AI Agent for Salesforce Sandbox Data Seeding

The Challenge

Developer and developer pro sandboxes do not include production data after refresh. Teams must manually create test records or import data, which is slow and often results in incomplete or unrealistic test datasets that miss important record relationships.

How Clientell Automates This

Clientell AI generates SandboxPostCopy scripts that seed sandboxes with realistic, interrelated test data. It creates accounts, contacts, opportunities, and custom object records with proper lookup and master-detail relationships intact.

How It Works

1. 1

   Define data requirements

   Specify which objects need test data, how many records of each type, and any specific field values or record types required for your testing scenarios.

2. 2

   AI generates seeding script

   Clientell AI produces a SandboxPostCopy Apex class that creates records in the correct order to satisfy lookup and master-detail relationship dependencies.

3. 3

   Review data templates

   Review the generated test data templates to ensure record counts, field values, and relationships match your testing requirements.

4. 4

   Deploy seeding script

   Deploy the data seeding script and register it with your sandbox definition. Test data is created automatically on every future refresh.

Frequently Asked Questions

Does the seeding script handle record relationships correctly?

Yes. Clientell AI generates the script to create parent records before child records, ensuring all lookup and master-detail relationships are properly established.

Can I seed data for custom objects as well?

Yes. You can include any standard or custom object in your data seeding requirements. The script handles all field types including picklists, lookups, and formula field dependencies.

How do I update the test data templates over time?

You can regenerate the seeding script with updated requirements at any time. The new script replaces the old one, and the updated test data will be created on the next sandbox refresh.

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