Create Salesforce sandbox environment

[dboyer]

Sandbox info sent via email

[dboyer]

Hey team! Please add your planning poker estimate with Zenhub @shaun-technovation @viviancan

[dboyer]

Noting that there is a new sandbox with a full copy of the live environment. We should set up that sandbox in order to have a more accurate testing environment. Sasha sent details via email.

[shaun-technovation]

I finally got the sandbox proved out locally. The links in this comment helped.

One small hangup was finding our Consumer Key and Consumer Secret, here are detailed steps on that:

After logging in:

• Click the gear icon in the top nav on the right-hand side, in the drop down, click "Setup"
• On the next page, in the sidenav, under "Platform Tools", click "Apps" and then "App Manager"
• On the next page, find Technovation Girls Platform, click the triangle drop down icon and click "View"
• On the next page, click "Click here to open this page in Salesforce Classic."
• On the next page, click the "Manager Consumer Details" button
• After verifying OTP again, the next page should have the Consumer Key and Consumer Secret

Another issue was getting an authorization code to get a refresh token.

Here's the URL I used to get the authorization code: https://test.salesforce.com/services/oauth2/authorize?response_type=code &client_id=CLIENT_ID_HERE&redirect_uri=http://localhost

I lost the exact request I used for the refresh token, but I just followed this guide, step 3: https://documentation.sailpoint.com/connectors/identityiq8_3/salesforce/help/integrating_salesforce/generating_refresh_token.html

And lastly to use the refresh token, our Restforce calls had to be updated to point to test.salesforce.com (instead of production, which is used by default), which I had to make a small code change for.

[shaun-technovation]

The sandbox is hooked up to QA. All new accounts created on QA should get a new account added in Salesforce. One way the new account can be found in Salesforce is by:

• Clicking Accounts in the top nav bar
• On the next page, click the drop-down triangle/carrot and select "New This Week" and you should see the new account there

The login details for the sandbox are in 1Password.

[dboyer]

I logged into the Sandbox and confirmed that I saw the new account I just created on QA listed in the "new this week" section. It was associated with the correct email address.

[shaun-technovation]

And lastly to use the refresh token, our Restforce calls had to be updated to point to test.salesforce.com (instead of production, which is used by default), which I had to make a small code change for.

Regarding this, just noting that I added a Heroku setting for SALESFORCE_HOST, which points to test.salesforce.com for QA and login.salesforce.com for Production.