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Log in to Salesforce for Outlook with a sandbox

Fecha de publicación: Oct 13, 2022
Descripción

Follow the steps below If you need to log into your Sandbox on your Salesforce for Outlook plug-in

 

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 will pop up. Click Change User at the top of the page in 'Connection.' If you are not logged in, then you will see a login page.
4. Click Change URL at the top of the page.
5. Select the test.salesforce.com option.
6. You will see the URL next to this button change to 'https://test.salesforce.com/'
7. You can now enter your Sandbox username and password.
8. If this is a first time connection then click Allow. This creates a secure connection between Outlook and Salesforce. You won't have to log in again unless you encounter an error. If you click Deny, you'll return to the previous step.
9. You will now be logged into your Sandbox on the Salesforce for Outlook plugin.

Número del artículo de conocimiento

000385902

 
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