Installation and Setup

If you want to use this project in real life I strongly recommend that you test in a sandbox first!

Install

1. Make sure that you install the UnofficialSF flow component first or you will get an install error.

2. Install the unmanaged package:

   • Production/Dev/Scratch Install: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003BI9K
   • Sandbox Install: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003BI9K

If you select Install for Admins only then only the system administrator profile will have visibility for the DashboardTargets tab and create/read/edit permissions on the object. There are two permission sets included for giving visibility for non-admin users. Or you can choose Install for All Users and edit permissions will be given to other profiles. (Including Delete permissions, which you might want to manage...)

Post-Install Steps

1. The Before-Save flow that keeps SOQL Query updated based on SOQL WHERE Clause installs in a ready-to-use state and active. (Flow is named DashboardTarget_BeforeSave_Update_SOQL_Query.)

2. The other flow (TEMPLATE_DashboardTargets_Contact_targets) installs as a flow template. Do not activate this. You should Save As to create a new flow before activating your version. (I don't recommend activating the original flow because any later installation of a version of this package will revert the flow to the packaged flow. So any changes you made will be lost.)

3. Add to your organization's Salesforce documentation about what you've just installed. Here is some suggested language.

4. Go create your first dashboard with dynamically-set gauges!

Further Post-Install Ideas

1. The packaged flow TEMPLATE_DashboardTargets_Contact_targets only updates dashboardtargets that are about contact records. You will want to make versions of this flow for any other objects you or your users are going to have auto-updated dashboardtargets about. Make sure that you name these other versions appropriately by switching "Contact" for the object name you are working with.

2. As noted above, there is no packaged template flow to update all dashboardtargets. (There is a flow in the repo called DashboardTarget_Run_object_updates, but that is not in the package.) So if you want a Schedule-Triggered Flow that runs once per day to keep auto-updated dashboardtargets up-to-date you'll have to build it yourself. Here are the instructions!

3. You also might put a button on the DashboardTarget page layout to update all targets right away. This will allow users to build new auto-update dashboardtargets without having to wait until the next day for them to have a value in Target.

• You could create a new Button on DashboardTarget that launches this flow, then add that to the page layout.
• Or--even better!--you could install the free Launch Flow in Modal from SalesforceLabs and put it on the DashboardTarget Lightning Page for users to click.

4. You may want to edit the page layout and/or override the predefined actions on that layout to hide the Change Owner button (if not relevant for your usage) or the Clone button (if you don't want users to be able to clone existing DashboardTarget records.)