What action should be avoided when downloading an AppExchange dashboard?

When downloading an AppExchange dashboard, it is crucial to avoid installing the dashboard immediately into your production instance. This approach can lead to several issues. By jumping straight into the installation in a production environment without prior testing or evaluation, you risk introducing potential bugs or conflicts with existing configurations, which could disrupt your users’ workflow. It is always best practice to test and evaluate new functionalities in a controlled environment, such as a developer or sandbox org, before deploying them in production. This ensures that you can identify any customization needs or performance aspects that might affect the broader system and allows for adjustments to be made without impacting actual business operations.

The other provided actions either support user learning and adaptation to new tools or involve responsible management of resources. Engaging in training sessions can enhance user competency and confidence, while testing in a developer org enables you to properly assess the dashboard's performance and fit within your existing framework before considering a production installation. Deleting dashboards that do not meet your needs can also be a sensible option to keep your workspace organized and focused on relevant tools.