Loading
CRM Analytics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Embed Analytics for Communications-Business Dashboards

            You are here:

            1. Salesforce Help
            2. Docs
            3. CRM Analytics

            Embed Analytics for Communications-Business Dashboards

            Create an app from the Analytics for Communications - Business template, and share it with your users.

            Required Editions

            Available in: Developer edition and for an extra cost in Enterprise, Performance, and Unlimited editions.

            The Analytics for Communications - Business app includes dashboards that you can embed and access in Lightning Experience pages and Salesforce Classic experiences. Some dashboards require filters to be added when embedding. In this case, you must use filters for the Quote and Account Insights embedded dashboards.

            The Account Insights dashboard requires filters to be added when embedding it. Use the following syntax: {"datasets":{"Quote":[{"fields":["AccountId"],"filter":{"operator":"in","values":["$Id"]},"locked":true,"hidden":true}],"Order":[{"fields":["AccountId"],"filter":{"operator":"in","values":["$Id"]},"locked":true,"hidden":true}],"Opportunity":[{"fields":["AccountId"],"filter":{"operator":"in","values":["$Id"]},"locked":true,"hidden":true}]}}

            The Quote Insights embedded dashboard requires filters to be added when embedding the dashboard. Use the following syntax: {"datasets":{"Quote":[{"fields":["Id"],"filter":{"operator":"in","values":["$Id"]},"locked":true,"hidden":true}],"OrderItem":[{"fields":["Id"],"filter":{"operator":"in","values":["$Id"]},"locked":true,"hidden":true}],"QuoteMember":[{"fields":["Id"],"filter":{"operator":"in","values":["$Id"]},"locked":true,"hidden":true}]}}

            For general instructions on embedding dashboards, see Embed Dashboards Everywhere in Salesforce Help.

            For instructions on filtering embedded dashboards, see Filter and Selection Syntax for Embedded Dashboards in Salesforce Help.

             
            Loading
            Salesforce Help | Article