Install Salesforce Indicators
Salesforce Indicators Appexchange Page
- Click Get It Now on the Appexchange page.
- Install the latest version of the managed package from the Install Page.
- See the Release Notes for the updates included in the latest version.
Using Metadeploy to Install
Salesforce Indicators is a managed package and has been security reviewed by Salesforce. Installation, along with many other great Salesforce.org Open Source Commons applications, is done through Salesforce.org’s MetaDeploy installer.
- On the Metadeploy page, log into your org. You will be asked to give the Metadeploy tool access to your org. This is necessary for installation.
- Click the Install Salesforce Indicators - View Details button.
- You will be presented with multiple options:
- For Production Orgs we recommend to not install Samples, Layouts, and Training Bundles
- For Developer Orgs, Trial Orgs, Scratch Orgs, or Trailhead Playground Orgs, we recommend to install Samples, Layouts and Tranining Bundles
- Click Install
- Confirm the Product Terms of Use and Licences around the use of the Open Source licence.
- The install will begin, you can expand the Steps section to see the progress of the Install.
- When the Installation is successful, click View Org to open your org.
As with all managed packages, the installed package is visible in Setup > Installed Packages.
Using Samples
See Getting Started with Salesforce Indicators for a guide to the Samples that are installed.
Post Install Steps
Assign Permission Sets
- Assign the Permission Set Indicators Setup Access to your Salesforce Administrator user.
- See 📘 Permissions Explained for Salesforce permissions needed, and more technical information.
- Assign the Permission Set Indicators User Access to your Users who will be viewing the Indicators.
- Using the App Launcher button (9 dots), search for Indicators Setup and open the Indicators Setup tab.
Set Up Indicators
You are now ready to start setting up Salesforce Indicators for your org.