Installation

This page covers how to install Novigem into a Salesforce sandbox and prepare it for production.

1. Decide where to install first

We strongly recommend installing into a sandbox before production:

• You can test rules and challenges safely
• You can validate data volumes and performance
• You can iterate on design with your pilot team

2. Get the Novigem install link

Use the managed package URL provided by the Novigem team via https://novigem.com/install .

You’ll have the option between two links:

• Sandbox install URL, accessible directly via https://novigem.com/install?env=sandbox 
• Production install URL, accessible directly via https://novigem.com/install?env=production 

Open the appropriate link in a browser where you are logged into Salesforce.

3. Confirm and start installation

Wait until Salesforce confirms the package is installed. This can take a few minutes.

4. Assign permission sets

After installation:

1. In Salesforce, go to Setup → Permission Sets
2. Locate the Novigem permission sets, for example:
   • Novigem Admin
   • Novigem User
3. Assign:
   • Novigem Admin to system admins and/or owners
   • Novigem User to any test users in your pilot group

Using permission sets instead of profiles keeps access predictable and easy to adjust.

5. Add Novigem to your app navigation (optional)

Novigem comes with a standard app that contains different tabs.

We recommend rolling out within your existing sales app. To make Novigem visible:

1. Go to App Manager in Setup
2. Edit the relevant Salesforce app used by your pilot team
3. Add the Novigem tabs to the navigation:
   • Home: user dashboard (My Badges, My Challenges, My Points)
4. The following tabs are object tabs for the Novigem Admin:
   • Challenges: create and manage challenges
   • Rules: define point-awarding conditions
   • Badges: configure achievements
   • Badge Awards: track badge assignments
   • Ledger Entries: audit log of all points
   • Challenge Progress: view participant progress
   • Novigem Admin: admin settings and configuration
5. Save and verify the tabs are visible for both Admin and User profiles

6. Verify the installation

Log in as:

• A Novigem Admin and confirm you can:

  • Open Novigem Admin and see the Overview page with stats
  • Access Challenges, Rules, and Badges from the navigation
  • See the Settings sections (General, Notifications, Badge Style, Integrations)

• A Novigem User and confirm you can:

  • Access the Home tab to see My Badges, My Challenges, and My Points
  • View any active challenges and your progress

If anything fails, double-check:

• Permission set assignments
• Tab visibility in the Salesforce app
• Profile vs. permission conflicts

Next, continue with Basic configuration to set up the core behaviour model.