This article covers how to connect Openprise to Salesforce Sandbox when setting up a data source.
You will need a Salesforce Sandbox account and credentials for Openprise. You can learn more about Data Sources here.
When creating a new data source, select Salesforce.com - Sandbox from the source technology and data format picklist.
- Select the Add Account Information button to link your Salesforce Sandbox account to Openprise
- Click on the Add Account button to sign into your Salesforce Sandbox account using your credentials
- Select from an existing account if you've already linked your Salesforce Sandbox account to Openprise
Directory or entity - Select the object in your Salesforce Sandbox containing the data you want to import as a new data source.