Installing Salesforce Indicators

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.

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!

Next Steps

[Setup Salesforce Indicators]

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.

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