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Best Practices for CRM Analytics for Experience Cloud
Before setting up an Experience Cloud site with CRM Analytics, keep these best practices in mind for optimal performance and data security.
Set Up Data Security for Row-Level Datasets
To restrict a user’s access to only the records that they need to see, implement a security predicate. A security predicate is a filter that designates dataset row access. Security predicates work only with the user object. In scenarios where you want to set data security based on the details of an account, transfer the account details to the User object in Setup. Putting proper security predicates in place can also help improve query load time. See Add Row-Level Security with a Security Predicate for more recommendations.
Enable Dashboard Viewing with Permission Sets and Shared Apps
To ensure that a dashboard is properly shared, create permission sets for users to view the dashboards. Then make sure that all assets related to the embedded dashboard, including the datasets, are in a shared app. Share this app with external partners or customer community users, and select Enable sharing with Communities. See Share CRM Analytics in Experience Cloud Sites for more information.
Secure Data Downloading and Image Sharing
To protect sensitive data from being downloaded to .xls or .csv files, disable Download CRM Analytics Data in System Permissions. For more information, see Enable Downloading Data from CRM Analytics. Regarding images, all users can share .png images of lenses, dashboard widgets, and whole dashboards by default. To control downloading and sharing of images with your data, select Secure Image Sharing and Downloading in Setup Settings. For more information, see Secure Image Sharing and Downloading.
Prepare Your Datasets for Optimal Performance in Dashboards
To lay the foundation for better dashboard performance, optimize the design of datasets that feed into the dashboard. Make sure that your calculations are completed at the dataset level instead of the dashboard builder level. Leverage capabilities of CRM Analytics by performing operations such as data table joining. For more information, see Best Practices for a Faster Dashboard.
Design Your Dashboard for Optimal Performance
Conduct a performance check on the dashboard and its queries to confirm that everything is running smoothly. Identify and remove bottlenecks, such as redundant queries, using the dashboard inspector. Because a dashboard layout can contain different widgets and queries, run the inspector on each layout. Split your content up by using pages and components to modularize your dashboard. See Best Practices for Building Your Own CRM Analytics Dashboard for more recommendations.
Design Your Dashboard for Optimal Usability
Make sure that your dashboard is intuitive and easy to use for Experience Cloud site users who don’t have prior CRM Analytics training. For example, to avoid common new-user confusion, replace any date selectors with static steps and predefined date filters. To ensure that your dashboard tells a clear story about the data, split it into several pages or dashboards instead of one with multiple graphs.
Design Your Dashboard for Optimal Appeal
Consider using dashboard colors and branding visuals to match the general styling of your Experience Cloud site. Enable layouts for different devices so that the dashboard looks good when viewed on a mobile device or tablet. Also consider using the Analytics Design Toolkit to deploy ready-made dashboard, chart, and widget templates within your apps. See Analytics Design Toolkit for more information.
Set Up Filters When Embedding Dashboards
When embedding dashboards via Experience Builder or Visualforce, set up filters and selection so that users see data relevant to them. These filters and selections apply to the dashboard when it appears on the page at runtime. You can filter dataset fields by variables or specified values. For more information, see Filter and Selection Syntax for Embedded Dashboards.
