Linking a Sandbox org to your RV License

Last published at: June 3rd, 2024

Every paid Record Validation subscription comes with complementary sandbox licenses for testing purposes. This way you can use your Production RV credits in your Sandbox as well.

You can link one or more sandboxes via Plauti Cloud. If you are using more Plauti apps in your Sandbox org, they will be linked to your Production license as well.

Linking a Sandbox to your RV license

Linking a Sandbox to your Record Validation license via Plauti Cloud‍ is done in a few simple steps:

  1. Go to Plauti Cloud Sandbox Linking.
  2. Log in with your Salesforce Production org login data.
  3. Log in with the Salesforce Sandbox org login data.
  4. Click Link Licenses.
  5. In your Sandbox' RV Setup, refresh the license. Refresh in other Plauti apps as well.

These steps are explained in more detail below.

Delete

When you refresh a sandbox, its ORG ID changes and the link with your production license is lost. Please follow the steps in this instruction again after refreshing your sandbox.


1. Go to Plauti Cloud Sandbox Linking

  1. To access the Plauti Cloud Sandbox Linking page, go to https://cloud.plauti.com/sandboxlinking.
    The Sandbox Linking page opens.


2. Log into your Production org

  1. At left, in the "Step 1 - Log in to Production" section, click Log in to Production.



  2. In the Salesforce login window that appears, enter the login data of your Salesforce Production org and click Log In.



  3. In the pop-up that appears, click Allow to allow the Plauti Cloud Sandbox Linking service access.


Your Production org is now logged on. You can always log out again by clicking "Log Out".


3. Log into your Sandbox org

  1. At right, in the "Step 2 - Log in to Sandbox" section, click Log in to Sandbox.



  2. In the Salesforce login window that appears, enter the login data of your Salesforce Sandbox org and click Log In to Sandbox.



  3. In the pop-up that appears, click Allow to allow the Plauti Cloud Sandbox Linking service access.

Your Sandbox org is now logged on. You can always log out again by clicking "Log Out".
Note that the two Orgs are not yet linked at this stage!


4. Link the Sandbox org to your license

  1. At the bottom of the page, click Link Licenses  .

The Sandbox org is now linked to your Production org. At the top of the page, a green confirmation message appears.

At right, in the Sandbox section, the licenses of your Production org are shown.

Don't forget the next step: refresh the license in your Sandbox org. 



Don't forget the next step: refresh the license in your Sandbox org.


5. Refresh the license

  1. In the linked Sandbox org, go to RV Setup > License. At top right, click Refresh License Refresh License button.

The Sandbox org now uses your Record Validation production license and credits. If you are using more Plauti apps in your Sandbox, refresh their licenses as well.

 Repeat if you want to link multiple Sandbox connections.

Unlinking a license

To unlink a Sandbox org from your production license:

  1. Repeat steps 1-3 above. 
  2. In step 4, at the bottom of the page, click Unlink Licenses  .
  3. In the unlinked Sandbox org, go to RV Setup > License. 
  4. At top right, click Refresh License Refresh License button.

The Sandbox org now no longer uses your Record Validation production license and credits.

Managing your Sandbox licenses

To check which Sandbox orgs are currently linked to which Production org(s):

  1. Log into Plauti Cloud.
  2. At left, go to Licenses > Link Licenses.
  3. At top right, select the Production org you want to check.

The list of Sandboxes that are currently linked to the selected Production org appears.

Read more about using Plauti Cloud in Using Plauti Cloud.