Setting Up the Salesforce Sandbox Connector

Your Act-On software can be connected to your Salesforce sandbox to allow you to test the integration.

Follow the steps below to set up the connection between Act-On and your Salesforce sandbox account.

1. Contact Act-On Support to enable connection to your Salesforce sandbox environment.
2. Once completed, log into Act-On and go to Settings > Connectors > CRM > Salesforce
3. Enter your Salesforce sandbox username, password, and security token.
4. Copy the URL below and paste it in the additional field that requests a URL:

   https://test.salesforce.com/services/Soap/u/19.0

You may now connect to Salesforce and install the package. Follow the Salesforce Integration Guide to continue setting up the sandbox integration.