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Documentation

Install, configure, and get the most from AdoptIQ.

1 · Install

Install the AdoptIQ managed package from AppExchange into your org (Enterprise, Unlimited, Performance or Developer edition).

2 · Assign access

Assign the AdoptIQ Admin permission set to admins who configure the app, and AdoptIQ Viewer to anyone who should see the dashboards. These grant object and field access plus the AdoptIQ app and tab.

3 · Schedule the nightly snapshot

AdoptIQ captures adoption data nightly. Schedule the snapshot job to run after Salesforce’s own Lightning Usage batch (recommended: ~3:15 AM org time). You can pause it any time from AdoptIQ Settings without unscheduling.

4 · Open the dashboard

Open the AdoptIQ app. The Adoption Overview shows active users, logins and page views over 7 / 14 / 30 / 90 days, an interactive trend chart, and a breakdown by role or profile.

5 · Set up adoption alerts

Create Alert Rules to be emailed when a team’s logins or usage drop past a threshold over a period (e.g. "Sales logins drop ≥ 20% over 7 days"). Alerts are evaluated nightly and logged for audit.

Notes

Login-based activity is real-time; Lightning Usage page metrics populate via Salesforce’s nightly batch, so they appear from the next snapshot. All data stays in your org — see the security statement.

Need help?

Contact support.