Salesforce Permissions Needed

• To create Custom Metadata Records, users need the Customize Application permission.
  • See the Customize Application help document.
  • Customize Application is part of the System Administrator profile.
  • Be careful giving this permission to any other users.

Salesforce Indicators Permission Set

• Assign the Indicators Setup Access permission set to any System Administrators who will be setting up SalesforceIndicators.
  • This grants access to the Indicators Setup Tab.

User Permissions

• Assign the Indicators User Access permission set to any users who will be viewing Salesforce Indicators.
• This gives the user the access to the Apex Class that returns the data to the Indicator Bundle and Indicator Item.
• Once the Indicator Bundle is added to the Lightning page, all users who can see that page can see the bundle, unless it is hidden by Component Visibility.
• Users will only see the Indicator Items if they have read access to the field and sObject the Indicator Item is based on.
• Test your Indicator Bundles to ensure that there are no blank bundles, which doesn’t look good for users.

About Custom Metadata

• See this Trailhead Module to learn more about Custom Metadata in Salesforce.

Next Step/s

• See Install Salesforce Indicators if you have not already installed Salesforce Indicators.
• See Setup Salesforce Indicators to get set up to use Salesforce Indicators.