- Login to your Autofy Account and navigate to the Channels Page.
- Click on Channel Settings under your Salesforce Channel.
- Check the box next to "Sandbox".
4. Click Connect.
5. A window will appear where you can enter the credentials for your Salesforce Sandbox. (Please Note: If a window like the one below does not appear, check your URL for a pop up blocker. If there is a pop up blocker disable it and hit Connect again.)
6. Once you have entered your credentials follow the prompts to complete the connection.
Having trouble completing your connection? Reach out to us at email@example.com.