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.

Contact Act-On Support to enable the integration necessary to connect your Salesforce sandbox environment.
Once completed, hover over the Gear icon in the left navigation menu.
Click Connectors in the drop-down menu.
Click the CRM link.
Choose Salesforce.
Enter your Salesforce sandbox username, password, and security token.
Copy the URL below and paste it in the additional field that requests a URL: https://test.salesforce.com/services/Soap/u/19.0
Follow the Salesforce Integration Guide to continue setting up the sandbox integration.