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About Posting Snapshots to User and Group Feeds
When you post a widget snapshot to a Chatter feed, consider who you want to share the widget with.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view dashboards: | Run Reports |
In Salesforce Classic, widgets are called components.
A snapshot is a static image of a dashboard widget at a specific point in time posted to a Chatter feed. Post a widget snapshot to a user or group feed to share and get comments. For example, post a snapshot of this month's sales to your team.
Each snapshot has a Viewing As label, which is the name of the running user whose dashboard widget that you’re viewing.
You can also post snapshots of filtered widgets (except Visualforce or s-control widgets). When viewers click the snapshot title in the feed, they’re taken to your filtered view of the dashboard if the filters are still valid. If the filters aren’t valid, they see the unfiltered dashboard.
To post a dashboard widget snapshot to a user or group feed in Lightning Experience, post the snapshot to the dashboard feed and mention a user or group.
If you don't see the option to post a snapshot, contact your administrator about enabling dashboard component snapshots.
- Posting to a user feed makes the snapshot public. Anyone who can view that user's profile can see it.
- Posting to a public group makes the snapshot public. Anyone who can view your profile or the group feed can see it.
- Posting to a private group shows the snapshot to all group members.
