Test Your Integration with our Salesforce Sandbox Connection

Are you looking to validate the data flow and integration between Peoplevine and Salesforce? You can connect to our stage environment in order to test your integration.


When integrating Peoplevine to your Salesforce intsance, you may want to test the integration before going live to production.  To do this, you need to ensure you add https://stage.control.peoplevine.com as a callback URL along with https://control.peoplevine.com.  This will ensure when authenticating in our stage environment, we will route you to Salesforce's Sandbox environment to authenticate.

Once this was added to your test environment in Salesforce, go to https://stage.control.peoplevine.com, go to Integrated Platforms, then click on the Salesforce integration.  Enter the necessary keys and click to Connect.  In the stage environment we'll route you to test.salesforce.com for authenticating.  Please login with your sandbox account to then complete the authentication in Peoplevine.



Additional Help Tutorials

Find more ways to grow on PeopleVine.

Managing Transactions that are Held for Review (Authorize.Net + GoCardless

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Posted January 25, 2022

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Posted January 20, 2022

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Posted January 19, 2022

Upgrade Your Simphony POS Connection to the Latest Version

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Setup Split Payments with Authorize.net

We enabled the ability to split payments with Authorize.net whereas part of the transaction can go through the main processor and the rest through a secondary processor.

Posted December 16, 2021

When Your Event Sells Out, Add Members to a Waitlist

We setup a quick and easy solution to capture people who are interested in a sold-out event by adding themselves to a waitlist form.

Posted December 10, 2021

Automatically Create a Note Based on Live Data via Webhook

Leveraging the webhook engine, you can automatically tag notes to a CRM profile with this article.

Posted December 9, 2021

Adjust the Subscription Rate for Future Billing in a Few Clicks

Last year we built a (pandemic) feature to make it easy for you to adjust the next billing date for your members, as many of you comped them a few months. This year, we're helping you recoup and grow by enabling you to change the next billing rate.

Posted December 9, 2021

Add your Registration Number and VAT number to Invoices and Receipts

We upgraded our order receipt and transaction receipt PDFs to include an additional line that can be used for VAT purposes. We also replaced Tax with VAT for companies using GBP as the currency code.

Posted December 8, 2021

Enable a Queueing System for Popular Events

With our latest queueing engine for tickets, you can sell hot and limited quantity tickets with the assurance that you won't oversell.

Posted December 1, 2021

Add Your Members to Groups in Square

We can map your members into groups in Square by following these steps.

Posted November 24, 2021

Test Your Integration with our Salesforce Sandbox Connection

Are you looking to validate the data flow and integration between Peoplevine and Salesforce? You can connect to our stage environment in order to test your integration.

Posted November 23, 2021

Troubleshooting Why Your E-mails Go to Spam

Are your e-mails ending up in the Spam or Junk Mail folders? It's most likely due to a missing setting.

Posted November 8, 2021

Sync Your Customer Attributes with Client Tags in Sevenrooms

Sync your customer attributes captured via the member portal or application and sync with Sevenrooms for top notch hospitality.

Posted October 29, 2021

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