OrgMate

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Connect your sandbox

Connect a Salesforce sandbox

Connect a sandbox so OrgMate can understand its structure and prepare your first org-specific assessment.

  • Sandbox onlyProduction orgs cannot be connected.
  • Metadata onlyOrgMate does not request or retrieve Salesforce business-record data.
  • No changes to your orgOrgMate never writes to the connected org.

What happens next

You'll continue to Salesforce and sign in to the sandbox you want to connect. Salesforce will then ask you to approve OrgMate's access.

Salesforce may show a standard security notice during approval. This is expected for API-based connections.

Learn more about access and security

Sign in with an account that can approve access to the sandbox you want to connect.