Roles and Folder Security Profiles

When copying over data models from production to the sandbox, the user Roles and Security Profiles did not get copied over. It's fine since I don't need them in the Sandbox environment, but when we go to copy the sandbox back over to production, I don't want it to overwrite or erase the profiles I have.

Can anyone shed some knowledge on whether Roles and Security Profiles under the System Admin won't get changed or deleted when copying from one environment to another?

Accepted Answers

  • Bart Scott
    Bart Scott Active Partner, Community Captain
    Fourth Anniversary 5 Answers 10 Comments Year 2 Community Captain
    Answer ✓

    The roles in the system admin area need to manually be updated. They are specific to each environment unlike the data model roles which come over from a Backup of the data model.

    Bart Scott
    CFO Solutions LLC

  • Bart Scott
    Bart Scott Active Partner, Community Captain
    Fourth Anniversary 5 Answers 10 Comments Year 2 Community Captain
    Answer ✓

    None that I am aware of. For an On-Prem server there may be something stored on the local drive that could potentially be backed up, but for Cloud unfortunately those drives are not visible. You could open a case with Board support to see if there is something accessible. But might be a good enhancement request to add to the Community.

    Bart Scott
    CFO Solutions LLC

Answers

  • John Hughes
    John Hughes Customer
    Fourth Anniversary 10 Comments Photogenic Name Dropper

    Thanks. Is there any way to export them to back them up?

  • Samson Sunny
    Samson Sunny Employee, Community Captain
    25 Answers 100 Comments Third Anniversary 25 Likes

    Hi @John Hughes,

    You can raise a case to cloud ops team to give you a copy of the User profiles from the backend file system. They can also copy over the user profile from one instance to the other.