This article will take you through the steps you to need to take to update a sandbox from production with NativeCloud installed. Additionally, we've included some troubleshooting steps at the bottom if you're encountering any issues with making submissions, or publishing forms after the setup.
Note - Follow the instructions on the Add a Managed Sandbox article in order to configure your new sandbox as a managed org.
NativeCloud Setup
Once the NativeCloud license has been activated, navigate to Setup > Custom Settings > Manage Token information
Click Edit, and if checked, uncheck "Is Native Setup Done" and then hit save.
Navigate to the Formstack application in your Sandbox org and then refresh the home page of the Formstack App. As example, this can be found on the app launcher.
Follow the instructions in the on-screen Setup Wizard.
Troubleshooting
If after having followed the Setup Wizard, you are unable to make submissions, or publish forms, check the following:
1. Navigate to Setup > Sites
Ensure your Force.com site is Active:
2. Navigate to Site > [Name of Site/Site Label] > Public Access Settings > Assigned Users > [User Name]
Check to ensure the user is active, and has NativeCloud permissions assigned to them:
3. Navigate to Setup > Custom Settings > "Manage" next to Formstack Auth > "Edit" next to FormstackNativeApp"
Check to Ensure the "Environment" is set to PROD, and the "Instance URL" matches your Salesforce instance URL domain
4. Ensure the "Site URL" (in FormstackNativeApp) matches your Force.com site URL (including path)
5. Navigate to Setup > Custom Settings > Manage Formstack Site Information
Ensure the "Environment" is set to "Prod" and the "Site URL" matches your Force.com Site URL:
6. Navigate to Setup > Permission Sets > Formstack Permissions > Manage Assignments
Ensure that your administrators (anyone who will be building forms) has the Formstack Permission Set Assigned to them.
7. Navigate to Setup > Remote Site Settings
Ensure that the following Highlighted Remote Sites appear in your list: