Connecting ScheduleOnce to a Salesforce sandbox environment

A Salesforce Sandbox environment is a copy of your production environment and enables you to test the ScheduleOnce connector for Salesforce without compromising the data and applications in your production environment.

ScheduleOnce enables you to connect to either your production environment or a Salesforce Sandbox environment and keep your Salesforce connector setup when switching to your production environment.

In this article, you will learn how to connect the ScheduleOnce connector for Salesforce to your Salesforce sandbox environment and switch to your production account after you complete testing in the sandbox.

Requirements

To connect ScheduleOnce to a Sandbox environment, you will need:

  • A ScheduleOnce Administrator
  • A Salesforce Administrator for your organization

The Salesforce API User

To connect to ScheduleOnce, the Salesforce API User must have the following characteristics in your Salesforce sandbox environment:

  • The User License field must be Salesforce. The Salesforce User license is designed for users who require full access to standard CRM and Force.com AppExchange apps. Users with this user license are entitled to access the ScheduleOnce connector for Salesforce managed application.
  • The Profile field must be System Administrator. The System Administrator profile must include the API Enabled profile permission and the ModifyAllData permission to ensure the access to the ScheduleOnce connector for salesforce connected app.

Connect to the Salesforce Sandbox environment

To connect to your Salesforce sandbox environment:

  1. Log in to your ScheduleOnce account.
  2. Go to Setup, open the left sidebar and select Integrations -> CRM integration.
  3. In the Salesforce box, click the Setup button.
  4. On the API Connection tab, check the Connect to a Salesforce Sandbox environment checkbox and connect to an API User created in your Salesforce Sandbox environment. Learn more about connecting to the API user (see Figure 1)

Important: If ScheduleOnce automatically logged you to your Salesforce production environment, you must disconnect and log out of Salesforce before trying to connect to the API User again. 


Figure 1: Connect the API User to your Sandbox environment

  1. Once connected, you can proceed with the setup:

Once the setup completed, you can test the ScheduleOnce connector for Salesforce in your Salesforce sandbox environment.

Switching from a Salesforce Sandbox environment to a Production Account

When you're ready to switch to production, you must disconnect the API User from your Salesforce sandbox environment and connect to your production environment.

To connect to your Salesforce production environment:

  1. Log in to your ScheduleOnce account.
  2. Go to Setup, open the left sidebar and select Integrations -> CRM integration
  3. Click the Setup button.
  4. On the API Connection tab, click Disconnect.

    After disconnecting ScheduleOnce from your Salesforce sandbox environment, all users connected to the Salesforce sandbox will be disconnected automatically and won't be able to accept bookings.

  5. On the API Connection tab, uncheck the Connect to a Salesforce Sandbox environment checkbox and connect to an API User created in your Salesforce production environment. Learn more about connecting to the API user

    Important: If ScheduleOnce automatically logged you to your Salesforce sandbox environment, you must disconnect and log out of Salesforce before trying to connect to the API User again.

  1. Once connected, you can proceed with the setup:

Important: If the Salesforce sandbox is a mirror of your production environment, your ScheduleOnce setup will be kept when you switch to your production environment. However, you must complete the ScheduleOnce connector for Salesforce setup to be able to accept bookings in your production environment.

You're done! Now you need to ask Users to connect to their Salesforce production account to integrate with Salesforce.

Learn more about our integration with Salesforce:

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