Home > Options, Proxy Settings & Sandbox Settings > Sandbox Settings
Sandbox Settings  
Adding a Custom Endpoint:
To use PeopleImport with a test instance of Salesforce, a custom endpoint must be specified and the "Use Custom Endpoint" box must be checked. To add a custom endpoint click on "Proxy Settings" in the upper right hand corner of the PeopleImport login window. The custom endpoint is the Salesforce API URL (https address) for the sandbox. See below for full instructions on how to access this.
- Login to the test instance of Salesforce
- Click on:
- Generate the Partner WSDL
- At the end of the WSDL locate a "soap:address location" URL that is similar to: https://test.salesforce.com/services/Soap/u/19 .0
- Copy the URL (it is case sensitive)
- Open PeopleImport
- Click on:
- Edit
- Options
- Proxy Server Settings
- Paste the URL in the Custom Endpoint box, check the box "Use Custom Endpoint" and Click "OK"
- Restart PeopleImport
- Login to PeopleImport using the test instance credentials
PeopleImport may prompt for the creation of a trial account. If this happens, create the trial account and email either sales@crmfusion.com or support@crmfusion.com requesting that the sandbox account be made fully functional. Multiple sandboxes are permitted for one production instance.
The status bar on the bottom of the screen (when logged into PeopleImport) will show the URL in which PeopleImport is pointed.
To set PeopleImport back to the production instance, simply uncheck the "Use Custom Endpoint" box.
Note: Starting in PeopleImport 2.X it is no longer necessary to delete the custom endpoint to return to production. Checking or unchecking the "Use Custom Endpoint" box will let PeopleImport know which Salesforce servers to connect to. There is also now a warning letting the user know if the API version specified in the endpoint does NOT match the current API that PeopleImport was built on. Earlier or later API's can typically be used, but occasionally problems may arise with a particular API, therefore it is also best to have the API in the custom endpoint match the API that the current PeopleImport is built on.
Linking Production and Sandbox Instances
Sandbox org ID's can be linked to Production such that scenarios created on one or the other can be run on either org
- To link 2 Salesforce org's together, a request must be made via CRMfusion technical support by emailing support@crmfusion.com
- Keep in mind that whenever an existing sandbox is refreshed the old Salesforce org ID is deleted and a new org is created, so a request to relink the new sandbox will required
More information on scenarios can be found in Scenarios.
See also
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