- Initial Installation
How to Install Dash 2 min
Granting Support Login Access
- Configuring Dash
Initial Configuration of Engagio Dash 1 min
Dash Out of the Box (Minutes) 4 min
Customizing Configuration Record & Adding New Account Stages 7 min
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Installation and Configuration
Take these critical steps in getting your Dash instance installed, configured, and setup to set sail.
What You’ll Learn:
- Understand how to install Dash into your Salesforce environment.
- Complete the initial configuration of Dash.
- Know what the Default settings for Dash are out of the box.
- Customize the Dash configuration record to be more custom to your organization.
- How to add custom account stages to Dash.
Who Should Take This Course:
This course is designed for administrators who are looking to install and configure Dash.
4 short video tutorials and roughly 15 mins.
Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view: