Sandbox Refreshes

If a Sandbox is refreshed from a Production Organization, the following configurations must be corrected:

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 (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

  2. Authorization Provider:

    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 > Save

  3. Named Credentials:

    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

  4. 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
          (Please Note: Logging in with your Production Username will cause errors in the Application!)