This is the repo for the Salesforce Indicators Documentation Site.
View the Documentation at https://sfdo-community-sprints.github.io/indicators-documentation/
You are welcome to submit a pull request to update this documentations site.
The Salesforce Indicators appliation repo is at https://github.com/SFDO-Community/Salesforce-Indicators
Home (/)
├── Install Salesforce Indicators (docs/install-salesforce-indicators/)
├── Getting Started with Salesforce Indicators (docs/getting-started/)
│ └── Set Up Salesforce Indicators (docs/setup-salesforce-indicators/)
│ ├── The Indicator Bundle (docs/setup-salesforce-indicators/indicator-bundle/)
│ ├── The Indicator Item (docs/setup-salesforce-indicators/indicator-item/)
│ │ ├── Icon Tips (docs/setup-salesforce-indicators/indicator-item/icon-tips/)
│ │ ├── Icon Colors (docs/setup-salesforce-indicators/indicator-item/icon-colors/)
│ │ └── Field and Formula Tips (docs/setup-salesforce-indicators/indicator-item/fields-tips/)
│ ├── The Indicator Bundle Item (docs/setup-salesforce-indicators/indicator-bundle-item/)
│ ├── The Indicator Item Extension (docs/setup-salesforce-indicators/item-extension/)
│ ├── Add the Bundle to the Lightning Page (docs/setup-salesforce-indicators/add-to-lightning-page/)
│ ├── The Key (docs/setup-salesforce-indicators/the-key/)
│ └── Indicators in Flow (docs/setup-salesforce-indicators/indicator-flow/)
├── Components (docs/components/)
│ ├── Indicator List (docs/components/indicator-list/)
│ └── Other Solutions to Enhance your Salesforce Org (docs/components/other-solutions/)
│ ├── Component Review Template (docs/components/other-solutions/component-review-template/)
│ ├── Picklist Image Coding (docs/components/other-solutions/component-picklist-image-coding/)
│ ├── Dynamic Highlighter (docs/components/other-solutions/component-dynamic-highlighter/)
│ ├── Record Highlighter (docs/components/other-solutions/component-record-highlighter/)
│ └── Righteous Lightning Actions (docs/components/other-solutions/righteous-lightning-actions/)
├── Salesforce Indicators Recipes (docs/recipes/)
Recipe Ideas and Examples
Indicators Ideas (docs/recipes/examples/)
Use Case for Indicators for Monitoring and Evaluation (docs/recipes/Use-Case-Indicators-for-Monitoring-&-Evaluation/)
Use Case for Program and Case Management (docs/recipes/Use-Case-Program-and-Case-Management/)
Account — Bundles
Account Account Default (docs/recipes/account/bundle-account-key-details/)
Account Organization Funding Information — NPSP Specific (docs/recipes/account/bundle-account-organization-funding/)
Account — Indicators
Account Account Type (docs/recipes/account/Account-Account-Type/)
Account Account Industry (docs/recipes/account/Account-Account-Industry/)
Account Organization Giving Level (docs/recipes/account/Account-Organization-Giving-Level/)
Account Grant-Making Organization (docs/recipes/account/Account-Grant-Making-Organization/)
Account Matching Gift Organization (docs/recipes/account/Account-Matching-Gift-Organization/)
Account is Government (docs/recipes/account/Account-‐-Is-Government/)
Contact — Bundles (NPSP Specific)
Contact Donor Profile (docs/recipes/contact/bundle-contact-donor-profile/)
Contact Household (docs/recipes/contact/bundle-contact-household/)
Ideas for Contact Bundles (docs/recipes/contact/ideas-for-contact-bundles/)
Contact Communication Preferences Simple (docs/recipes/contact/bundle-contact-communication-preferences/)
Contact Communication Preferences Extended (docs/recipes/contact/bundle-communication-preferences-extended/)
Contact Membership Due for Renewal (docs/recipes/contact/contact-membership-due-for-renewal/)
Contact — Indicators
Contact Household Total Gifts (docs/recipes/contact/contact-household-total-gifts/)
Contact Total Gifts (docs/recipes/contact/contact-total-gifts/)
Contact Donation Recency (docs/recipes/contact/contact-donation-recency/)
Contact Donation Frequency (docs/recipes/contact/contact-donation-frequency/)
Contact Regular Donor Status (docs/recipes/contact/contact-regular-donor-status/)
Contact Membership Status (docs/recipes/contact/contact-membership-status/)
Contact Household Compare LY TY (docs/recipes/contact/contact-household-compare-lyty/)
Contact ‐ Do Not Contact (docs/recipes/contact/contact-do-not-contact/)
Contact ‐ Do Not Call (docs/recipes/contact/contact-do-not-call/)
Contact ‐ Email Preferences (docs/recipes/contact/contact-email-preferences/)
├── FAQs (docs/FAQs/)
├── Release Notes (docs/release-notes/)
├── Architecture & Technical Documentation (docs/technical-documentation/)
│ ├── Salesforce Indicators Developer Guide (docs/technical-documentation/developer-guide/)
│ └── Permissions Explained (docs/technical-documentation/permissions-explained/)
└── About Salesforce Indicators (docs/about/)
├── Salesforce Indicators Brag Book (docs/about/brag-book/)
├── How to Volunteer (docs/about/how-to-volunteer/)
├── Get Ready to Contribute (docs/about/getting-started-to-contribute/)
└── Open Source Commons Sprints (docs/about/sprints/)
├── 2022 Sprint 1 - November 2-3 - Virtual (docs/about/sprints/2022-sprint-1-nov/)
├── 2023 Sprint 2 - March 29-30 - Virtual (docs/about/sprints/2023-sprint-2-mar/)
├── 2023 Sprint 3 - October 30-31 - Chicago (docs/about/sprints/2023-sprint-3-oct/)
├── 2023 Sprint 4 - November 15-16 - Sydney (docs/about/sprints/2023-sprint-4-nov/)
├── 2024 Sprint 5 - February 6-7 - Virtual (docs/about/sprints/2024-sprint-5-feb/)
├── 2024 Sprint 6 - February 29-March 1 - Sydney (docs/about/sprints/2024-sprint-6-feb/)
├── 2024 Sprint 7 - June 4-5 - London (docs/about/sprints/2024-sprint-7-jun/)
└── 2024 Sprint 8 - September 26-27 - Virtual (docs/about/sprints/2024-sprint-8-sep/)