Logging Into Multiple CRM Environments

Prerequisites

Before you can log into another CRM environment, the CRM environment must be added to your DemandTools Account Information.

• A sandbox environment can be added for free by your DemandTools administrator, but if you want to add another production CRM environment, contact your Validity Account Executive at support@validity.com for pricing.
• You can add and access as many CRM environments as needed.
• DemandTools - CRM Environment Management

When your CRM environment has been added to your Account Information: 

1. Log in to DemandTools
2. Log in to your first CRM environment
3. Locate your user and CRM environment name in the upper right and click the drop down arrow
4. Click Log in to another CRM account

5. Click Log In and select your production or sandbox environment.

6. Use the credentials to login to your account or click Use Custom Domain

7. Enter your second CRM environment's domain name and confirm it is correct
8. Click Continue
9. Log in to your second CRM environment
10. Locate your user and CRM environment name in the upper right side of the page and click the drop down arrow
    • The CRM environment you are viewing is labeled "Currently Viewing"
11. To view your other CRM environment, click View this Account

12. Repeat steps 3 - 11 for each additional CRM environment

When accessing multiple CRM environments, it is a good habit to check that you are logged into and viewing the correct CRM environment prior to making changes.