How to connect a Salesforce Sandbox account to Tact

Connecting to a Salesforce Sandbox account 

1. Triple Tap on the Tact Logo

• This will convert the 'Connect with Salesforce' button to a 'Connect with Sandbox' button

2. Tap on 'Connect with Sandbox'

3 a. Enter your Salesforce Sandbox username

If using Custom Domain follow steps 3 b - 5

3 b. Tap on 'Use Custom Domain'

4. Enter your custom domain name in this format: [DOMAIN].my.salesforce.com and tap 'Continue'

5. Enter your Salesforce Sandbox username and password or Single Sign-On

*Please note your custom domain page will look different from the example here

**If your custom domain contains "double dashes" ("--") please note that most iOS devices may convert them into a long dash ("—") with auto-correct. Make sure to double check your custom domain URL before submitting it.