Saving and managing snapshots of your production and sandbox account configurations

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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

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.