Getting Started
Setting up your org
1. Install the managed package into your org for admins only.
2. After installation, assign permission sets to users based on their access ideal levels.
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- HT Admin PS – This permission set allows for adding and removing users from the list of Trailblazers, as well as being able to see the dashboard display.
- HT User PS This permissions set only allows the user to see the dashboard display, and they are unable to add or remove Trailblazers.
Adding a new Trailblazer
1. Go to www.salesforce.com/trailblazer/profile
2. Login with your Trailblazer account
3. Navigate to settings by clicking the profile picture in the top right corner.
4. Ensure the profile is set to public under privacy settings.
5. Get the Trailblazer ID from the profile you are adding.
6. Navigate back to the org where the package is installed.
7. Add a new Trailblazer from the dashboard.
8. Verify the Trailblazer has been added by refreshing the team dashboard.
