When refreshing a Salesforce sandbox, it is crucial to ensure that the Exalate application remains operational. After a refresh, users have to provide the app credentials (Consumer Key and Consumer Secret); otherwise, Exalate will not operate. This security measure prevents production data leakage. There's no need to reinstall Exalate or create a new connected app post-refresh.
1. Refresh the Salesforce Sandbox
For detailed steps on refreshing your Salesforce sandbox, refer to Salesforce's official guide.
2. Update Exalate Configuration
After the sandbox refresh is complete, update the Exalate configuration by providing the Consumer Key and Consumer Secret from the connected app.
Access the Exalate Console:
- Log in to your refreshed sandbox environment.
- Navigate to the Exalate Console. You will be prompted to provide two values: Consumer Key and Consumer Secret.
Obtain Credentials from the Connected App:
- Retrieve the Consumer Key and Consumer Secret from the connected app in Salesforce.
Enter the Credentials in Exalate Console:
- Return to the Exalate Console in the sandbox.
- Paste the Consumer Key and Consumer Secret into the respective fields.
- Click the "Save" button.
For any questions or support, please contact the Exalate support team at support@exalate.com.