Saving and managing snapshots of your production and sandbox account configurations

What's my plan?

All Suites

Growth, Professional, Enterprise, or Enterprise Plus

Support

Professional or Enterprise

Verified AI summary ◀▼

Save and manage snapshots of your production and sandbox account configurations to easily roll back changes, inspect configurations, compare environments, and deploy settings. Snapshots are read-only, but you can rename or delete them as needed. This feature helps you maintain control over your account settings and ensures you can revert to previous configurations if necessary.

Location: Admin Center > Account > Sandbox > Snapshots

A configuration snapshot is a read-only version of the account configuration 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

Related articles:

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

1. In Admin Center, click Account in the sidebar, then select Sandbox > Snapshots.
2. Click Create new snapshot.
3. Select the Environment you want to save a snapshot of.
4. Enter a unique and identifiable Snapshot name.
5. 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

1. In Admin Center, click Account in the sidebar, then select Sandbox > Snapshots.
2. 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

1. In Admin Center, click Account in the sidebar, then select Sandbox > Snapshots.
2. Next to the snapshot you want to rename, click the options menu () and select Rename.
3. Enter the new Name.
4. 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

1. In Admin Center, click Account in the sidebar, then select Sandbox > Snapshots.
2. Next to the snapshot you want to rename, click the options menu () and select Delete.
3. In the confirmation dialog, click Delete.