DemandTools CRM Environment Management allows you to review and edit your associated environments, or add new Sandbox environments. To add production environments to your Validity Account, please contact your AE or firstname.lastname@example.org.
To manage your CRM Environments, follow these steps:
- Go to my.validity.com and log in to your account by selecting Log In in the upper right corner.
- Enter your credentials and select LOG IN.
- From your account in the upper right, select CRM Environments. The CRM Environments page opens. Here, you can see which production CRM org is part of your account.
**You need to be an admin of this Validity account to be able to see the CRM Environments.
- Select Add Sandbox to add a sandbox environment to your account and enter the information for the sandbox.
**If you have an active subscription, you will only be able to add a sandbox org and only see the Add Sandbox option; contact email@example.com if you need to add a production org. If you are using a trial version of DemandTools, you will be able to add production and sandbox orgs.
- Your sandbox environment is now listed.