Sand Box Settings - HelpConsole

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Sand Box Settings

Adding a Custom Endpoint:

To use DemandTools with a test instance of Salesforce, a custom endpoint must be specified. To add a custom endpoint click on "Proxy Settings" in the upper right hand corner of the DemandTools login window. The custom endpoint is the Salesforce API URL (https address) for the sandbox. See below for full instructions on how to access this.

Login to the test instance of Salesforce
Click on:

Setup
Develop
API

Generate the Partner WSDL
At the end of the WSDL locate a "soap:address location" URL that is similar to: https://TESTSERVERNAME/services/Soap/u/16.0
Copy the URL (it is case sensitive)
Open DemandTools
Click on:

Edit
Options
Proxy Server Settings

Paste the URL in the Custom Endpoint box and Click "OK"
Restart DemandTools
Login (to DemandTools) using the test instance credentials

DemandTools may prompt for the creation of a trial account. If this happens, create the trial account and email sales@crmfusion.com or support@crmfusion.com requesting that the sandbox account be made fully functional. Multiple sandboxes are permitted for one production instance.

The status bar on the bottom of the screen (when logged into DemandTools) will show the URL in which DemandTools is pointed. To set DemandTools back to the production instance, delete the custom endpoint URL in the options settings.