Pulsar Installation Guide
- Carla Locke
Overview
The Pulsar app is free for users to download from the app store. Users can log in using their Salesforce credentials and access Salesforce data.
If you have a Premium or Enterprise License, additional steps are required. An admin must install and configure Pulsar in Salesforce.
Follow these links for more information:
User Installation Guide
Pulsar runs on iOS, Android, and Windows devices. Read more about device recommendations.
There are multiple ways for users to get the Pulsar app.
App Store
The easiest way for users in your organization to get the app is to download it from their device’s app store.
Mobile Device Management
Another way for users to get Pulsar is through mobile device management (MDM) software. MDM software allows the IT department tighter control over the organization’s devices and management of security settings, access, inventory, tracking, and other policies. If your organization needs this level of control over user devices, then MDM software is the solution for you.
Business Store Distribution
Finally, users can get Pulsar using a platform-specific store. Business Store Distribution provides the tightest level of control over your organization’s devices.
Distribution Resources
Get more information here:
Admin Installation Guide
Go to the Salesforce AppExchange.
Search for the Pulsar Premium app and click to go to the app page.
Click the Get It Now button.
Log in to Salesforce. Once logged in, choose the environment to install Pulsar Premium.
Validate all the information, read and agree to the Salesforce terms and conditions, and click “Confirm and Install”.
Login to the environment again, if prompted.
Choose the installation option as per your business requirements. Note: We recommend that you install Pulsar Premium for admin users only. Choose Install for Admins Only”.
Wait until the installation process completes. This may take a few minutes.
Once the installation is complete, click on “Done”.
Salesforce will take you to the “Install package” screen, where you can manage licenses.
As part of your trial, you have access to one license with full Pulsar Premium features. Note: if you need more licenses for your “proof of concept”, please send a request to support@luminixinc.com.
Assign Pulsar Read Only Permission set for new users.
After installation is completed, configure the Pulsar app in Salesforce for your organization’s needs.
Pulsar Installation Resources
Get more Pulsar Installation information here:
About Pulsar Settings
Pulsar Settings consist of a set of key/value pairs on the Salesforce org, which are then read by the app to automatically configure itself to deliver the functionality required to run offline.
PulsarSetting Name | Admin-defined descriptive name for the Pulsar Setting |
Key | Specific string key used by the Pulsar App. This usually takes the form : pulsar.something.someOtherThing |
Value | The string value for the PulsarSetting. It could be anything from a boolean or numeric value to a string, list, or dictionary value. It can also contain Pulsar-specific code to implement logic for validation rules, formulas, and triggers. |
What Can You Do with Pulsar Settings?
Using the Pulsar Settings, you can configure how Pulsar will look and behave for your users. You can add your organization branding and customize what displays on the Pulsar home page. Additionally, you can customize the display of list views, layout views, and the content library. You can also configure how Pulsar handles security and control how much data is downloaded to user devices with data sync settings. Finally, you can enable Quick Actions and enable Salesforce Files.
Learn more about Pulsar Settings on these pages:
Adding Pulsar Settings
Pulsar Settings are added by the admin in Salesforce. The admin must be online to add Pulsar Settings.
Search for Pulsar in the Salesforce App Launcher and click on Pulsar Settings.
Click on the New button, to add a Pulsar Setting.
The New PulsarSetting screen opens.
Fill in the Name and Key, and any other fields required for your Pulsar Setting, and press Save.
TIP: To temporarily remove a Pulsar Setting without deleting it, rename the key so that Pulsar doesn't recognize it, e.g., to something like _IGNORE_pulsar.something.someOtherThing.
Repeat this process for all of your desired Pulsar Settings.
Enabling Pulsar Settings on User Devices
If Pulsar has already been distributed to users, there are a few steps users must follow to see your customizations. Users should follow these steps:
Open the Pulsar app on their device.
Login to Pulsar, if prompted.
Click the gear icon on the bottom right of the home screen to go to Settings.
Click on Refresh Settings. Note: The app must be online for this step.
Pulsar will read the settings from the Salesforce server.
Click the online indicator in the lower left corner of the app.
Click Sync Now.
