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Embed Analytics for Wealth Management Dashboards in Lightning Pages
Analytics for Wealth Management includes dashboards intended for embedding and access in Lightning Experience pages.
For general instructions, see Embed Dashboards in Lightning Pages in Salesforce Help. Here are examples using dashboards from the Analytics for Wealth Management app, including the code for the filter attribute set in Step 4 of Embed Dashboards in Lightning Pages.
Financial Advisor Home. Intended for access through your Financial Services Cloud home page, but can be embedded anywhere you want to show data insights.
Financial Account. Embed in a financial accounts record page. Set the Filter attribute with the following:
{'datasets':{'FSC_FinancialAccount':[{'fields':['Id'], 'filter':{'operator': 'in', 'values':['$Id']}}]}}
Goal. Embed in a financial goals record page. Set the Filter attribute with the following:
{'datasets':{'FSC_FinancialGoal':[{'fields':['Id'], 'filter':{'operator': 'in', 'values':['$Id']}}]}}
Lead & Referral. Embed in a lead or referral record page. Set the Filter attribute with the following:
{'datasets':{'FSC_Lead':[{'fields':['Id'], 'filter':{'operator': 'in', 'values':['$Id']}}]}}
Opportunity. Embed in a product record page. Set the Filter attribute with the following:
{'datasets':{'FSC_Opportunity':[{'fields':['Id'], 'filter':{'operator': 'in', 'values':['$Id']}}]}}
