Setting up Sitecore Connect for Salesforce and how to work with a Sandbox
When installing one of the various Sitecore Connect for Salesfoce connectors that can be found here: https://dev.sitecore.net/Downloads/Salesforce_Connect.aspx You may run into problems when moving through the various steps in the case that the Salesforce environment you are using is actually a Sandbox environment. The various steps of the installation are actually pretty straight forward. they are described in much more detail in the specific installation guides but the information below gives you a good overview of the complexity and specific highlevel steps. And it adds just that little extra sauce in case you are using a sandbox environment: - Install the correct DEF framework (2.0.1 and onwards) - The 3 providers (Salesforce CRM, Sitecore and xConnect) - Sitecore connect for Salesforce Once these pre-requisites are set up, it is time to Convert the installed xConnect Model to JSON and deploy it onto the xConnect roles (xconnect server and indexing server) Next, log i...