To configure Panaya ForeSight to work with your SFDC organizations:
Click the Settings button
to open the Configuration page.
In the Salesforce section, select Manage Authentication.
Verify that pop-ups are enabled in your browser.
This is where you can manage your Sandbox and Production organizations.
For the Sandbox Organization
Enter the relevant Salesforce organization login URL and click Authenticate. You can also use the default login http://test.salesforce.com.
Enter the login credentials for a Salesforce user who has been granted the required user permissions for metadata extraction. The Salesforce user must have a Salesforce user type license. An API integration license is not valid.
Good to Know!
If you have completed migration to Enhanced Domains, use this format for your Sandbox organization:
MyDomainName--SandboxName.sandbox.my.salesforce.comIn your organization Setup, check the OAuth and OpenID Connect Flows options.
The setting Require Proof Key for Code Exchange Extension for Supported Authorization Flows should be set to Off.
Good to Know!
If you want to extract metadata only from your Production organization, you can enter the relevant Salesforce login URL in the Sandbox Organization, or use the default login http://login.salesforce.com.
For the Production Organization
Select the checkboxes for the type of information you want to collect. Then enter the relevant Salesforce organization login URL and click Authenticate. You can also use the default login http://login.salesforce.com.
Enter the login credentials for a Salesforce user who has been granted the required user permissions for metadata extraction. The Salesforce user must have a Salesforce user type license. An API integration license is not valid.
Good to Know!
If you have completed migration to Enhanced Domains, use this format for your Production organization:
MyDomainName.my.salesforce.com
- Usage Information
Select this option to retrieve and set the usage levels for certain component types. - Components maintained in Production
Select this option to retrieve metadata for component types if their Last Modified Date is later than the same component in the Sandbox. Panaya retrieves Reports, Dashboards, Page Layouts, and Mini Page Layouts from your Production organization if their last update date is newer in Production than in the Sandbox.
Good to Know!
Check this explanation to understand how this checkbox affects the behavior of the Org Overview Dashboard.
The Components maintained in Production checkbox is also required for the Change Notifications comparison between Sandbox and Production organizations.
Important!
If either checkbox is selected but the Production organization is not authenticated, no usage or metadata information will be retrieved from Production.
In the SFDC pop-up, enter the username and password. The user must be assigned the required privileges.
Learn how to check whether your Salesforce user has the minimum privileges required for extraction.
Could not authenticate your organization? Read this article about fixing usage authentication validation.
Scheduling the Extractions
Good to Know!
Use the Schedule Automation section to define automatic code extraction on selected days. The extraction will be uploaded to Panaya during off-hours defined by your Panaya Customer Success Manager.
Organizations Interface
Select the default Salesforce interface to open when you choose View in Salesforce.
Change Notifications
If you have Change Notifications enabled in your subscription, follow these instructions to configure it.