About

Install or ask your Salesforce Admin to install this package to gain access to all the Precursive Boards - Reports & Dashboards.

Note - To install the Precursive OBX Reports & Dashboards package you need the following permissions: Download AppExchange Packages

How to install the Precursive OBX Reports & Dashboards package

1. Login to your Salesforce instance.
2. Paste the following link into the URL bar in your browser: 

   https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4L0000000lvj

3. Select to Install for Admins Only and confirm that you acknowledge that you're installing a Non-Salesforce application.
4. Confirm by clicking on Install.

After the package is installed, you should see the new reports and dashboards folders in the Reports and Dashboards tabs.

Check Users Access!

Once the reports and dashboard are installed, verify if the folders can be accesses by non Admin user. The folders may need to be shared with the appropriate users/ groups, otherwise they may be visible only for Admin user.

Please see Regulating Access to Precursive Reports & Dashboards for more information.

Related Resources

Precursive Boards - Reports & Dashboards