Connect to a sandbox environment

You can configure the app to connect to a Salesforce sandbox environment for testing purposes. Each user that needs to connect to the sandbox environment must perform this process in their Microsoft Teams client.

To configure the app to connect to a sandbox environment:

  1. If you are logged in, type Log out to end your session.

  2. Type Configure settings.

    Note you must not be in the middle of another process, such as the login flow. Type Logout to end the process.

    Screenshot: configure settings in MS Teams

  3. In the Configure settings card, select the Production label and change it to Sandbox.

    Screenshot: select sandbox environment

  4. Select OK.

  5. Sign in to the app using your sandbox environment credentials.

To check which environment is currently configured for your app, type Settings.

Tip When you are signing in to a Salesforce user account in a sandbox environment, ensure you use test.salesforce.com as the custom domain. See Single sign-on.