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Install Salesforce Indicators
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Install Salesforce Indicators

Salesforce Indicators Appexchange Page{: .noicon .btn .btn-green }{:target="_blank"}

  • Click Get It Now on the Appexchange page.
  • Install the latest version of the managed package from the Install Page{:target="_blank"}.
  • 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{:target="_blank"}.

  • 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

Install Options{: width="590"}

  • 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 Permission Set{: width="590"}

  • 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

Open Indicators Setup{: width="590"}

You are now ready to start setting up Salesforce Indicators for your org.

Next Steps