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I ask because I when I installed the "Insights" solution in our Sandbox via O365 CRM instance picker, I installed the Solution in Sandbox but after the publishing it there, it appeared (with functionality) in our Prod instance. It sounds crazy but I did not import or Publish the "Insights" Solution to Prod.
Each FantasySalesTeam account can only be linked to a single CRM instance. Technically Sandbox is its own instance, so you could install this in your Sandbox with no risk of it appearing in other instances.
However, we suggest you not install in Sandbox and go directly to Production. First, each email address can only be registered with FST once, so anyone registered in the account linked with your Sandbox instance would not be able to be registered in Production with the same email address. Second, until a game is created and launched, your Players will have no knowledge of or interaction with the application.
Your Players will not receive any emails until you activate a game they are participants in, so you can easily set this up with your Production account and explore our application without your Players seeing anything until you are ready.
Actually, the Solutions Menu to install Preferred Vendor Solutions like FST is hidden for Sandbox Orgs. There may be a way around this - but there's no way I'm technically aware of to install a PVS into a Sandbox Org. For the reasons Jesse provided above, this should be installed into Production.
Thank you both. Your responses are very helpful.
If a fantasy sales team account can only be linked to one instance, how do we change this?
I have setup a trial account in CRM to test FST before we consider rolling it out. Once my trial expires I will need to test FST in our production environment. How do I disconnect my account and connect it to another?
Please uninstall the FantasySalesTeam solution from your Sandbox instance once you have completed testing. Then install into your Production instance. However, you will not need to register a new FST account. Go to the FST Settings Menu in the FST Dynamics App. Please enter the Service Account ID and Security Token found in the FST web app found on the Games > CRM Integration Menu. Sign in with these credentials and then click Refresh Data. This "should" connect your production instance to your FST account. But if you experience any issues regarding data flow, we may need to delete you account entirely and have you register a new one in Production. Thank you.
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