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            Set Up an Allowlist of Trusted Sites for Embedded CRM Analytics Dashboards

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            Set Up an Allowlist of Trusted Sites for Embedded CRM Analytics Dashboards

            Specify your trusted sites in the CRM Analytics allowlist, you can include embedded CRM Analytics dashboards in websites and apps outside of Salesforce servers.

            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 modify settings: Manage CRM Analytics

            To set up an Analytics allowlist, complete the following steps.

            1. From Setup, enter Allowlist in the Quick Find box, then select Allowlist under Analytics.
            2. On the Allowlist for Embedding Dashboards page, click New.
            3. On the Allowed Site Edit page, enter the information for the site you want to add to the CRM Analytics allowlist.
            4. Click Save.
             
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