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            Share a Visualization

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            Share a Visualization

            Share a visualization with your colleagues by posting to Chatter, getting its unique URL, downloading a screenshot of it, or downloading its filtered data. A Chatter post provides an image and a link to the asset—lens, dashboard, or app—in CRM Analytics. Colleagues with the link and access to the asset can drill down and explore the information that’s presented. To share without giving access to the asset, use the download options.

            Required Editions

            Available in Salesforce Classic and Lightning Experience.
            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
            User Permissions Needed
            To view visualizations: Use CRM Analytics
            1. Click Share.
              Share icon
            2. Click the tab for the sharing method that you want:
              1. Post to Feed posts to Chatter an image and the link to the lens, dashboard, or app. Select User or Group feed, enter the name, and then type your comment. You can also remove the image from your post by hovering over it and clicking the x. Note that posted images are public.
              2. Get URL provides a unique URL to the asset. Copy the link and then paste it wherever you want to share it.
              3. Download gives you options to share a visualization without giving access to it. You can download it as an image (.png) or as filtered data in Microsoft® Excel® (.xls) or comma-separated values (.csv) format.
            3. If applicable, click Give Access to set the level of sharing access.
            4. Click Done.
              Note
              Note To share a visualization, you must give access to the app that contains it. Lenses, datasets, and dashboards within the default Shared App are accessible to all CRM Analytics users, unless administrators have restricted access. All other apps are private unless someone with Manager access to the app has shared it with a specific user, group, or role.
             
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