Sandbox

Let's get Oriented

Marketscape CRM is a feature rich tool that allows you to accomplish numerous critical daily tasks from the convenience of your phone or using many features available on you desktop. In order to orient individual users, trainers, managers, and teams into the magic, Trella Health created the Sandbox for Marketscape CRM.

Nothing you do in the Sandbox will result in any changes to your "live" version of Marketscape CRM. This is a wide open land of adventure where you can't break anything, but you can learn how Marketscape CRM works in detail.

In this article

• Value
• Morphing to the CRM Sandbox
• Sandbox Refresh
• Included features/pages
• Excluded features

Value

At the core, the CRM Sandbox allows users to learn, explore, and experiment in a virtual environment that doesn't interfere with actual operations or put your live data in jeopardy.

Explore in a realistic product experience

• Enable users to navigate and interact with the product as they would in their live environment 

Reduce Risk

• Experiment, test, and collaborate in a controlled sandbox

Support first-time users

• Empower new team members to familiarize themselves with the product and build confidence, risk-free

Promote continuous learning

• Refine skills and stay updated on product enhancements through ongoing trainings in the sandbox

Morphing to the CRM Sandbox

You can open the Sandbox any time you are logged in to Marketscape CRM.

Marketscape CRM Web
Click on the Profile Settings button at the top right of any page in Marketscape CRM
Click on "Morph to Sandbox"   That's it... you're in!
Marketscape CRM Mobile
To open the Sandbox on Marketscape Mobile, click on the icon at the top left of any page.   The main menu will open. Scroll down to the option "Morph to Sandbox." (No image to show.)

Sandbox Refresh

In order to make your sandbox experience as realistic as possible, the data included in the sandbox are updated weekly, over the weekend. The update draws from the active environment, that is, from the data in your version of Marketscape CRM. In this way, any training or exploration in the sandbox will closely reflect what your users will see in the live environment.

This refresh will happen only once per week, and is scheduled to occur automatically on the weekend. An email indicating that the data refresh has taken place will be sent to pre-determined recipients in your company.

There is no process in place to perform a manual refresh of the sandbox.

Included features

The following pages are available in the CRM Sandbox.

• Accounts - includes assignments (making assignments in the Sandbox are not reflected in your live environment)
• Contacts - includes assignments (making assignments in the Sandbox are not reflected in your live environment)
• Market Spotlight
• Referrals/Orders - These are stripped of all PHI
• Roles
• Settings
• Territories
• Users

Excluded Features

Some features are disabled in the sandbox so that the live environment is not changed by sandbox use. The bulleted list below includes some of the most used Marketscape CRM features not active in the CRM Sandbox

• Direct Navigation to Marketscape Insights
• Assign Anywhere
• Sending scheduled reports via email
• Header App Switch
• Most importantly, there is no PHI in the sandbox