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            Add the Case Analytics Dashboard to the Case Record Page

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            Add the Case Analytics Dashboard to the Case Record Page

            Give caseworkers insight into the time taken to process a case by adding the Case Analytics dashboard to the case record page.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To access cases: Public Sector Access
            To edit page layouts: Customize Application
            1. From the App Launcher, find and select Cases.
            2. Select a case record.
            3. Click The Setup icon, and then select Edit Page.
              If you don’t have a case in your org, from Setup, create a case record page by using Lightning App Builder and then follow these steps to embed the dashboard in the page.
            4. Drag CRM Analytics Dashboard component onto the page canvas.
            5. In the Properties pane, for Dashboard, select Case Analytics.
            6. Save your changes and activate the page.

            See Also

             
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