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Embed Client Segmentation App Dashboards in Financial Services Cloud (Managed Pacakge)
After you create and share the Client Segmentation App app, users can access its dashboards through Analytics Studio. To make the dashboards available in Financial Services Cloud, create a tab and embed the dashboards in the tab.
This is a Financial Services Cloud managed package feature.
- Create a Visualforce page where you embed Client Segmentation dashboards.
- Embed dashboards in your page.
- Add your page to a Visualforce tab.
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