Salesforce: Create a test sandbox

Note:

In order to fully test Simpplr, you will need to have a full sandbox. There may be a price for obtaining a full sandbox. Contact your CSM for more info.



When you create a Full Copy Sandbox, please make sure the "Include Chatter Data" checkbox is checked. To do so:

  1. From your Salesforce instance, go to Setup and type Sandbox into the Quick Find box. Click New Sandbox.
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  2. Enter the sandbox name and click next in the Full column.
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  3. Select All and check the Include Chatter Data checkbox. Click Create.


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Once the sandbox is created, you will get email with instructions on how to access it.

To make sure Simpplr is working properly, you will need to change the Rest_API_URL under Remote Site Settings. To do so:

  1. Go to Salesforce Setup and search for Remote Site Settings. Click on Edit next to Rest_API_URL, and change the instance to match the one of your sandbox.blobid7.png
  2. If you are not sure what to enter, go to Salesforce Setup > Company Information. You will see an "Instance" field:
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  3. In this example, cs97 is the number for sandbox. The Rest_API_URL should be https://cs97.salesforce.com . "CS" should be in lower case.
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