You can share a trended dashboard just as you can with any CRM Analytics
dashboard.
Required Editions
User Permissions Needed
To trend reports in CRM Analytics:
Use CRM Analytics OR Use CRM Analytics Templated Apps
AND
Trend Report Data in
CRM Analytics
You can share a trending dashboard just as you share any dashboard. You can post an image of
it to a feed, or download and share an image. You can also embed your trending CRM Analytics
dashboard as you would any other dashboard.
To share the dashboard directly using its URL, first share the trending dashboard’s underlying
snapshots dataset by saving it to a CRM Analytics app that your target audience can access.
Important
Sharing the trending CRM Analytics dashboard or the underlying dataset could expose data to
users who normally would not have access to that data.
It is possible to share trending CRM Analytics dashboards with users who would normally be
prevented from seeing data based on security settings. If you save a trending dashboard to any
app that is not My Private App, then anyone with access to that app (and the underlying
dataset) can view all data in that CRM Analytics dashboard regardless of any sharing
restrictions or field-level security that has been set.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
