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How to Install Dashboards from the AppExchange

Navigate to the AppExchange and select the Dashboard you would like to install. (For this example, install the AppExchange Dashboard Pak)

(Click here to get to AppExchange Download page)

 

Enter your salesforce.com Credentials. (Note you need to be a salesforce.com System Administrator or have "Install AppExchange Applications" permissions in your profile to continue)

 

The AppExchange page will re-direct to your salesforce.com instance. Examine the package contents:

 

Click Next to continue

 

Select the security permissions of the dashboards. In the majority of cases, you will want your users to have access, so select, "Grant ALL Access" and click next.

Click the Install Button to install the package

The AppExchange installation indicator will run until the package is complete

 

Once the package is complete, you will be able to "View Package Contents" from within your salesforce.com instance.

Click the button to continue

 

The installation is complete.

To view your newly installed dashboards, click on the Dashboard Tab. Use the Dashboard drop down menu to navigate. Each dashboard installed will be refreshed with the latest and greatest report data.

 

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