other configurations.





Location:
Admin Center > Account > Sandbox > Snapshots



A configuration snapshot is a read-only version of the account configurations
for an
environment, either production or sandbox, at a given time. Admins can save
snapshots of
an environment for many reasons, but it's particularly helpful to do so prior
to making
changes to your business rules and other configurations so that you can easily
roll back
changes that don't work out. Snapshots can also be used to
inspect
the environment's configurations,
compare
configurations between environments, and
deploy
configurations from one environment to another.


After a snapshot is saved, you can view, rename, or delete it from the Snapshots
page in
Admin Center.


This article contains the following topics:


Saving snapshots of your production and sandbox account configurations


Viewing an environment's snapshot


Renaming a configuration snapshot


Deleting a configuration snapshot






Saving snapshots of your production and sandbox account configurations



When inspecting an account configuration for your production or sandbox
environment,
you can save a snapshot of the configuration as it exists at that time.


To save a snapshot of your account configuration


In Admin Center, click
Account in the sidebar, then select Sandbox > Snapshots.


Click Create new snapshot.


Select the Environment you want
to save a snapshot of.


Enter a unique and identifiable
Snapshot name.


Click Create.






Viewing an environment's snapshot


If you need to look back at a previous account configuration for an environment,
you
can use the Snapshots page to open read-only versions of saved historical
configurations.


To view a snapshot


In Admin Center, click
Account in the sidebar, then select Sandbox > Snapshots.


Next to the snapshot you want to view, click the options menu
( )
and select View.

A read-only view of
that snapshot is opened within the Snapshots page.







Renaming a configuration snapshot


Snapshots are read-only. After a snapshot is saved, the only thing that
can be
changed is the snapshot's name.


To rename a version


In Admin Center, click
Account in the sidebar, then select Sandbox > Snapshots.


Next to the snapshot you want to rename, click the options menu
( )
and select Rename.


Enter the new Name.


Click Rename.






Deleting a configuration snapshot


If you no longer need a snapshot, you can
delete it. Deleting a snapshot is permanent and can't be undone.


To delete a snapshot version


In Admin Center, click
Account in the sidebar, then select Sandbox > Snapshots.


Next to the snapshot you want to rename, click the options menu
( )
and select Delete.


In the confirmation dialog, click Delete.






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