Unable to validate the connection in SaaSify (Optional)

Capture the Current My Domain URL from Salesforce

This article talks about a scenario which you might come across when validating the connection in SaaSify for Sandbox Salesforce Environment.

This usually occurs when the Salesforce Admin has enabled "Prevent login from https://test.salesforce.com" and "Prevent SOAP API login from https://test.salesforce.com" options under Login Policy

To resolve this issue, we need to update the Current My Domain URL as the Sandbox URL in SaaSify. Follow the below steps in capturing the Current My Domain URL from Salesforce:

1. Navigate to Setup (Gear icon) and select Setup from the drop down

2. Search for My Domain under Quick Find and click on it.

3. You will notice that the below two Login Policies will be enabled:

   1. Prevent login from https://test.salesforce.com

   2. Prevent SOAP API login from https://test.salesforce.com

4. Copy the Domain provided in the Current My Domain URL.

   Note: Only copy the domain until .com.

   For Example: If you see the following value in the Current My Domain URL field “spektra--saas.sandbox.my.salesforce.com with enhanced domains”, then you need to only copy until .com, i.e., spektra--saas.sandbox.my.salesforce.com.

5. Once the Current My Domain URL is copied, we need to replace the URL for the Sandbox Environment in SaaSify by following the steps provided in the below section.

Update the Current My Domain URL in SaaSify

Now follow the below steps in updating the copied Current My Domain URL and validating the connection in SaaSify:

1. Login to the SaaSify application using the Publisher Admin credentials

2. Navigate to the Integrations tab under Settings

3. Select Salesforce from the left-hand side

4. Choose the Environment as Sandbox from the drop-down.

5. The URL of the Sandbox will be auto-populated

6. Update the copied Current My Domain URL in the URL field. Below is the format in which the URL needs to be updated.

   1. Replace <CurrentMyDomainURL> with the copied domain in the following URL: https://<CurrentMyDomainURL>/services/oauth2/token and paste the value

7. Username/Email-ID – Username of the Salesforce User which is used to login to the Salesforce Instance

8. Password – Password of the Salesforce User which is used to login to the Salesforce Instance

9. Security Token (Refer to Steps to capture Security Token from Salesforce)

10. Consumer Key (Refer to Steps to capture Connected App details from Salesforce in SaaSify to Salesforce configuration)

11. Consumer Secret (Refer to Steps to capture Connected App details from Salesforce in SaaSify to Salesforce configuration)

12. Click on Validate to test the connection. Once validation is successful, click Save to integrate Salesforce with the SaaSify platform