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Embed Salesforce Contracts Analytics Dashboards
Give more users visibility into the insights in Salesforce Contracts Analytics app by embedding its dashboards in Lightning Experience pages.
| USER PERMISSIONS NEEDED | |
|---|---|
| To create and save Lightning pages in the Lightning App Builder | Customize Application |
| To view Lightning pages in the Lightning App Builder | View Setup and Configuration |
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Available with Salesforce Contracts for an additional cost in: Enterprise, Unlimited, Professional, and Developer Edition |
For more general instructions on embedding CRM Analytics dashboards to lightning pages, see Embed Dashboards in Lightning Pages. Here's how to add the Salesforce Contracts Analytics dashboard to your org’s home page.
- In your Salesforce Contracts Analytics app, click the app navigation menu and select Home.
- Click the app navigation menu, and select Accounts.
-
Click
and select Edit Page.
- From the list of standard components, drag CRM Analytics Dashboard onto the page canvas.
- Specify the component's attributes.
- Save your changes and exit Lightning App Builder.
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