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            Preserve and Share CRM Analytics Dashboard Views in a Collection

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            Preserve and Share CRM Analytics Dashboard Views in a Collection

            Create dashboard views with selected filters and options then add them to your collections to share a specific view of the dashboard with others.

            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 manage a collection: Use CRM Analytics
            1. Open a dashboard.
            2. Make selections or change dashboard filters to get the view of the data you want.
            3. Click the Add to Collection button.
              Add to Collection button.
            4. Select the view you want to add to the collection: Default adds the dashboard in its original form—without filters or menu selections, Current View adds the dashboard view with applied filters and options.
            5. Select one or more collections or click Create Collection to start a new one.
            6. Click Save.
            Note
            Note Updates to the dashboard definition, such as changes to the layout, widget, or query, are reflected in the dashboard view with exception of the following.
            • If initial filter selections are changed the selections aren’t reflected if a user navigates to the dashboard through a dashboard view from a collection.
            • A similar behavior can be expected when a dashboard component’s default landing page is updated.
             
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