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CRM Analytics
Secure Image Sharing and Downloading

Secure Image Sharing and Downloading

Control who shares dashboard and lens images to prevent users or profiles from sharing sensitive images. By default, all users can share images of lenses, dashboard widgets, and whole dashboards that contain your org’s data.

Required Editions

Available in Salesforce Classic and Lightning Experience.
Available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in: Developer Edition
User Permissions Needed
To share CRM Analytics images: Use CRM Analytics

To block image downloads and shares for everyone in your org, complete the following steps.

  1. From Setup, enter Analytics in the Quick Find box, then select Settings.
  2. Select Secure Image Sharing and Downloading.
  3. Click Save.

    To grant image sharing to select users or profiles, complete the following steps.

    1. From Setup, enter Users in the Quick Find box, and then select Permission Sets.
    2. Select the CRM Analytics permission set where you want to add the permission, and click Edit.
    3. Select System Permissions.
    4. Select Share Analytics Images.
    5. Click Save.

With the Share Analytics Images user permission enabled, users can do the following actions with images of lenses, dashboard widgets, and whole dashboards.

  • Download .png images
  • Export images to Quip
  • Post images to Chatter
  • Include images in annotations
  • Share images from conversational explorations and subscription previews
  • Use the Analytics Download API
 
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