Configuring LinkPoint Connect with a Salesforce Sandbox Account (IBM Notes + Salesforce)

The LinkPoint360 Professional Services Team will need access to a sandbox instance of customer Salesforce data in order to develop and test customized LinkPoint Connect application settings. This Salesforce sandbox instance must reflect the customer’s production environment and should contain any custom objects that will be integrated with LinkPoint Connect.

The LinkPoint360 Professional Services Team will use the sandbox to review a customer’s custom setup and to create data to test with LinkPoint Connect. No structural changes will be made to Salesforce.

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Configuring LinkPoint Connect with a Salesforce Sandbox Account

Step_1

Click the LinkPoint Assist icon in the system tray with the right mouse button and then select Configure.

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Select LinkPoint Assist from the Components list on the left side of the LinkPoint Assist window, and then select the Start Up & Support tab.

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Step_3Enter sandboxmode in the Support Commands field and click the Ok button.

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Tip_WebTip: Note the message Sandbox mode turned On at the bottom of the Start Up & Support tab confirming that you are in Sandbox Mode. To exit Sandbox Mode, enter sandboxmode in the Support Commands field and click Ok.

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Step_4Select Salesforce from the Components list on the left side of the LinkPoint Assist window.

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Step_5Select Connect Now to relate the Salesforce account to LinkPoint Connect if not already connected.

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Tip_Web

Tip: If you are already connected to Salesforce with a non-sandbox account, you will need to select Disconnect to proceed.

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Step_6

Enter your Salesforce Sandbox Account User Name and Password, and click the Log in to Salesforce button.

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Click Allow to enable LinkPoint Connect to access the Salesforce sandbox account and display the Salesforce information in IBM Notes.

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LinkPoint Connect will test the connection to Salesforce. This may take a few moments. Click OK once the Test Connection window displays the Connection succeeded message.

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Warning: When switching between Sandbox and Production modes, remember to rebuild history during next synchronization. Otherwise, you may delete your Calendar, Contact, and Task data.


Additional_Resources_WebAdditional Resources: Customers must create new credentials for the LinkPoint360 Professional Services team to access the sandbox environment. These credentials must match the following standard exactly:

Username: proservice@linkpoint360.com.[YourCompanyName]

Email: proservice@linkpoint360.com


Download_WebDownload: Access the complete LinkPoint Connect: IBM  Notes + Salesforce User Guide in .pdf format. Get the User Guide


Support_WebStill need help? Contact our Support Team.