Installing Salesforce Indicators
Install Salesforce Indicators from the Salesforce.org Install page install.salesforce.org/products/indicators
After install:
Assign the Permission Set "Indicators Setup Access" to your user. See Permissions for more information on Salesforce Permissions, Permission Sets and User Visibility.
- Congratulations! Now you are ready to start setting up Salesforce Indicators for your org!
Go to the Indicators Setup App
* 1. Three step process on the tab. _* 2. Put the steps in order on the tab. _ * 3. Explain why we are doing a bundle here
-
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.
For any help or comments, please ask a question on our Trailblazer Community group