Testing in Salesforce sandbox

If you have a Salesforce account, most likely you also have a test sandbox environment. Sandboxes are mainly used to create multiple copies of your production environment, so that you have an exact replica of your production environment without affecting your live data during your test period. 

If you don’t already have a sandbox, you can easily create one by following the steps outlined in the Salesforce help documentation. You can also view what types of sandboxes are available on the Salesforce help site.

Connecting to your sandbox in Qualified

Once your sandbox is ready for testing, you can connect it to Qualified to begin your setup and testing.

1. Log in to your Qualified admin account.
2. Go to Settings → Integrations → Salesforce → Connection.
3. In the “Org-level account” section, click the Or connect to sandbox link under the blue button.

This page has two places to connect your sandbox: a personal account and the org-level account.

Connecting a personal account

Personal user accounts are used by each rep when creating Salesforce objects such as leads or contacts. 

Each user in your org will need to connect using their own personal Salesforce credentials. Most likely for your sandbox testing, however, you won’t need to connect all reps at this time and can wait until you’re using your Salesforce production environment.

Connecting the org-level account

Qualified uses the org-level account to read and write data as needed. Connect it with a dedicated Qualified integration user with a custom profile or permission set that grants only the permissions Qualified needs. See creating a dedicated integration user for the steps and the permission checklist for the permissions.

To learn more about how these two connections work together, see Connecting to Salesforce. The information is the same for production.

Limitations of sandbox connections

There are some limitations to using the Sandbox for testing and connecting to Qualified. 

• Campaign attribution is not available with a sandbox connection, so you cannot create campaign members from lead or contact records.
• The Experience Builder Add to a campaign step does not work with a sandbox connection. Leave it out of experiences you build for sandbox testing.
• If you create fields and map them in Qualified and your sandbox, these fields do not exist in your production environment. As such, your mappings will most likely fail. Check to make sure that all fields are created in your sandbox and production before going live.

Recommended tests in sandbox

• Create a new lead through an experience and create a lead through the Qualified app.
• Verify that the new lead created by Qualified is assigned to the expected sales rep.
• Update an existing lead via mapped field values through an experience and the Qualified app.
• Update existing contacts via mapped field values through an experience and the Qualified app.
• Ensure Salesforce events are logged on leads and contacts for conversations and meetings booked.

Moving to production

When you’re done with your testing in the sandbox environment, you’ll now want to move to production before you go live with Qualified. You’ll see the option to Promote to Production in your Salesforce connection area. 

When you press this button, we’ll keep your mappings in place but replace your credentials with your production credentials so that it’s a smooth transition. 

Make sure all of the fields that you’ve created within Qualified and tested in your sandbox also exist in your production instance. If they do not, your mappings will fail.