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Connect C&P to Production and Sandbox

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  • Connect C&P to Production and Sandbox

    I have read some topic threads on here indicating it is not possible to simultaneously have C&P connected to a SF Production org and a SF Sandbox, but my organization definitely had this set up in the past. We recently refreshed our Partial Sandbox and now we cannot access Virtual Terminal from the Sandbox. When I login to C&P connect with our Admin integration user (the one I'm using now to post this) I see under 3rd party integrations - Salesforce we have 2 connection types: Direct to Salesforce Instance and Shared with Another C&P Account. Can someone clarify if the second option is what allowed us to connect to both Production and Sandbox? There must be a way because we were doing this as recently as a week ago, but we must have lost our configurations during the Partial refresh. Please let me know. Thanks!

  • #2
    Good day @[email protected]

    It is NOT possible and there is NO way to do that. As you see in the other posts, it can only be connected to either Production mode OR Sandbox mode but NOT both together and the same behavior is since the beginning. The data will post to the instance which is connected.

    The Connection type is for those who have multiple C&P Accounts so that they may set one of them up with direct connection and the rest as a shared connection.
    Regards,
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    • #3
      Can someone look at how our Partial and Production orgs used to be set up to let us know how we were able to connect C&P to both in the past?

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      • #4
        SF IT,

        It is possible to connect multiple C&P Accounts to a single Salesforce instance, but not the other way around. A C&P Account can only post to one Salesforce instance, and it has always been that way. Perhaps you have seen references to the Salesforce Connection Type in Connect, which can be either "Direct" or "Shared". You can see this for Connect on Slide 4 and in Salesforce on Slide 7 of our slideshow in Connect: Third Party Integrations.

        Does this help explain?
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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