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
1️⃣ 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
2️⃣ Sign up for a Dooly account using a separate email address (or email alias).
Choose the "use your email to sign up" option
3️⃣ 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:
4️⃣ Once you hit enter, you’ll be redirected to Salesforce’s login page where you can log in using your Salesforce Sandbox credentials.
5️⃣ 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.