generated: '2026-08-14'
method: searched
source: https://support.revenue.io/administration/managing-salesforce-configurations-and-settings/create-or-update-a-revenueio-sandbox/
name: RingDNA / Revenue.io Sandbox
description: >-
  Revenue.io does provide a real test environment, but it is not a developer
  sandbox with test keys and magic values - it is a paired Revenue.io account
  bound to a customer's Salesforce sandbox org. There is no test-vs-live key
  prefix, no test card or magic identifier set, and no time simulation. Access is
  customer-only: a sandbox is created by logging into the Chrome extension with
  Salesforce sandbox credentials, which means an unauthenticated developer cannot
  reach one.

model: paired-salesforce-sandbox
self_service: partial
public_access: false
cost: >-
  No additional charge. Sandbox licenses are provisioned free by Support, capped
  at the number allocated to the production account.

separation:
  mechanism: connection-mode-selector
  description: >-
    The RingDNA Chrome extension exposes a connection method selector; choosing
    "Sandbox" instead of the default "Production" at login is what routes the
    session to the sandbox environment.
  key_prefixes: []
  key_prefix_note: >-
    Revenue.io publishes no test/live API key prefix scheme. The Guided Selling
    API Key and Secret are bound to a Salesforce Organization ID, and the sandbox
    org has its own Org ID, so environment separation is by Org ID rather than by
    credential prefix.

creation:
  steps:
    - Install the "RingDNA by Revenue.io" Chrome Extension.
    - Click the extension icon in Chrome and open RingDNA.
    - Before logging in, select "Sandbox" as the connection method instead of "Production".
    - Log in with Salesforce sandbox credentials. If the sandbox uses SSO, click "Use Custom Domain" and enter the sandbox Custom Domain.
    - Input a US or Canadian area code to be allocated a Smart Number to test with.
    - On first successful login the Revenue.io Sandbox is created; manage settings in the Admin Console.
  isolation_note: >-
    Settings and users do NOT map over from the production account. Revenue.io
    Sandboxes are effectively new, empty instances.

test_resources:
  - name: Sandbox Smart Number
    kind: allocated-phone-number
    description: >-
      A real phone number allocated to the sandbox on first login, selected by
      supplying a US or Canadian area code. This is the closest thing Revenue.io
      publishes to a test fixture - it is provisioned, not a published magic value.
    published_values: []
  - name: Sandbox user licenses
    kind: provisioned-seats
    description: >-
      Additional sandbox users (reps, admins) are provisioned by Revenue.io
      Support at no additional cost, capped at the production seat count.

refresh_handling:
  description: >-
    Refreshing the Salesforce org can change the OrgID and UserID, which breaks
    the link between the Salesforce sandbox and the Revenue.io sandbox.
  remediation: >-
    Provide Revenue.io Support with the new OrgID and UserID so the sandbox is
    re-linked. For Guided Selling specifically, a partial-copy sandbox refresh can
    change the Organization ID and invalidate the API Key/Secret, producing an
    "Uh Oh! License required." message; Support must update the Salesforce
    Organization ID on the Revenue.io account.
  required_info:
    - New Salesforce Organization ID (e.g. 00D600...)
    - RingDNA Account ID (from the Account Overview page in the sandbox account)
  docs: https://support.revenue.io/guided-selling/salesforce-administration/installation-and-setup/setup-api-credentials/

notification_testing:
  description: >-
    Conversation AI and Moments notifications can be test-triggered from the
    product, including in a non-default language.
  docs:
    - https://support.revenue.io/conversation-ai/troubleshooting/how-to-test-trigger-a-notification/
    - https://support.revenue.io/conversation-ai/troubleshooting/how-to-test-a-notification-in-a-different-language/

not_available:
  - No public sandbox, demo tenant, or API playground reachable without a Salesforce org and a Revenue.io license.
  - No test card numbers, test bank accounts, or magic test identifiers (not a payments API).
  - No test clocks or time simulation.
  - No fixture/trigger CLI or seeding tooling.
  - No sandbox for the MCP server at https://app.ringdna.com/mcp - it authenticates against a live tenant.