We want to do a SBX refresh soon, but I have a ton of testing that I am doing in SBX that I do not want to lose, is there a way to back that up before the refresh and then restore it? It is mostly custom fields, actions within a workflow state, and a few saved searches. When we were doing the implementation with our partner, they had done it several times, but they never showed us.

Once you do a refresh, the customizations would be wiped out so you'd need to back them up with SDF and then do the refresh and then re-deploy assuming that's all that has changed between the 2 systems.

Thanks, I can do a SuiteAnswers search, but if you happen to know the SuiteAnswers article that would be great, or have a link to a rescource.

There's a bit of setup if you don't have an IDE like webstorm. Do you have a dev on staff that could do it for you? would probably take an hour or 2 at most if you do. Otherwise, you'd need to get something like webstorm, install the netsuite SDF plugin and pull in the scripts/fields etc... and you're good. You'll have to search for SDF in suiteanswers as I am not sure what you have/will need.

OK, thanks for the info, we do not have a IDE provider like Webstorm, and we do not have a dev on staff. Thanks again for your help.

Hi @Todd Juenemann, first of all, this article can be useful for planning the refresh. In addition, you should be able to use Salto to back up and restore your customizations (there's an open-source option (similar to SDF in spirit), a 30 day free-trial as well as a paid subscription option -- the latter two options are user-friendly through a web-based UI).

Thanks for the info, I took a quick look at Salto, but it seems pretty pricy for something we would only use to backup any customizations when we do a SBX refresh once per quarter.

Of course. If that's the only use-case, I agree (typically it is being used to handle an organizations' whole change management pipeline from sandboxes to production + impact analysis for the configs + compliance requirements + automation; etc...). You could also take a look at Salto's open-source version -- it requires some technical chops (CLI based), but probably less than SDF, is 100% free, and has community support over Slack.