Installing Salesforce Indicators

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KVilcinor edited this page Oct 31, 2023 · 45 revisions

Production or Sandbox

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.

Go to the Indicators Setup App

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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