---
schema_version: "1"
id: badfacecd74f77b918f8ca505b9eda9291ddfc28ad2c1aacb134472aaf25f49f
title: Configure Workato in a Salesforce Spiff Sandbox
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_workato_sandboxes.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_workato_sandboxes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e9add639c49573e0fcb2992d21eff249e4c268e7f0428493f9b5ce7d348a3cbc
description: Configure Workato in a Salesforce Spiff sandbox to test data integrations before deploying changes to production. The sandbox uses your production company's Workato account, so you can copy and reuse existing recipes and connections without re-creating them from scratch.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Configure Workato in a Salesforce Spiff Sandbox

Configure Workato in a Salesforce Spiff sandbox to test data integrations before deploying changes to production. The sandbox uses your production company's Workato account, so you can copy and reuse existing recipes and connections without re-creating them from scratch.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d47981e78">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d47981e78 ">To configure Workato in a sandbox:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d47981e78 ">
              <p>Workato access</p>
              <p>AND</p>
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with these permissions turned on.</p>
              <ul>
                <li>Connectors: Edit</li>

                <li>Data Sources: Sync</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_important.png)

Important To use Workato in a sandbox, your organization must have purchased the Spiff connector in Workato and completed the initial Workato setup in your production environment. See [Set Up a Third-Party Connector in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_connector_third_party_setup.htm&release=264.0.0&type=5 "Salesforce Spiff REST API or a webhook processes all automated third-party data imported into Spiff. Send data to Spiff REST API or webhook endpoints directly or use an Integration Platform as a Service (iPaaS) tool, such as Workato. Workato provides a default Spiff connector that uses webhook endpoints for integrating third-party data with Spiff more easily. To purchase the Workato connector, contact your Salesforce account executive or sales partner. You can also use another iPaaS tool or design a custom solution.").

The Workato experience in a sandbox is identical to production. These settings are read-only in a sandbox to protect your production configuration: the notification email address and time zone on the **Webhook Settings** page, and the Workato user checkbox on user profile pages.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_important.png)

Important Adding a Workato connection for a sandbox counts against the connector limit in your Workato contract and can result in additional costs. Contact your Salesforce account executive to review your contract before getting started.

## Create a Webhook in Your Sandbox

Create a sandbox-specific webhook to generate the credentials that Workato uses to connect to your sandbox. Complete this task before you access Workato from the sandbox.

1. Switch to your sandbox environment.
2. From **Admin**, select **Settings**.
3. Scroll to the bottom of the left navigation panel and select **Webhook Settings**.
4. Click **Add Webhook**.
5. Copy the webhook ID and secret from the confirmation window.

The webhook ID and secret are the credentials used to set up the sandbox Spiff connection in Workato. If you close the confirmation window without copying these values, you can't recover them—you can only generate new tokens. See [Refresh Webhook Tokens in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_refresh_webhook_token.htm&release=264.0.0&type=5 "If you didn’t make note of the connector ID and secret for a webhook that you created in Salesforce Spiff, those credentials are permanently lost when you close the new webhook window. These credentials are required when you set up a Spiff connection in Workato. You can’t restore these credentials, but you can generate different values.").

## Access and Configure Workato from Your Sandbox

Open Workato from your sandbox, add a sandbox-specific Spiff connection, and copy recipes from your production workspace to use in the sandbox.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_important.png)

Important Complete these steps as a user with access to Workato, and make sure that you have already created a webhook in the sandbox.

1. In your sandbox environment, from **Admin**, select **Connectors** and click **Data Automation**.
    
    The Workato window opens. A warning banner indicates that you're working in a sandbox and that configuration changes can affect your production environment.
2. Review the warning banner and confirm that you want to proceed.
3. Add a Spiff connection using your sandbox credentials.
    1. Go to **Projects** | **Connections**.
    2. Search for Spiff and add the Spiff connection.
    3. Enter the webhook ID and secret that you copied when you created the webhook in your sandbox.
    4. Update the subdomain for your region.
        
        - If you're in the US, use us1.
        - If you're in the EU, use eu1.
4. Copy recipes from your production workspace and configure them to use the new sandbox connection.
    1. Go to **Data Automation** | **Recipes**.
    2. Copy the recipes that you want to use in the sandbox.
    3. In each copied recipe, update the Spiff connection to use the sandbox connection you created.