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.

For any help or comments, please ask a question on our Trailblazer Community Group Page

Development and Testing Install

Only use this if you want to test an upcoming feature in a sandbox or scratch org. You can download directly from the repo into VSCode and deploy from there, or use this Button to deploy a specific branch to your Salesforce org. Be sure to enter main as the branch name or it will deploy the old "master" branch as default.

The Component will be installed as a custom component, which you can modify if needed. If there are any updates, it is up to you to deploy the changes (in other words, it is not a managed package).

• If deploying to a scratch org, remember to select the "Deploy to Sandbox" option.
• Assign the Permission Set "Indicators Setup Access" to your user.
• Set up the Metadata as needed
• Go to the Lightning Page and drag the Indicator bundle onto the page, then choose a Bundle.
• If you need to uninstall, you need to remove the component and code manually.