Make it easier for users to browse analytics assets in collections. Replace generic
icons with preview thumbnails of your CRM Analytics contents and Lightning reports and dashboards,
including those that have row-level security restrictions.
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
Asset preview images are generated and refreshed when the asset is saved. Images are
generated and refreshed if the image is missing or older than 30 days for users with Edit access
to an item. Asset previews always appear for CRM Analytics assets with no security predicate.
However, a setting must be turned on to enable asset previews for all Lightning assets, and CRM
Analytics assets that have a security predicate.
CRM Analytics Assets
From Setup, enter Analytics in the Quick Find
box, then select Settings.
Select Show preview thumbnails for secure lenses and
dashboards.
Click Save.
Important Even if
row-level security applies to the dataset used by a lens or dashboard, the preview thumbnail
could expose data from restricted rows. Row-level security restrictions take effect only
after you’ve clicked through to the lens or dashboard.
Lightning Assets
From Setup, enter Reports in the Quick Find
box, then select Reports and Dashboards Settings.
Select Show preview thumbnails for reports and Lightning
dashboards.
Click Save.
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