If the Sandbox is being refreshed from a production organization, all configurations and possibly data will be cloned, depending on the version of the Sandbox. However, there are configurations that are specific to the original environment that will not work in the Sandbox. This document captures a list of tasks to focus on after a Sandbox refresh.

Fix Metadata/UI API access

The Connected Application, Authorization Provider and Named Credentials settings will hold information from Production Organization after the Sandbox refresh. These misconfigurations will prevent access to the API from ClosePlan Admin and possibly from other locations. They are accompanied by an Error Message:

Please correct following components based on the Sandbox information.

Fix Connected App

1. Connected Application (App Manager):

   1. Open Auth. Provider

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

   2. In a new window open Connected App (App Manager)

      1. Setup > Apps > App Manager > find ‘ClosePlan Connected App’ and from the drop down arrow, select Edit

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

      3. If the values are NOT equal, replace the value in the Connected App with the value from Auth. Provider > Save

Fix Authorization Provider

1. Provide correct Key/Secret

   1. Open Connected Application (App Manager)

      1. Setup > Apps > App Manager > find ‘ClosePlan Connected App’ and from the drop down arrow, select View

   2. In a new window open Auth. Provider

      1. Setup > Identity > Auth. Providers > click Edit next to ‘ClosePlan Metadata Auth Provider’

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

      3. If the values are NOT equal, replace the values in Auth Provider with values from the Connected App and save.

Fix Named Credentials

1. Verify URL

   1. Open My Domain page

      1. Setup > Company Settings > My Domain

   2. In a new window open Named Credentials

      1. Setup > Named Credentials > click Edit next to ‘ClosePlan Metadata Service’

      2. Disable Start Authentication Flow on Save

      3. Check that that URL field value is the same as the value for ‘Current My Domain URL’ in the My Domain page

      4. If the values are NOT equal, replace the values in the 'Named Credentials' URL field with value from the My Domain page > Save

2. Re-Authenticate Credentials

   1. If any correction was made, open Named Credentials.

      1. Setup > Named Credentials > click Edit next to ‘ClosePlan Metadata Service’

      2. Make sure Start Authentication Flow on Save is enabled

      3. Click Save to start auth. process

         1. Note: It may take a few minutes until all settings are propagated, after which you will be redirected to a login screen. If you are not quickly directed to a log in screen, wait few minutes and repeat.

         2. Log in with your Sandbox Username and password for the Sandbox Org

Tag: Error
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