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            Embed Analytics for Insurance Dashboards in Lightning Pages

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            Embed Analytics for Insurance Dashboards in Lightning Pages

            Analytics for Insurance 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 Insurance app, including the code for the filter attribute set in Step 4 of Embed Dashboards in Lightning Pages.

            Book of Business. Embed in Account or Contact record page layouts. Set the Filter attribute with the following: 

            {"datasets": {"FinancialAccountTransaction": [{"fields": ["Producer.Account.Id"],"filter": {"operator": "in","values": ["$Id"]}}],"Insurance_Policies": [{"fields": ["Producer.Account.Id"],"filter": {"operator": "in","values": ["$Id"]}}],"Claims": [{"fields": ["Producer.Account.Id"],"filter": {"operator": "in","values": ["$Id"]}}]}}

            Customer: Embed in an Account record page layout. Set the Filter attribute with the following:

            {"datasets": {"Insurance_Policies": [{"fields": ["PolicyOwner.Id"],"filter": {"operator": "in","values": ["$Id"]}}]}}

            Distributor Book of Business. Intended for access through your sales manager home page, but can be embedded anywhere you want to show data insights. No filter required.

            Distributor Sales Performance. Embed in Account or Contact record page layouts. Set the Filter attribute with the following: 

            {"datasets": {"FinancialAccountTransaction": [{"fields": ["Producer.Account.Id"],"filter": {"operator": "in","values": ["$Id"]}}],"Insurance_Policies": [{"fields": ["Producer.Account.Id"],"filter": {"operator": "in","values": ["$Id"]}}],"Claims": [{"fields": ["Producer.Account.Id"],"filter": {"operator": "in","values": ["$Id"]}}],"AllActivities1": [{"fields": ["Account.Id"],"filter": {"operator": "in","values": ["$Id"]}}]}}

            Key Distributors. Intended for access through your sales manager home page, but can be embedded anywhere you want to show data insights. No filter required

            Lead. Embed in a Lead record page layout. Set the Filter attribute with the following:

            {"datasets": {"AllLeads": [{"fields": ["Id"],"filter": {"operator": "in","values": ["$Id"]}}]}}

            Opportunity. Embed in an Opportunity record page layout. Set the Filter attribute with the following:

            {"datasets": {"Opportunity": [{"fields": ["Id"],"filter": {"operator": "in","values": ["$Id"]}}]}}

            Likelihood to Renew Policy. Embed in an Account page layout. Set the Filter attribute with the following:

            {"datasets":{"ED_LikelihoodToRenewPolicy":[{"fields":["NameInsuredId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}

            Household. Embed in an Account page layout. Set the Filter attribute with the following:

            {"datasets":{"Account_Financials":[{"fields":["Id"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}
             
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