Tutorial
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Nue on Salesforce
Refresh the Salesforce Sandbox
5 min
refreshing a salesforce sandbox is an essential practice for keeping development, testing, and staging environments up to date with the latest data and configurations from your production org there are two key aspects to consider when refreshing a salesforce sandbox reconnect salesforce sandbox to the nue sandbox tenant validate that the products are completely updated (in the case of a partial refresh) reconnect nue tenant when you refresh a salesforce sandbox, you will need to reconnect to your existing nue sandbox tenant the following steps will walk you through reconnecting the nue tenant step 1 update named credentials in salesforce in nue sandbox, generate and copy the api key follow steps in api keys docid 3tsve brpzhvqoq074ujp to configure the api key in the new salesforce sandbox environment reconnect the api user when connecting a new salesforce org with an existing nue tenant, it is important to reconfigure the api user connection to make sure it connects to a valid integration user in the new salesforce org follow the steps below login to nue > settings, and search for setting salesforce integration in the section connect salesforce users with nue users, click the edit icon of the api user, and select a valid integration user in the connected salesforce org these steps ensure that the api user is properly mapped to a valid integration user in the updated salesforce environment step 4 verify the result log into the nue app go to “system settings” –> “salesforce integration” if the connection is successfully re established, there should be no error if there is an error popping up, please wait for about 10 minutes and go back to “salesforce integration” page and check again if the error persists, please reach out to nue support team for further assistance refresh products in sandbox if this is a full refresh (e g , uat), there is no additional action needed for a partial refresh (e g , dev), salesforce copies only products, price books, and price book entries many other product related objects (e g , uom, product groups, price tags, etc ) are not copied as parts of the refresh as a result, the products will not work with nue in this scenario, please reach out to the nue support team for additional assistance
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