Testing PtoP in Salesforce sandbox

[heywatchit]

We are planning to use the PtoP platform this fall for the first time and would like to test it in a Salesforce sandbox. How is that done?

[CnP.Support.AM]

Good day @heywatchit

What do you mean by testing PtoP in a Salesforce sandbox? The Connect Peer-to-Peer Fundraising is our core platform which is standalone but may integrated with Salesforce.

Would you please elaborate your question little more so that we can better assist you.

[heywatchit]

We want to be able to test event registrations without them creating new accounts in our Salesforce production instance. With other services we use like Form Assembly, I can connect it to a Salesforce sandbox to test before pointing it to production.

[CnP.Support.AM]

Good day @heywatchit

You may integrate your Click & Pledge account with your Sandbox instance before you move to Production.

Please note that C&P Account may integrate either with your Production or Sandbox instance but not both at a time.

This link will walk you through the integration process: http://cnp.mn/2dzgsms

Hope that helps. Let us know if we can be of any further assistance.