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            Share Dashboards, Widgets, and Lenses

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            Share Dashboards, Widgets, and Lenses

            Share a dashboard, widget, or lens with your colleagues by posting it to Chatter or copying its unique URL. A Chatter post provides an image and a link to the asset in CRM Analytics. Colleagues with the link and access to the asset can drill in and explore the information that’s presented. You can also export snapshot images of CRM Analytics assets to Quip. An exported image is published to a new Quip document.

            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
            Note
            Note Export to Quip is available in CRM Analytics tabs and embedded CRM Analytics dashboards. The feature isn’t available in the Analytics Studio.
            1. Click Share.
              Share icon
            2. Click the tab for the sharing method that you want. Post to Feed posts an image and link in Chatter. Export to Quip publishes an image in a new Quip document. Get URL provides a unique URL to the asset.
              1. If you’re posting to Chatter, 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: Posted images could be visible to users without access the lens or dashboard.
              2. If you’re exporting to Quip, and you’re not already connected, click Connect to Quip and then click Publish. Note: After publishing a CRM Analytics snapshot, other Quip users in your org can view the data in the image, including confidential data.
              3. If you’re getting the unique URL, select the link to the Analytics tab in Lightning Experience or the link to the Analytics Studio. Copy the link and then paste it wherever you want to share it.
              Tip
              Tip Dashboard links shared from Analytics Studio can include views with selections and filters applied. To generate a URL with page and view specifications, either use Get URL or remove the image from Post to Feed by hovering over the image and clicking the X.
            3. If applicable, click Give Access to set the level of sharing access.
            4. Click Done.
              Note
              Note For colleagues to use the link to a dashboard or lens, you must give them 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.

            See Also

             
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