Mogli SMS Sandbox Refresh Best Practices
Mogli relies on both Salesforce metadata (configurations found in Setup) and Salesforce records (data objects). Understanding how these two components are impacted is key to a smooth refresh.
When you refresh a sandbox, all metadata from Production is copied over, overwriting existing Sandbox metadata. Your Salesforce records are either cleared (for Developer orgs) or reset to a subset (for Partial/Full Copy orgs).
Metadata Impact
What is Lost: Any custom fields, permission sets, sites, automations, or Custom Object configurations created in the Sandbox for Mogli that were not yet migrated to Production.
The Risk: Failure to reconfigure these items will result in component errors, permission issues, and unsuccessful sending or receiving of messages in your sandbox.
Record Impact
It also means that any records you may have updated will be overwritten or removed. The most frequently impacted Mogli records that must be backed up are:
Application Settings
Gateways
User Notification Preferences
Mogli Templates (formerly SMS Templates)
Mogli Form Templates (formerly Form Templates)
Question Templates
Possible Answers
Sandbox Refresh Action Checklist
It's a best practice to refresh your sandboxes often to ensure testing environments accurately reflect Production. To ensure a smooth transition and preserve your Mogli configuration, follow these steps to prepare for your sandbox refresh:
Partial Sandbox Template Review If you are refreshing a Partial Sandbox, ensure all Mogli-related objects listed above are explicitly included in your Sandbox Template to copy relevant test data.
Backup Critical Records Export your sandbox Gateway records and Application Settings record before the refresh. Replace them manually (or via import using the Data Loader) as soon as the refresh is complete.
Migrate Metadata Migrate any metadata changes from your sandbox into production before the refresh to ensure those customizations are not lost.
Proactive Support Email help@mogli.com to notify us of the refresh. We can then check for complex, organization-specific configurations and highlight any unique areas in your organization that may require manual adjustment after the refresh.