In the setup wizard you have to configure various settings:
Test vs Production:
As discussed in this article widgets can be configured to create transactions in test mode. The integration with Salesforce will either transfer production transactions or test transactions not both at the same time.
This is a security requirement to avoid accidentally transferring data into the wrong instance of Salesforce - for example spamming your production Salesforce instance with test data. Data for the inactive mode will be ignored and will not be transferred to Salesforce.
Salesforce offers Sandbox instances which provide a great way to test the integration on a copy of your current production environment without taking any risks. As the login mechanism differs slightly, we need to know if you want to connect to a Salesforce instance.
Going Live is not reversible:
Once you have configured your integration for production use (not a sandbox environment and not test mode) you cannot switch environments or reconfigure for test mode. This security mechanism is required to avoid:
- losing production data
- breaking mapped object relations between Salesforce and RaiseNow - For example, a RaiseNow subscription refers to a Salesforce recurring donation object. If you switch Salesforce instances these objects are no longer available.
Contact our support team if you want to switch to a different Salesforce instance or require a testing environment while you are already in production.