Salesforce Sandbox

Documentation

Salesforce Sandbox

Overview

The Salesforce Sandbox connector works identically to the production Salesforce connector but connects to your Salesforce sandbox environment. Use it to test reporting setups before deploying to production.

Requirements

  • An active Salesforce Sandbox environment
  • System Administrator or API-enabled profile in the sandbox
  • An EverythingData account

Setup steps

1

Log in to EverythingData

Go to dashboard.everythingdata.io and log in or create your free account.

2

Add a new connector

Click 'Add Connector' and select Salesforce Sandbox from the list.

3

Authenticate with Salesforce Sandbox

Click 'Connect with Salesforce Sandbox' and log in with your sandbox credentials.

4

Authorize API access

Grant EverythingData the required permissions to read your sandbox data.

5

Choose your destination

Select Looker Studio, Power BI, or Google Sheets.

6

Start reporting

Your Salesforce Sandbox data will sync automatically.

Notes

Use the Sandbox connector for testing — use the production Salesforce connector for live data.

Sandbox data is separate from production and will not affect live reports.

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