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"

3a. Enter your Salesforce Sandbox username

If using Custom Domain follow steps 3b - 5

3b. 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 ("--") your iOS devices may convert them into a long dash ("—") with auto-correct. Make sure to double check your custom domain URL before submitting it. We've found that copy and pasting your domain address works best with iOS devices.