Sometimes you may need to test the Vidyard for Salesforce integration in your company's sandbox environment before using it in your live production account.
Here's what you need to know to get the integration up and running in your test environment.
Step 1: Set up the integration in your sandbox
- Follow the instructions to set up the integration with Vidyard, same as you would for a Salesforce production account.
- When you select Get it Now for Vidyard in the Salesforce AppExchange, make sure you choose the option to Install in Sandbox.
- Continue to follow and complete the instructions in the integration set up article
Step 2: Install the Vidyard sandbox app package
Once the integration has been fully set up in your sandbox account, you will also need to install our sandbox-specific app package. This sandbox app package is required in addition to production package installed in step 1.
Both the product and sandbox app packages are needed to test the integration with your sandbox account.
Step 3: let us know when you're ready to test
Once you've completed steps 1 & 2, let your contact at Vidyard know that you're ready to test the integration (either your Customer Success Manager or a Support Specialist).
We will need to configure a setting for your integration on our end before data can begin to flow into your sandbox environment. Similarly, when you're ready to move over to use your production account, we'll need to change the integration setting again.