Sandbox Refreshes

If a Sandbox is refreshed from a Production Organization, please correct the following configuration:

Fix Connected App Configuration

The Connected Application, Authorization Provider and Named Credentials settings will hold information from Production Organization after the Sandbox refresh. Please correct following attributes based on the Sandbox information:

  1. Connected Application:

    1. Open Authorization Provider

      1. Setup > Identity > Auth. Providers > Open ‘ClosePlan Metadata Auth Provider’ provider

    2. In a new window open Connected App

      1. Setup > Apps > App Manager > Edit ‘ClosePlan Connected App’

      2. Check that Callback URL field in the Connected App has the same value as in Auth. Provider

      3. Replace with value from Auth. Provider if needed, Save and Continue

  2. Authorization Provider:

    1. Open Connected App

      1. Setup > Apps > App Manager > Open ‘ClosePlan Connected App’

    2. In a new window open Authorization Provider

      1. Setup > Identity > Auth. Providers > Edit ‘ClosePlan Metadata Auth Provider’ provider

      2. Check that Consumer Key field and Consumer Secret field value is the same as in the Connected App

      3. Replace with values from the Connected App if needed and Save

  3. Named Credentials:

    1. Open My Domain page

      1. Setup > Company Settings > My Domain

    2. Open Named Credentials

      1. Setup > Security > Named Credentials > Edit ‘ClosePlan Metadata Service’

      2. Disable Start Authentication Flow on Save

      3. Make sure that URL field value is the same as value next to ‘Your domain name is:’ in My Domain page and Save.

  4. Re-Authenticate Credentials

    1. If any correction made, open Named Credentials.

      1. Setup > Security > Named Credentials > Edit ‘ClosePlan Metadata Service’

      2. Make sure Start Authentication Flow on Save is checked

      3. Hit Save to start auth. process

        1. Note that it might take a few minutes until all settings are propagated. You will be redirected to login screen. If you are not directed to a log in screen, wait few minutes and repeat.

        2. Log in with the associated Username for the Sandbox Org