Supporting Engage and CRM Desktop Sandbox Releases

  • Browser (Classic, Lightning)
  • CRM Desktop (Mac, Windows)
  • iPad

Engage and Veeva CRM on Desktop features are available in sandbox orgs before production releases to allow admins to test upcoming Engage and Veeva CRM on Desktop functionality.

To use the Engage Sandbox, create a support ticket with the list of CRM sandbox orgs to link to the Engage Sandbox.

To allow users to test Engage functionality, admins can assign Engage licenses to test users once the sandbox org is linked to the Engage Sandbox and existing Engage groups are recreated. Engage licenses are not required to test Veeva CRM on Desktop functionality.

Previously created meetings and groups are not available once the org is linked to the Engage sandbox. Existing Engage groups must be recreated.

When the org is linked to the Engage sandbox, existing Engage data is maintained. However, Engage Post-Processing errors may occur when processing data prior to linking the sandbox. Veeva recommends removing meeting data prior to linking the sandbox when using Engage Post Processing in the sandbox org.

Refreshing sandbox orgs relinks the org to Engage production. Production CRM orgs cannot be linked to the Engage sandbox.

Prerequisites

  • Orgs and clients must upgrade to 221.3.200 or later in order to connect to the Engage sandbox

Using the Engage Sandbox

The Engage sandbox is compatible with all attendee apps, as well as the Engage Speaker App, without additional configuration or installation. Attendees joining Engage meetings via an attendee link generated from an org linked to the Engage sandbox automatically have access to sandbox functionality. Sandbox links contain sbx as part of the URL.

If the App Store version of CRM is installed, users must use the TestFlight version of the application to test sandbox functionality.

Automatically Upgrading Veeva CRM on Desktop from Sandbox to Production

To upgrade from the sandbox version to the next production version of Veeva CRM on Desktop, submit a support ticket to link your org to the Engage Sandbox. When the next production version of the app is available, Veeva CRM on Desktop upgrades automatically to the next production version.

CRM Desktop (Mac) users must have the 22R2.1 version of the app to receive automatic upgrades.

Downgrading Veeva CRM on Desktop from Sandbox to Production

To downgrade from the sandbox version to the previous production version of Veeva CRM on Desktop:

  1. Submit a support ticket to link your org to Engage production.
  2. Log out of the sandbox version of Veeva CRM on Desktop .
  3. Uninstall the app.
  4. Download and install Veeva CRM on Desktop manually from your org linked to Engage production. This installs the previous production version of the app.