Installing Salesforce Indicators

Production or Sandbox

Install Salesforce Indicators from the Salesforce.org Install page install.salesforce.org/products/indicators

(You can find the other Open Source Commons apps there too).

Choose to install for Admins only

After install:

• Assign the Permission Set "Indicators Setup Access" to your user.
• Go to the Tab Indicators Setup
• Use the New button to add a new Indicator Bundle
• Use the New button to add a new Indicator Item, and continue to add more Items
• Use the New button to add a new Indicator Bundle Item to link the Bundle to the Item
• Optionally use the New button to add a new Indicator Item Extension to an existing Item
• Go to the Lightning Page of the Object you created the Bundle for, and drag the Indicator Bundle (in the Custom - Managed list) onto the page, then choose the Bundle to display.

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