Note: If you want to install the Vidyard app into your Sandbox Salesforce instance, complete these steps first, then Connect Vidyard to Salesforce.
Steps to install the sandbox package
If you are installing the Vidyard for Salesforce app in a Salesforce Sandbox, you'll need to install both the Vidyard for Salesforce sandbox package AND the production package through the AppExchange.
To install Sandbox, complete the following steps:
- Contact Vidyard to enable your account for sandbox testing.
- Navigate to the Vidyard sandbox application package.
- Click Continue.
- To approve package API access, click Next.
- Click Install.
- Complete the steps in the Connect Vidyard to Salesforce article (especially Part 1, the step to install the Vidyard production package).