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Salesforce Indicators
Simple, visual, and customizable data insights for your Salesforce records
- Industries
- Horizontal Product
- Business Need
- ProductivityAnalyticsData Visualization
- Requires
- None
- Compatible With
- Sales CloudService CloudNonprofit Solutions
Part of the Open Source Commons program, Salesforce Indicators is a simple, visual, and customizable data insights for your Salesforce records.
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Showing 3 of 3 Reviews
Easy to set up and users love it!
We've had this in our org for a little while now and I don't know why we didn't add it sooner! It's very easy to set up and provides so much value allowing our users to see a few key pieces of information at a glance without needing to search the layout for those fields to learn the same information about a record. Highly recommend adding this to your layouts!
Happy users with minimal effort
This was such a great way to keep users happy with minimal effort! I'm a very newbie admin and found this straightforward to implement and easy to maintain It also received immediate and positive feedback from users. My team wanted an easy to read, noticeable warning when contacting important people and graphic summaries of some key Contact info - this fits the bill beautifully. We have indicators for Board, Donors, Alumni etc at the top of the Contact records along with major interests and decade of last attendance for alumni . It's been incredibly helpful for those who make/receive lots of phone calls. Currently planning further implementation on other objects. I strongly recommend this.
Lightweight but packs a punch!
Really enjoying Salesforce Indicators - it's easy to set up and configure, deployable across environments, very functional, has good documentation and a responsive developer team. I also love that it doesn't contain a lot of "bloat" - so I don't need to worry about it adversely impacting the performance of my org. No longer having to create workarounds to visually display flags or important pieces of information is great! Best of all, my users love it too - it's a great improvement on the UX and really helpful for them to see things at a glance.