Everyone uses Salesforce differently, and we understand that here at Drift! We want to make it easier for you to be able to test out the Drift integration in a test environment before going all-in with your Salesforce account, so we've allowed you to connect your Salesforce Sandbox account in Drift. 

Billing Plan: 

The Salesforce integration is available on all paid Drift plans, starting with Premium.

Intended Audience:

• Admin

In this Article, we'll cover:

• Connecting Your Sandbox Account

Connecting your Sandbox Account

In order to connect your Salesforce Sandbox to Drift navigate to Settings > Integrations > Salesforce > Connect Sandbox Account. This will prompt you to sign in using your Salesforce Sandbox account credentials. Please make sure you take a look at our Salesforce permissions doc and make sure your sandbox account has all the proper permissions enabled.

This is a great way to make sure that the Salesforce Attributes you've set up in Drift match the corresponding fields in Salesforce! 

This is also a great way to make sure that the integration is working as expected and passing the correct conversation data over from Drift into Salesforce. 

Note: You can not have both a sandbox and production instance of Salesforce connected to one drift account.