Reconfigure Salesforce connection after sandbox refresh

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A Salesforce sandbox refresh will impact your Fullcast connection and settings. After the refresh, you'll need to manually reconfigure the application to ensure it works correctly. Review these settings to ensure the connection is established properly.

  1. Connected app in Salesforce: In Salesforce setup, find the Fullcast Motion Module connected app and confirm that the settings are correct. If you cannot locate the connected app, you may need to recreate it.

  2. Tenant ID in custom metadata: In Salesforce setup, navigate to Custom Metadata Settings > Fullcast Setting and check the Tenant ID.

  3. Connected app authentication in Fullcast: In Fullcast navigate to Settings > Policies and fill in the Instance URL, Consumer Key, and Consumer Secret. Then authorize them to re-establish the connection.

  4. Database connection: Contact your CSM or Fullcast Customer Support to establish the integration layer connection.

  5. Import Job: Run a full import job to confirm the connection is successful and update the data in Fullcast.

Once this is complete, you should be able to resume sandbox work, such as testing routing policies.