- 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
Tell Us What You Think
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.
- 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.
6 short video tutorials and roughly 22 mins.
Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view: