Installation and Configuration

Installation and Configuration

Take these critical steps in getting your Dash instance installed, configured, and setup to set sail.

About this course

What You’ll Learn:

  • Understand how to install Dash into your Salesforce environment.
  • Complete the initial configuration of Dash & the Journey Builders.
  • Know what the Default settings for Dash are out of the box.
  • Customize the Dash Journey Builders to be more custom for your organization.

Who Should Take This Course:

This course is designed for administrators who are looking to install and configure Dash.

 

Time Expectations:

8 short video tutorials and roughly 30 mins.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site.

Curriculum30 min

  • Initial Installation
  • How to Install Dash 2 min
  • Create Default Jobs, Settings, & Configuration Record 1 min
  • Granting Support Login Access
  • Configuring Dash (Dash2Web)
  • Opportunity & Person Journey Builders 3 min
  • Out of the Box Opportunity Journey Stages 1 min
  • Out of the Box Person Journey Stages 5 min
  • Dash Settings & Dash Attribution Configuration 4 min
  • Configuring Dash (Non-Dash2Web)
  • Dash Out of the Box Configuration 4 min
  • Customizing Configuration Record & Adding New Account Stages 7 min
  • Feedback
  • Tell Us What You Think

About this course

What You’ll Learn:

  • Understand how to install Dash into your Salesforce environment.
  • Complete the initial configuration of Dash & the Journey Builders.
  • Know what the Default settings for Dash are out of the box.
  • Customize the Dash Journey Builders to be more custom for your organization.

Who Should Take This Course:

This course is designed for administrators who are looking to install and configure Dash.

 

Time Expectations:

8 short video tutorials and roughly 30 mins.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site.

Curriculum30 min

  • Initial Installation
  • How to Install Dash 2 min
  • Create Default Jobs, Settings, & Configuration Record 1 min
  • Granting Support Login Access
  • Configuring Dash (Dash2Web)
  • Opportunity & Person Journey Builders 3 min
  • Out of the Box Opportunity Journey Stages 1 min
  • Out of the Box Person Journey Stages 5 min
  • Dash Settings & Dash Attribution Configuration 4 min
  • Configuring Dash (Non-Dash2Web)
  • Dash Out of the Box Configuration 4 min
  • Customizing Configuration Record & Adding New Account Stages 7 min
  • Feedback
  • Tell Us What You Think