How Do I Install the Managed Package in a Salesforce Sandbox?

Last updated: November 12, 2026

A Salesforce Sandbox install is a dry run of the Managed Package before you go live. Nothing built in a Sandbox, including metrics and settings, can be moved to production afterward.

Required permissions:

  • The Integrations: Edit permission is required to set up the Salesforce integration in your Ambition Sandbox.

  • A Salesforce System Administrator license on Professional, Enterprise, Performance, or Unlimited Edition is required to install the package.

Request Sandbox Access

  1. If your organization does not already have an Ambition sandbox, email GetHelp@Ambition.com to request one.

Authorize Your Salesforce Sandbox

  1. Log in to your organization's Ambition Sandbox.

  2. Navigate to Admin --> Data --> Integrations.

  3. On the Available tab, find the Salesforce integration and click on Enable.

  4. In the side menu, click on Authorize / Install.

  5. Click on Authorize and log in with your Salesforce Sandbox credentials.

Install and Set Up the Package

  1. Click on Install App. Salesforce will open.

  2. Click on Download for Sandbox.

  3. Choose Install for Admins Only as the security level and click on Install.

  4. Check the Yes, grant access to these third-party websites box and click on Continue.

  5. When the install finishes, return to Authorize / Install and click on Set Up App.

Note:

  • The Sandbox install is for testing only. Metrics and settings built there can't be transferred to your production instance.

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