You are here:
Use Experience Builder to Embed CRM Analytics Dashboards in Experience Cloud Sites
Add analytics via the CRM Analytics Dashboard component available in Experience Builder–based templates.
Required Editions
| Available in: Salesforce Classic and Lightning Experience. |
| Available for an extra cost in: Enterprise, Performance, and Unlimited Editions. Also available in: Developer Edition. |
| User Permissions Needed | |
|---|---|
| To create, customize, or activate a site: | Create and Set Up Experiences AND is a member of the site they’re trying to update |
| To modify CRM Analytics settings: | Analytics Growth permission set license with Manage Analytics permission |
| To view, explore, and share embedded CRM Analytics dashboards for users with an Experience Cloud license: | Analytics for Communities permission set license with View Analytics on Communities pages permission |
To add CRM Analytics to your Experience Cloud site, follow the high-level steps in Share CRM Analytics in Experience Cloud Sites. When you’re ready to embed a dashboard, use the following procedure.
-
Select the LWC CRM Analytics Dashboard component
in Experience Builder.
Note You can still use the Aura CRM Analytics Dashboard component, but starting in Summer `24, we recommend using the LWC component for seamless Lightning integration. -
From the Dashboard dropdown list, select the dashboard to display.
Dashboards appear in the list, and are visible in sites, when
Enable sharing with Communities is
selected in an app’s Share dialog.
Note (For Developers) In the code, the dashboard name is represented with the dashboard ID. The
dashboardIdis the 18-character code beginning with 0FK that is found in the URL when viewing a dashboard. -
Configure the attributes of the embedded CRM Analytics dashboard.
Attribute Description Height Specify the height of the dashboard in pixels. The default is 300. Filter Add selections or filters to apply to the dashboard when it appears on the page at runtime. You can filter dataset fields by variables or specified values. Specify filters by entering JSON strings in the Filter box. For example JSON strings, see Filter and Selection Syntax for Embedded Dashboards. Show Share Icon Add the Share icon on the dashboard. When this option is selected, users can click the icon to open the Share dialog, where they can post to Chatter and download images and data. To show the Share icon, the minimum dashboard height is 612 pixels. The default is false. Show Title Control the visibility of the dashboard title. When this option is selected, the dashboard’s title appears above the dashboard. The default is true. Show Header Control the visibility of the dashboard header. When this option is selected, the dashboard is displayed with a header bar. The header bar includes the Open in CRM Analytics icon, the date and time that the dashboard’s data was updated, and the dashboard views menu. The header bar also appears if either Show Share Icon or Show Title is selected. Open Links in New Windows (Aura Component only) Specify where links from the dashboard to other assets are opened. When this option is selected, links open in new windows. When this option isn’t selected, links open in the same window. The default is true. Hide On Error (Aura Component only) Control whether users see a dashboard that has an error. When this option is selected, if the dashboard has an error, it doesn’t appear on the page. When this option isn’t selected, the dashboard appears but doesn’t show any data. An error can occur when a user doesn't have access to the dashboard or it has been deleted. The default is false.
For information about working with Experience Builder, start with Customize Sites with Experience Builder.
Did this article solve your issue?
Let us know so we can improve!
