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            Embed Insurance Claims and Policy Analytics Dashboards

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Embed Insurance Claims and Policy Analytics Dashboards

            The Analytics for Insurance Claims and Policy Analytics app includes dashboards that you can embed and access in Lightning Experience pages.

            Required Editions

            Available in Enterprise, Performance, and Unlimited Editions where Financial Services Cloud for Insurance is enabled and Vlocity Insurance is installed.
            Dashboard String
            Distributor Sales Performance {"datasets":{"VLCINS_InsurancePolicy16":[{"fields":["Producer.AccountId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}
            Distributor Book of Business {"datasets":{"VLCINS_InsurancePolicy16":[{"fields":["Producer.AccountId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}

            For detailed instructions for embedding dashboards, see Embed Dashboards in Lightning Pages in Salesforce Help.

             
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            Salesforce Help | Article