As I continue to learn Ruby I thought it would be prudent for me to start working on a RoR app. That being since yet to be classified as an expert in this type of development...it is definitely best to work on this app in the Salesforce sandbox. The sandbox allows you to create copies of your environments for development, testing and training, without compromising the data and apps in your production environment. In this post we will go over the multitude of problems people face in order to access the sandbox to test and develop the application.
To start you need to be aware that you won't be able to login from https://login.salesforce.com that's only for production. The correct move is to use the sandbox instance https://test.salesforce.com (or https://cs1.salesforce.com, https://cs2.salesforce.com, etc.). It should be clear that email@domain.com is your regular username, but the "sandbox" part is the actual name of your sandbox. So if you named your sandbox as "sandbox" you would login as joey@example.com.sandbox. If your user account was established after the sandbox was created then it won't be present. A simple sandbox refresh will add your account into the sandbox. This is a pretty common error.
If for some reason that does not work you may be trying to access the incorrect sandbox. Go to the production organization where you can login. Navigate to 'Setup', then 'Data Management', then 'Sandbox' and then click the 'Login' button next to the sandbox you wish you login to.
Another common problem users face is the situation when you are able to use your production password to log into the sandbox...but cannot use it to hook up to the API. As a standard Salesforce trusts users that come through the web UI. However in order to log in to the API, you will need to append an extra bit of user information to your password aka your Security Token.
You can reset this by going to 'Setup', then 'My Personal Information', then finally 'Reset MY Security Token'.
The token will get emailed to you - it will be some obscure alpha-numeric token. Copy this and paste it to the end of your password. For example if your password was 'awesome', and the token was XYZ987xyz, the credentials to pass through would be:
Login: email@domain.com.sandbox
Password: awesomeXYZ987xyz
Now go ahead and make as many mistakes as you like...I do it all the time.
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