Embed and Customize CRM Analytics

Extend CRM Analytics everywhere throughout your business. The CRM Analytics visualizations you’ve built are more powerful when you share them across your Salesforce experience by integrating them into custom pages, Visualforce pages, Experience Cloud sites, and more. In addition, custom menus in lenses and dashboards allow you to perform common Salesforce actions directly from CRM Analytics.

• Control How Filtering Works in Embedded Dashboards
  Use query faceting settings to control whether filters get applied to embedded dashboards. For example, to apply filters to a dashboard when it’s opened from a link widget, enable faceting in the underlying query.
• Embed Dashboards Everywhere
  Embed CRM Analytics dashboards in every Salesforce experience.
• Enable Actions for CRM Analytics Lenses and Dashboards
  Let users take action on insights directly from CRM Analytics. Add actions to charts and tables in lenses and dashboards.
• Integrate CRM Analytics into Salesforce with an Analytics Tab
  Access your CRM Analytics home and run CRM Analytics apps from a tab within Salesforce Classic or Lightning Experience.
• Customize Onboarding with In-Dashboard Instructional Content
  Drive adoption and engagement with specialized educational resources right where users work. With the widget-specific Learn option, you can provide videos and webpages that help users get the most out of each dashboard and its charts.
• Customize CRM Analytics Dashboards using JSON
  Configure advanced features in CRM Analytics dashboards using JSON.
• Format Measures and Display Elements with CRM Analytics Extended Metadata (XMD)
  Set up your data and customize dashboard elements with CRM Analytics Extended Metadata.