Learn how to install and set up Cooby in your Salesforce Sandbox for testing before moving to production. Please note that Salesforce System Administrator permission is required for this setup.

Connect to Salesforce

1. From the integration center of your Cooby Workspace. Click on Salesforce.

2. Click Connect to Salesforce Sandbox. You can later reconnect to the production version by disconnecting from your Sandbox connection.

3. You’ll be redirected to the Salesforce AppExchange page. Click Try It and proceed with the installation.

4. When prompted: Choose Install for All Users **→ Check **Yes, grant access to these third-party websites **→ Click **Continue to begin installation
5. Wait until Salesforce displays the success message, or check progress under Setup → Installed Packages
6. Return to your Cooby Admin Setup page to verify that the connection status shows Connected (Sandbox)
7. Go back to your Cooby Workspace → Integration Center to complete the remaining setup steps.

Troubleshooting Salesforce Sandbox connection issues

If you are unable to connect Cooby to your Salesforce Sandbox, the issue may be caused by an expired or invalid OAuth grant. This can happen if Salesforce settings were modified or if the app was reinstalled.

Steps to fix the issue

1. In Salesforce, go to Setup → App Manager.
2. Find Cooby Connect, then click Manage.
3. Under OAuth Policies, update Permitted Users to All users may self-authorize.
4. Go to Setup → Apps → Connected Apps OAuth Usage, and remove the record for “Cooby Connect”.
5. Go back to your Cooby Workspace Integration Center, click Disconnect, then reconnect to Salesforce Sandbox.

We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your Salesforce integration, kindly email us at support@cooby.co 💜

Updated on: 28/10/2025