Salesforce Integration: Why is it mapping to Production when it is authenticated to Sandbox?

Please advise,

We are going through testing with the client to make sure all the fields are mapped and conditions are working accurately, however while this form is authenticated in our sandbox, it is being mapped to production.

What to do with the following?

• We would like to be able to map to sandbox through testing this week starting today
• After this week when UAT is complete, we need to post to production or live environment to start collecting event data.

Thank you,

Melinda

PS Podo was almost helpful, but with the instructions below, we still need more assistance.

Hi Melinda,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

To map your form to the Salesforce sandbox instead of production, you need to disconnect the current Salesforce integration and re-authenticate using your sandbox credentials. Here’s how:

1. Open your form in Jotform Form Builder and go to the Settings tab.
2. Select Integrations from the left panel and find the Salesforce integration.
3. Click the Delete (trash bin) icon to remove the existing integration linked to production.
4. Authenticate again by logging in with your Salesforce sandbox credentials (make sure to use the sandbox login URL, usually test.salesforce.com).
5. Complete the integration setup and save.

Ensure your Salesforce sandbox user has API access and the necessary permissions. This process will switch your integration to sandbox for testing. After UAT, you can repeat the steps to authenticate with your production credentials to start collecting live data.

If you need any more help with these steps, feel free to ask.

Give it a try and let us know how it goes.

Best regards,
Jotform Support

Hi Melinda,

I checked the link you shared, but it says that Salesforce connection is lost. Also, I checked your account and noticed that you don't have any forms created under this account. If you have another account where the form is located, can you try re-authenticating using your sandbox credentials? Let me walk you through the steps:

1. In Form Builder, click on the Settings tab on the orange navigation bar at the top of the page.
2. Select Integrations from the left panel and find the Salesforce integration.
3. Click the Trash icon to remove the existing integration linked to production.
4. Then, click on the Add a New Action button.
5. Under the Authentication section, select your Salesforce sandbox credentials. Make sure to use the sandbox login URL.
6. Complete the integration setup and save your changes.

Ensure your Salesforce sandbox user has API access and the necessary permissions to allow the integration to work properly. After your testing and UAT are complete, you can repeat the same steps to disconnect the sandbox integration and authenticate again with your production Salesforce credentials to start collecting live event data.

Give it a try and let us know how it goes.