About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

Salesforce connecting using sandbox enviroment

  • 18 April 2023
  • 3 replies
  • 189 views
Rhoda

I’m trying to connect Zapier with Salesforce but I would like to connect to sandbox first. The redirect URL is set to production by default and I don't have the option to change the environment. This article says its possible https://help.zapier.com/hc/en-us/articles/8496020790925-How-to-Get-Started-with-Salesforce-on-Zapier but am not getting the option to do that. 

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

SamB
Rank
Userlevel 7
Badge +11

Hi @Rhoda, welcome to the Community! 

That’s very odd. What web browser are you using for this?

I’m using Google Chrome and was able to select the sandbox option when adding a new Salesforce connection:
720d0c22dedb3a0f964e974f051e12d2.gif

Just wondering if there’s a browser specific glitch here that’s preventing that option from being selected. Can you try connecting a new Salesforce app account from within a different web browser to see if that then allows the sandbox option to be selected?

Hopefully that’ll do the trick. Please keep us in the loop on how that goes!

Rhoda

Hi @SamB, thank you for getting back to me. I’m connecting to Salesforce essential working on the free plan is it possible to connect to Salesforce sandbox with Salesforce essentials. Also when I connect to Salesforce production using Salesforce essentials there is an authentication error. Is there a way around this with Salesforce essentials in the free plan?

 

ken.a
Userlevel 7
Badge +6

Hey there @Rhoda,

I’m jumping in to see if I can help!

I did some digging into our notes, and it appears that we have a Salesforce exemption that allows users to connect with Zapier, regardless of the Edition they are using, including Essentials.

Would you be willing to give the Salesforce app a try instead? You can find it here: https://zapier.com/apps/salesforce/integrations

Please give that a try, and keep us posted.

Thanks! 😊

 

 

Terms & Conditions