Admin Setup Guide
A checklist for Salesforce administrators setting up Novigem from scratch. Estimated time: 1-3 hours.
Install into a sandbox first. Validate rules and test with a small pilot group before deploying to production.
Checklist
Install the package
Install the managed package via https://novigem.com/install . Choose Install for Admins Only. You will open access via permission sets in the next step.
Full installation walkthroughAssign permission sets
Two permission sets ship with Novigem. Assign them under Setup → Permission Sets.
Novigem Admin
System admins and program owners
Novigem User
All participants (reps, CSMs, agents)
Add Novigem tabs to your app
Add the Novigem tabs to the Salesforce app your pilot team uses via Setup → App Manager.
End users need: Home tab (My Badges, My Challenges, My Points)
Admins need: Challenges · Rules · Badges · Badge Awards · Ledger Entries · Challenge Progress · Novigem Admin
Full installation walkthroughAdd Lightning components
Place components on your Salesforce pages via Lightning App Builder (gear icon → Edit Page).
Leaderboard
Salesforce Home page
My Challenges
Salesforce Home page
My Points
Home page or utility bar
Challenge Celebration
Opportunity record page and Home page
Configure settings and create starter rules
Review general settings under Novigem Admin → Settings → General, then create 2-4 rules to track the behaviours your pilot will reward.
Quick Setup guideVerify the installation
Trigger a test action as a user with the Novigem User permission set, then check Ledger Entries to confirm an entry was created with the correct user, rule, and points.
Troubleshooting if nothing appearsLaunch your first challenge
Create a challenge, link your rules, set a target, and activate.
Recommended first pilot: 2-4 weeks · 5-15 participants · 1 clear behaviour · 2-4 rules.
Create your first challengeAdmins need both permission sets. Novigem Admin adds capabilities on top of Novigem User. It does not replace it.
Quick reference
| Task | Where in Salesforce |
|---|---|
| Install package | https://novigem.com/install |
| Assign permission sets | Setup → Permission Sets |
| Add tabs to app | Setup → App Manager |
| Add Lightning components | Gear icon → Edit Page |
| Create rules | Novigem → Rules tab |
| Create challenges | Novigem → Challenges tab |
| Check ledger | Novigem → Ledger Entries tab |
| Admin settings | Novigem Admin → Settings |
Need help?
- Troubleshooting: common issues and fixes
- FAQ: frequently asked questions
- Technical Reference: field-level documentation
- Email: support@novigem.com