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Trying to integrate Wealth Engine with Sandbox, but we are experiencing issues when it comes to the mismatched email addresses. My Salesforce email address matches my Wealth Engine login, but these two do not match (as is standard) my Sandbox login. Has anyone experienced this issue before and have any guidance on how to reconcile? Would like to test in Sandbox before using in Salesforce.
2 个回答
  1. 2019年7月22日 14:00

    Hi @Beau Westbrook​ . I believe your WE username has to match the user email address. In this case your sandbox email address should match your WE username. You can have the same email address in both - production or Sandbox. If you still have issues, WE support has been very helpful. Hope this helps.

    Maida

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