Connect Salesforce environments to the App

You can connect Sandbox environments and a Salesforce Production environment to your App account.

Connect Production

Connect a Sandbox

To connect a Salesforce Production in the App:

• Go to the “Environments” section
• Click on the “Connect my production” button
• You will then be redirected to the Salesforce login page
• Enter your production username and password, then click "Allow"

Note
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Once a production environment is connected, it cannot be removed from the App.
For consultants working with multiple clients, it is essential to ensure that each production environment is correctly associated with the appropriate App account.

To connect a Salesforce Sandbox to the App:

• Go to the “Environments” section
• Click on “Connect a sandbox”
• You are then redirected to the Salesforce login page
• Enter your Sandbox username and password, then click Allow.

Note
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Make sure you have connected your production environment first before connecting one or more Sandboxes

You can connect as many sandboxes as you want. A status indicates whether the sandbox is well connected and secure.

Access the details of an environment

Manage your environments and associated users from the App

User Management

• On the page of each environment, you can consult the list of users and their connection status, indicating whether they are connected or not

• A green status indicates that the connection to the environment is valid

• Click on the environment concerned
• A status will let you know that action is required
• An alert will detail the error encountered, in particular if a reconnection of the environment to the App is necessary
• Click "Log in" and enter your Salesforce credentials to restore the connection

Update the package

For each environment, you can view the currently installed version and update the package directly from the App.

• Click on the environment you want to update
• Click on the “Update Package” button
• A popup is displayed, showing the list of versions available for installation
• Choose the version you want and click Continue
• You will then be redirected to the package update page in your Salesforce environment