Note: To avoid conflicts with your production Salesforce Dooly account, it’s highly recommended that test users sign up for a test Dooly account using an email alias.

Instructions

  1. Create a separate email address (or email alias) to be used in Dooly for the Salesforce Sandbox account.

    • It is important that this is different than your production (read: live, real) Salesforce account.

    • For Google-hosted emails, simply append +{anything} to the end of your existing email address. Emails will get routed to your inbox without having to do anything else. For example, justin+dooly.sandbox.test@dooly.ai

  2. Sign up for a Dooly account using a separate email address (or email alias).

    • You can register for Dooly via email and password here: https://start.dooly.ai/register?empw=1

    • The above link should be shared with users completing these steps as that page is not linked from inside of the product.

  3. Once signed in – and before you’ve connected Dooly to Salesforce – type the following text into the browser’s address bar: javascript:connect('salesforcesandbox')

    • You will need to manually type back in the javascript: prefix as Chrome automatically strips this out when pasted into the address bar.

    • The address bar should look exactly like this:

  4. Once you hit enter, you’ll be redirected to Salesforce’s login page where you can log in using your Salesforce Sandbox credentials.

  5. That’s it – Dooly is connected to your Salesforce Sandbox instance! 🎉

Caveat: When you go live with real Dooly users connected to your real Salesforce account, they won’t see anything that was created in your Sandbox Salesforce/Dooly connection. Our Dooly team can help rebuild anything that you love from your Sandbox instance.

Bonus: check out our Dooly setup guides and inspo for each role.

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