Testing Veeva Engage in Sandboxes

  • Browser (Classic, Lightning)
  • iPhone
  • Android

Admins can test Veeva Engage features in a sandbox org, including joining Engage meetings, by downloading one of the following Veeva Engage mobile apps, or by accessing the Engage Web Client:

This enables admins to test new Engage features and review data in a separate environment that does not affect the corresponding production org.

Admins can test Veeva Engage in sandboxes while being signed in or while being signed out of Veeva Engage.

Testing Without Signing in

To test Veeva Engage in sandboxes without signing in:

  1. Select the appropriate Engage meeting link from the meeting invitation to display the Meeting Registration screen.
  2. Enter the appropriate First and Last Name.
  3. Select Join Meeting.

Testing on mobile devices requires the Veeva Engage app. If the admin selects an Engage link in CRM and does not have the app installed, a landing page prompts them to install the app.

Testing functionality on the Engage Speaker App on Windows requires joining via a sandbox meeting link and installing the app. A landing page prompts users to install and open the app.

Testing While Signed into Veeva Engage

To test Veeva Engage while signed in, select the appropriate Engage link from the sandbox CRM org to either open the app or launch the web client and join the meeting.

Admins cannot be signed into Veeva Engage production on the mobile app when testing sandbox meeting links. If admins select a sandbox Engage link while signed into Veeva Engage production, a message displays informing them they must sign into the app with a sandbox email address.

If admins have not already done so, they must sign up for sandbox Veeva Engage on the appropriate platform using one of the two following processes.

Signing up and Signing in on the Mobile App

To sign up for testing sandbox Engage features on the mobile app:

  1. Install the appropriate Engage app from the Apple App Store or Google Play Store.
  2. Launch the app.
  3. Select Sign Up or Sign In.
  4. Enter the appropriate email address and add .app-sbxto the end.

    For example, if the email address is your.name@mail.com, enter your.name@mail.com.app-sbx for the email address.

    If .app-sbx is not added to the end of the email address, the user will be signed into the production environment rather and will not be able to test sandbox Engage links.

  5. Select Continue.
  6. Navigate to the entered email address’s inbox to retrieve the 6-digit verification code. This email will have a subject line of Veeva Engage Email Verification and a sender of Veeva Engage (SANDBOX).
  7. Navigate back to the Engage Web Client.
  8. Enter the 6-digit verification code and select Verify. If the entered email address was previously signed up for Engage, the app’s Home tab displays.
  9. Enter the appropriate First and Last Names. This step is only required when first signing up for Engage
  10. Select Create Account. This step is only required when first signing up for Engage. Once the account is created, the app’s Home tab displays.

Signing up and Signing in on the Web Client

To sign up for testing sandbox Engage features on the Engage Web Client:

  1. Navigate to https://sandbox.veevaengage.com.
  2. Select Sign Up or Sign In.

  3. Enter the appropriate email address.

    Unlike signing up on the mobile app, do not add .app-sbx to the end of the email address.

  4. Select Continue.
  5. Open a new tab.
  6. Navigate to the entered email address’s inbox to retrieve the 6-digit verification code. This email will have a subject line of Veeva Engage Email Verification and a sender of Veeva Engage (SANDBOX).
  7. Navigate back to the Engage Web Client.
  8. Enter the 6-digit verification code and select Verify. If the entered email address was previously signed up for Engage, the app’s Home tab displays.
  9. Enter the appropriate First and Last Names. This step is only required when first signing up for Engage
  10. Select Create Account. This step is only required when first signing up for Engage. Once the account is created, the app’s Home tab displays.

Checking the Environment of Veeva Engage

The Veeva Engage sandbox environment has an identical UI to the production environment. Admins can check the current environment via one of the following methods:

  • On the mobile app, navigate to the bottom of the Me tab. If the environment is a sandbox, it displays sandbox.veevaengage.com beneath the version number.

  • On the web client, if the environment is a sandbox, the URL displays sandbox.veevaengage.com