How to complete a Sandbox Refresh or Create with Natterbox

Please note: this requires version 1.270 or greater for the Natterbox app.

Creating or Refreshing a New Sandbox

1. Whether you are creating a new sandbox or refreshing an existing sandbox, you will need to create a sandbox template to make sure you have removed the Natterbox objects.
   Please note: If you do not remove these objects before creating or refreshing your sandbox, you will experience severe issues and may not be able to fully set Natterbox up in that org.

   Object Name	Object API
   Availability Log	nbavs__AvailabilityLog__c
   Availability Profile	nbavs__AvailabilityProfile__c
   Availability Profile State	nbavs__AvailabilityProfileState__c
   Availability Profile State Group	nbavs__AvailabilityProfileStateGroup__c
   Call Queue	nbavs__Call_Queue__c
   Call Queue Log	nbavs__Call_Queue_Log__c
   Call Event	nbavs__CallEvent__c
   Call Flow	nbavs__CallFlow__c
   Call Log	nbavs__CallLog__c
   Dial List Retry	nbavs__Dial_List_Retry__c
   Dial Item	nbavs__DialItem__c
   Dial Item Audit	nbavs__DialItemAudit__c
   Dial Item Completed	nbavs__DialItemCompleted__c
   Dial List	nbavs__DialList__c
   Dial List Administrator	nbavs__DialListAdministrator__c
   Dial List Report	nbavs__DialListReport__c
   Dial List Target Group	nbavs__DialListTargetGroup__c
   Dial List Target User	nbavs__DialListTargetUser__c
   Error Log	nbavs__ErrorLog__c
   Event Log	nbavs__EventLog__c
   Filter View	nbavs__FilterView__c
   Group	nbavs__Group__c
   Group Administrator	nbavs__GroupAdministrator__c
   Group Member	nbavs__GroupMember__c
   Hourly Call Reporting	nbavs__Hourly_Call_Reporting__c
   Individual Recording Access	nbavs__Individual_Recording_Access__c
   Insight Category	nbavs__Insight_Category__c
   Insight Category Configuration	nbavs__Insight_Category_Configuration__c
   Insight Conversation	nbavs__Insight_Conversation__c
   Insight Note	nbavs__Insight_Note__c
   Insight Rating	nbavs__Insight_Rating__c
   Insight User View	nbavs__Insight_User_View__c
   Insight	nbavs__Insights__c
   Insights Failure	nbavs__Insights_Failure__c
   Insight Notes Deprecated	nbavs__Insights_Notes__c
   Live Call Status	nbavs__LiveCallStatus__c
   Natterbox AI	nbavs__NatterboxAI__c
   Phone Event	nbavs__Phone_Event__c
   Phone Number	nbavs__PhoneNumber__c
   Preset	nbavs__Preset__c
   Private Log	nbavs__PrivateLog__c
   Recording Access	nbavs__RecordingAccess__c
   Registered Number	nbavs__RegisteredNumber__c
   Requested Skill	nbavs__Requested_Skill__c
   Secure Pay Form	nbavs__SecurePayForm__c
   Secure Payment	nbavs__SecurePayment__c
   Service Presence Group Unsynced User	nbavs__ServicePresenceGroupUnsyncedUser__c
   Skill	nbavs__Skill__c
   Sound	nbavs__Sound__c
   Temp Task	nbavs__TempTask__c
   User	nbavs__User__c
   User Skill	nbavs__User_Skill__c
   User Template	nbavs__User_Template__c
   User Template Status	nbavs__User_Template_Status__c
   User Policy	nbavs__UserPolicy__c
   User Ring Target	nbavs__UserRingTarget__c
   User Settings	nbavs__UserSettings__c
   User Voicemail	nbavs__UserVoicemail__c

2. Once your sandbox has been created navigate to the admin home tab of Natterbox

   
   

3. In the scheduled jobs section, click on the ‘Start Job’ button next to Reset Sandbox Job (This job is only available in Sandbox instances)

   

   
   
   
   
   
   
   
   
   
   
   
   
   

4. Natterbox will now delete all data in the following objects and will reset your connection to the Natterbox servers

   AvailabilityProfileState__c

   AvailabilityProfile__c

   CallFlow__c

   Device__c

   UserPolicy__c

   Group__c

   User__c

   Sound__c

5. Once the job has run when you try to access a Natterbox page you will be presented with the opportunity to enter a new Activation Token - you can get this token and OAuth e-mail (which you will use in the next step) by raising a case with the customer support team.
   

   

   
   
   
   
   
   
   
   
   
   
   
   
   
   

6. Once you have entered the activation token, you can click the link OAuth link in the e-mail sent from Natterbox.
   
   
   

7.  Now your Natterbox installation is ready to configure again.

Setting up Natterbox in a fresh Sandbox

1. You will need to reach out to your account manager to request some licences and phone numbers for your sandbox.

   1. Once the licences have been assigned to your org, make sure to click the ‘Reload Subscriptions’ button from the Admin Home page.
      

   2. Once the phone numbers have been assigned, make sure to click the refresh button from the Phone Numbers tab. Do not use the ‘New Phone Number’ button.
      
      

2. You can now recreate any users, groups, availability states you would like to replicate from production.
   

3. You can now create any routing policies that you would like. If you have exported a policy from production (or another org), be aware you will need to fill in the details that were removed before like the group or the extension before being able to save the policy.