Dash Implementation and Testing Overview
Engagio Dash is a 100% native Salesforce app and you should consult your organization's process for implementation of a new AppExchange app into Salesforce.
Generally, we recommend the following two-step process:
- Sandbox: Deploy, customize and test configurations in the sandbox.
- Production: Deploy finalized configuration settings, fill-in retroactive data and review reports/dashboards.
Often organizations require an additional step of "User Acceptance Testing (UAT) in a full sandbox but that really depends on an organization's level of customizations and internal processes.
The retroactive data update involves making use of your existing historical Salesforce data to capture the historical performance of your marketing/sales activities and therefore can only be implemented and tested in a Salesforce environment with existing data.