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.
  • Default settings for Dash are out of the box.
  • Customize the Dash configuration record to be more custom to your organization.
  • Turn Dash On/Off

Who Should Take This Course:

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

 

Time Expectations:

6 short video tutorials and roughly 22 mins. 

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum22 min

  • Initial Installation
  • How to Install Dash 2 min
  • Granting Support Login Access
  • Configuring Dash
  • Initial Configuration of Engagio Dash 0 min
  • Dash Out of the Box (Minutes) 3 min
  • Dash Out of the Box (Campaigns) 4 min
  • Customizing Configuration Record (Minutes) 5 min
  • Customizing Configuration Record (Campaigns) 5 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.
  • Default settings for Dash are out of the box.
  • Customize the Dash configuration record to be more custom to your organization.
  • Turn Dash On/Off

Who Should Take This Course:

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

 

Time Expectations:

6 short video tutorials and roughly 22 mins. 

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum22 min

  • Initial Installation
  • How to Install Dash 2 min
  • Granting Support Login Access
  • Configuring Dash
  • Initial Configuration of Engagio Dash 0 min
  • Dash Out of the Box (Minutes) 3 min
  • Dash Out of the Box (Campaigns) 4 min
  • Customizing Configuration Record (Minutes) 5 min
  • Customizing Configuration Record (Campaigns) 5 min
  • Feedback
  • Tell Us What You Think