• Installing our product in a sandbox

  • How to work with sandbox refreshes

  • Testing in a sandbox

You can install our integration in one or more sandboxes. You can also refresh a sandbox and our application will be copied across below is some more detailed information.

How to install in a sandbox

  1. Go to our Salesforce AppExchange listing.

  2. Click the Get it now button.

  3. If you are not already logged in you will be prompted to do so.

  4. Choose Sandbox.

  5. Select I have read and agree to the terms and conditions, then click Confirm and Install.

  6. Choose whether to install for admins only, all users or specific profiles.  We recommend you select Admins only and once installed give users access via our permission sets.

  7. Click Install.

  8. Select Yes, grant access to these third-party websites then click Continue.

Sandbox refresh

When you start a sandbox refresh a copy of your installed applications will also be copied. This will include Campaign Monitor for Salesforce and there are some important points below to consider.

  • When strongley recommend not to connect any sandbox to your live Campaign Monitor account.
  • When a sandbox refresh happens we use a standard Salesforce process to disconnect Campaign Monitor from Salesforce.
  • You can also manually run a process before or after the sandbox refresh to clear out connection settings.

We don't recommend connecting a sandbox to your live Campaign Monitor account. Changes made in a sandbox can incorrectly update your Campaign Monitor data.

How to test in a sandbox

When you have our product in a sandbox we recommend connecting it to a test Campaign Monitor account. The best way to setup a test account is to create a new Campaign Monitor account that is pay-as-you-go. This will allow you to test features in a dedicated account.

If you have questions on which Campaign Monitor account to setup please contact Campaign Monitor directly -

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