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Adam_Steinhauer's avatar
Adam_Steinhauer
Copper Contributor
Apr 12, 2023

Connecting to Salesforce CRM Sandbox

We are able to connect to our Salesforce CRM production environment using SSO.  We have not been able to connect to our CRM sandbox, though.  Is Salesforce CRM sandbox connection supported? If so, does it require any special configuration?

Salesforce CRM connectivity

3 Replies

  • RezaAssadi's avatar
    RezaAssadi
    Icon for Microsoft rankMicrosoft
    Apr 13, 2023
    Hi! Connecting to Salesforce sandbox environments is fully supported and does not require any special configuration. In the log-in flow, did you select "Sandbox" from the dropdown after selecting "Salesforce" as the CRM? If so, what happened after you tried to log in?
    • Adam_Steinhauer's avatar
      Adam_Steinhauer
      Copper Contributor
      Apr 13, 2023

      RezaAssadi We did.  It takes us to a sign on page for our sandbox environment.  When we choose production it signs in through our IDP.  

      • RezaAssadi's avatar
        RezaAssadi
        Icon for Microsoft rankMicrosoft
        May 08, 2023
        This is actually the expected behavior from our end. We haven't seen it sign in without the extra step to explicitly sign in to Salesforce. Are you able to log in and use Viva Sales once you are on the sign-in page?

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