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Post Snapshots of Dashboard Widgets to Chatter
Post a snapshot of a dashboard widget to a Chatter feed to help other users follow changes in the data.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view dashboards: | Run Reports |
In Salesforce Classic, widgets are called components.
A snapshot is a static image of a dashboard widget at a specific point in time posted to a Chatter feed.
- Post a widget snapshot to its dashboard feed to share information with everyone following the dashboard. For example, post a snapshot of a regional sales chart to let your team know that sales are down in the Midwest.
- To spark comment or action from a user or group, post a widget snapshot in the user or group feed.
Each snapshot has a Viewing As label, which is the name of the running user whose dashboard widget you’re viewing.
You can also post snapshots of filtered widgets (except Visualforce or s-control widgets). When viewers click the snapshot title in the feed, they’re taken to your filtered view of the dashboard if the filters are still valid. If the filters aren’t valid, they see the unfiltered dashboard.
If you don't see feeds, ask your administrator to enable feed tracking for dashboards.
-
In Salesforce Classic: To display the menu, hover over a component. To
clear the hover menu, click an empty part of the screen.
In Lightning Experience: Expand a widget by clicking
, and then
click 
. -
In Salesforce Classic: Choose where you want your snapshot to appear.
To show it in a dashboard, click Post Snapshot to Dashboard
Feed. To show it to a user or group, click
Post Snapshot to User or Group
Feed.
In Lightning Experience: Compose a post. Mention people and groups, use rich text formatting, and scroll down to see past posts to the dashboard feed. In Lightning Experience, you always post to the dashboard feed.
- Write a comment in the text box. In Salesforce Classic, click OK. In Lightning Experience, click Share. If you’re posting a filtered widget, consider mentioning in your post that the widget is filtered.
The snapshot and comment immediately post to Chatter.
In Lightning Experience, dashboard widget images shared on feeds behave like other images attached to a feed post, and aren’t subject to a 4-month display window.
