Saving and managing snapshots of your production and sandbox account configurations

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Save configuration snapshots of your production or sandbox environments to capture account settings at specific times. This feature helps you review, rename, or delete past configurations without altering them. Use snapshots to track changes and maintain a history of your setup, ensuring you can reference previous configurations when needed.

Location: Admin Center > Account > Sandbox > Versions

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. 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.