Adding a Custom Endpoint
To access a sandbox when using the API login page, a custom endpoint must be specified AND the Use Custom Endpoint box must be checked.
To add a custom endpoint click on Proxy / Endpoint Setup in the upper right hand corner of the API login window.
The custom endpoint is the Salesforce API URL (https address) for the sandbox.
- Login to the sandbox instance of Salesforce
- Click on:
- Setup
- Develop
- API
- Generate the Partner WSDL
- At the end of the WSDL locate a "soap:address location" URL that is similar to: https://test.salesforce.com/services/Soap/u/42.0
- Copy the URL (it is case sensitive)
- Launch DemandTools (login screen)
- Click Proxy Setup (version 2.5) or Proxy /Endpoint Setup (version 2.6) in the upper right
- Paste the URL in the Custom Endpoint box, check Use Custom Endpoint, and click OK
- Restart DemandTools
- Login using the sandbox instance credentials
NOTE: A warning will be generated notifying the user if the API version specified in the endpoint does NOT match the current API on which DemandTools was built. Earlier or later API's can typically be used but, occasionally problems may arise, therefore it is best to have the API in the custom endpoint match the API version on which DemandTools was built.
THIS IS JUST A WARNING. Users should attempt to login and access the modules with the API version in the endpoint and ONLY need to change to the API version noted in the warning if errors occur (e.g. "error accessing data").
When logging into production, DemandTools will always use the API that it was compiled with. Therefore, this is only an issue when overriding the standard API with a custom endpoint to access the Sandbox.