Use Visualforce to Embed CRM Analytics Dashboards in Experience Cloud Sites

Share analytics with external users via CRM Analytics dashboards embedded in their site.

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

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 site, follow the high-level steps in Share CRM Analytics in Experience Cloud Sites.
Select the Visualforce page where you embed CRM Analytics, or create a page. See Defining Visualforce Pages.
Optionally, add your page to a Visualforce tab. See Create Visualforce Tabs.
When you’re ready to embed a dashboard, see Add a CRM Analytics Dashboard to a Visualforce Page.

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