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How to Log In to Salesforce for Outlook Using a Sandbox Environment

Veröffentlichungsdatum: May 28, 2026
Beschreibung

 

Salesforce for Outlook (SFO) is a legacy desktop plugin for Microsoft Outlook that syncs Salesforce records — including contacts, events, tasks, and emails — with Outlook. It connects to Salesforce production environments by default using login.salesforce.com.
If you need to connect Salesforce for Outlook to a Salesforce Sandbox environment (test.salesforce.com) instead of production, follow the steps below to change the login URL in the SFO Settings page.
Steps to Log In to a Sandbox:

  1. Right-click on the Salesforce for Outlook icon in your system tray.
  2. When the small pop-up menu appears, click the Settings option.
  3. The Settings page opens. Click Change User at the top of the page in the 'Connection' section. If you are not currently logged in, a login page appears.
  4. Click Change URL at the top of the page.
  5. Select the test.salesforce.com option.
  6. The URL next to this button changes to '
  7. Enter your Sandbox username and password.
  8. If this is a first-time connection, click Allow to create a secure connection between Outlook and Salesforce. Clicking Deny returns you to the previous step.
  9. You are now logged into your Sandbox in the Salesforce for Outlook plugin.

 

Lösung

After completing the steps above, Salesforce for Outlook is successfully connected to your Sandbox environment. The Connection settings page will display the URL as ' confirming the correct environment is selected.
## Troubleshooting Login Issues
Sandbox username format: Salesforce Sandbox usernames include a suffix based on the sandbox name. For example, if your production username is user@example.com and your sandbox is named UAT, your sandbox username is user@example.com.UAT. Ensure you are using the correct suffixed username when logging in.
Secure connection prompt: On first login to any environment, Salesforce for Outlook prompts you to click Allow to authorize the connection. If you clicked Deny, return to the Settings page, click Change User, and authenticate again.
Plugin not refreshing: If the plugin does not reflect the sandbox data after login, try restarting Outlook. The SFO system tray icon should show a green connected status once the sandbox sync is established.

Nummer des Knowledge-Artikels

000385902

 
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Salesforce Help | Article