📋 Summary

This training video explains how to configure your PhoneBurner account to work with a Salesforce Sandbox environment. Sandboxes in Salesforce allow teams to test configurations, integrations, and automation in a safe, non-production setting. PhoneBurner fully supports this by allowing users to switch between Sandbox and Production modes easily.

Steps Covered:

1. Log into your PhoneBurner account.

2. Click your initials in the top right, then go to Integration.

3. Select Salesforce > Details.

4. Locate the Sandbox toggle and set it to "Yes" to enable Sandbox mode.

5. When you're ready to go live, return and switch Sandbox back to "No", then save settings.

This allows your team to confidently test PhoneBurner dialing and data syncing workflows with Salesforce without touching real production data.

🏷️ Tags

PhoneBurner, Salesforce, sandbox integration, test environment, CRM testing, Salesforce setup, production migration, integration configuration, outbound dialing, CRM best practices

📝 Cleaned-Up Transcript

Hello there! Thank you for taking a moment to watch this video.

In this training, we’re continuing our Salesforce integration series for PhoneBurner®, and in this video, we’re going to talk about using Salesforce Sandbox environments.

One of the great things about Salesforce is that it allows you to set up and test configurations in a sandbox without impacting your production data.

And yes—PhoneBurner fully supports Sandbox environments. It’s easy to configure your account to connect to a sandbox before going live in production.

Here’s How:

1. Log into your PhoneBurner account.

2. Click on your initials in the top right corner.

3. Select “Integration”.

4. Go to Salesforce > Details.

5. Scroll down to the Sandbox section.

6. Toggle “Sandbox” to Yes.

✅ That’s it!
Your PhoneBurner account is now configured to work with Salesforce Sandbox.

📌 Important:
Once you're ready to go live, don't forget to:

• Return to this setting,

• Toggle Sandbox back to “No”, and

• Save your settings.

That will ensure PhoneBurner properly connects to your Production Salesforce environment.

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Thanks again for watching! I hope this helps you and your team test confidently and transition smoothly into production using the power of PhoneBurner.

Happy dialing!