Resetting Sandbox Tenants
In Service Board 22.2 and later, automated reset support for sandbox tenants is available. The Reset Tenant option in Max Admin permanently deletes records that match the following conditions:
• Customer-created records with a Custodian field value of Default Custodian.
• One of the following:
◦ Records of objects in which the Transactional Data option is selected.
◦ Records that were synchronized from Salesforce in which the External ID field is not null.
All records that depend on the records which meet these conditions might be cascade-deleted, based on how the Relationship records that link the related objects are configured.
Additionally, when the Reset Tenant option is invoked, customer-created External OAuth Provider records configured to enable single sign-on for external users are deleted, and the following fields in System Setting records are cleared:
• Use External OAuth Provider
• Salesforce Login Username
• Salesforce Login Password
• Real-Time Sync From Salesforce
After the reset process is completed, all active sessions are terminated, and users are automatically signed out of ServiceMax.
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Changes made to sandbox tenants when the Reset Tenant option is invoked are not synced back to Salesforce, and do not trigger event handlers. The Reset Tenant option can be invoked only on sandbox tenants, and records are permanently deleted with no rollback functionality.
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To reset sandbox tenants:
1. In Max Admin, on the Development Actions (
) launchpad menu, expand the Development Actions section and click Reset Tenant, and then in the confirmation box, click Yes.
) launchpad menu, expand the Development Actions section and click Reset Tenant, and then in the confirmation box, click Yes.2. After the reset process is completed and the currently logged-in user is automatically signed out of ServiceMax, sign in as the system user, and then configure the integration user.
3. Configure initial sync if needed, and then run initial sync to sync records from Salesforce.
4. In Salesforce, create a connected app for OAuth, and then configure an external OAuth provider.
5. In Max Admin, on the System Management (
) launchpad menu, click System Settings, and then in the list view, click to open the currently active System Setting record.
) launchpad menu, click System Settings, and then in the list view, click to open the currently active System Setting record.6. On the record page, on the Authentication tab, select the Real-Time Sync From Salesforce check box, and then in the top left corner, click Save and Close (
).
).For more information: