Salesforce Sandbox Support
  • 04 Aug 2023
  • 2 Minutes to read
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Salesforce Sandbox Support

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  • PDF

Article Summary

Use a Salesforce Sandbox instance in Dialpad to test Salesforce integration features before rolling it out to a live (production) instance.

Let’s take a look at Salesforce Sandbox support in Dialpad.  

Who Can Use This Feature
Salesforce sandbox support is available to Dialpad Ai Voice, Ai Sales, and Contact Center customers on the Pro and Enterprise plans.

Connect to Salesforce Sandbox Instance

You can connect the entire company to the Salesorce Sandbox, or just specific offices.

To connect to the Salesforce Sandbox, head to your Admin Settings from 

To connect the entire company

  1. To connect the entire company
  2. Select My Company
  3. Select Integrations
  4. Select Options beside Salesforce
  5. Select Manage Settings
  6. Navigate to Instance
  7. Select Salesforce Sandbox from the drop-down 
  8. Select Save

To connect a single office 

  1. Choose the desired office
  2. Navigate to Office Settings
  3. Select Integrations
  4. Select Options beside Salesforce
  5. Select Manage Settings 
  6. Select Customize for this office
  7. Navigate to Instance
  8. Select Salesforce Sandbox from the drop-down menu
  9. Select Save

Next, install the Salesforce package in the Salesforce sandbox instance, which will be used for the connection.

Dialpad users in the identified Office or the entire company will then be able to connect to a Salesforce sandbox using the sidebar in the Dialpad app.

Users can log in to their Salesforce sandbox accounts and connect to the Dialpad CTI from this sandbox.

Disconnect From Salesforce Sandbox

Salesforce connects and re-authenticates with the production credentials.

To disconnect from the Salesforce Sandbox and connect to the production account, first, the Salesforce admin must log out of Dialpad.

After successfully logging out, you'll need to disconnect via the Dialpad app — this can be done in the desktop or the web app. 

  1. Open the right-hand sidebar
  2. Open the Salesforce widget
  3. Hover over the Salesforce title to access the Options menu (that's the 3 vertical dots)
  4. Select Disconnect  
  5. Select Disconnect to confirm

Once completed, users will need to complete the same steps.

Frequently Asked Questions 

Can the same user connect to a production instance and a sandbox instance at the same time?

No, a user in Dialpad can only be connected to either a Salesforce production instance or a Salesforce sandbox instance at one time.

Is it possible to use Salesforce Production and Salesforce Sandbox at the same time?

Yes, but you'll need to create a new office under the same company. The old office can remain connected to the SF production instance while the new office can be connected to the SF sandbox.

Can I connect a selective set of users in an Office?

No, once the configuration is set for an Office, all users in that Office must be connected to the Salesforce sandbox instance.

Can other Offices remain connected to a Salesforce production instance?

Yes, you're able to connect an Office to a Salesforce sandbox instance while other Offices remain connected to a Salesforce production instance.

Do all users in Dialpad need to disconnect when setting this up?

Yes, once you change the configuration to 'Connect to' a Salesforce sandbox instance, all users in an Office must first disconnect before attempting to reconnect as they will then be prompted to connect to the Salesforce sandbox instance.

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