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JanitaB2JanitaB2 

How to switch Connect for Outlook between Sandbox and Production

Not well documented, but important for testing!

 

How to connect to the Sandbox:

Exit Outlook, Communicator

Navigate to “C:\Documents and Settings\<<user_name>>\Application Data\salesforce.com

                Delete the “.Salesforce.com” folder   (the dot is important!!)

Open Regedit

Navigate to HKEY_CURRENT_USER\Software\Salesforce.com\SM folder and click on it

Locate ResourceURL on right side, double click on it, and change its value to:

                https://cs2.salesforce.com   (can use your instance or cs1)

Locate ServerURL on right side, double click on it, and change its value to:

                https://test.salesforce.com/services/Soap/c/22.0

Close Windows Registry Editor

Open Outlook, click on Tools > Salesforce.com Options

Update username and password with Sandbox username and password

Click Verify

Click OK to Success message (or if error, correct username or password)

 

Values for Production:

Locate ResourceURL on right side, double click on it, and change its value to:

                https://na4.salesforce.com  (can use your instance or na1)

Locate ServerURL on right side, double click on it, and change its value to:

                https://www.salesforce.com/services/Soap/c/22.0

 (Procedure is the same)