How to reconnect your Salesforce sandbox to Outreach after a refresh

Created by Michelle Chaichana, Modified on Mon, 9 Feb at 11:01 PM by Alsabana Sahubarali

Objective

Reconnect your Salesforce sandbox instance to Outreach after you've refreshed your sandbox instance in Salesforce

Applies To

  • Outreach admins
  • Outreach sandbox orgs

Procedure

  1. From your Outreach production instance, go to Administration > Integrations > CRM
  2. Click the three dots (...) in the top right, then 'Export CRM sync configuration' (this file contains all your field mappings and your Salesforce URL)
    Image 2025-06-26 at 12.29.54 PM
  3. Open the downloaded JSON file, and in the "ProviderBaseURL" field, update the URL to your new Salesforce sandbox URL and save the file:
    plugin_configuration (1) 2025-06-26 at 12.34.44 PM.json - Notepad
  4. Access your Outreach sandbox and go to Administration > Integrations > CRM
  5. Click the three dots (...), select "Import CRM sync configuration" and follow the prompts on screen to upload the updated JSON file
    Image 2025-06-26 at 12.47.02 PM
  6. Once complete, click the three dots (...), select 'Reconnect', and follow prompts on screen to login to your Salesforce instance
    Image 2025-06-26 at 12.39.48 PM

Additional Information

Refresh Your Salesforce Sandbox

 

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