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Enable and Map Dashboards
Use dashboards in Experience Cloud sites to measure their success. You can even map a dashboard to the Experience Workspaces Home page. Map custom dashboards or use the ones provided in our AppExchange package.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| Applies to: LWR, Aura, and Visualforce sites |
| User Permissions Needed | |
|---|---|
| To map dashboards in Experience Workspaces: | Create and Set Up Experiences OR Manage Experiences AND Manage Dashboards in Public Folders AND Is a member of the Experience Cloud site |
| To view dashboards: | Manage Experiences OR Create and Set Up Experiences AND Is a member of the Experience Cloud site |
You can choose to map any dashboard you have access to, but ensure that your community managers have access as well.
All dashboards display as Lightning dashboards, regardless of what types of dashboard you’re using or what interface your org is using. For example, a Salesforce Classic dashboard gets displayed as a Lightning dashboard. Not all browsers support this Lightning view, so make sure you’re using a supported browser.
If the Salesforce Communities Management package is installed in your org, each of the pages has a default mapping to a dashboard from the package. You can overwrite these values as needed.
To map or update your dashboards:
- Open Experience Workspaces for your site.
- Click Dashboards | Settings.
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For each of the pages, select the dashboard you want to show to community managers. To
change the name of the dashboard page, click inside the dashboard label.
The dashboard you map to Home displays on your Experience Workspaces Home page.
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Click Save.
Dashboards are visible to community managers when they expand the Dashboards section or visit the Home page in Experience Workspaces.
Verify the dashboard mappings by clicking Dashboards and then clicking each page name. If you mapped a dashboard to the Home page, check that out too.
Create a Dashboard
While you can show any dashboard in your Experience Cloud site, we recommend creating them based on the custom report types available for sites.
All dashboards show as Lightning dashboards, regardless of the type of dashboard that you use or the interface that your org uses. For example, a Salesforce Classic dashboard is displayed as a Lightning dashboard. Not all browsers support this Lightning view, so make sure to use a supported browser.
- Create a dashboard with components. Select the report as your source type. Add a component for each report you want to include in your dashboard. Find your report on the Data Sources tab and add it to the component.
- Share the folder that you save your dashboard in with your community managers.
- From Experience Workspaces, click Dashboards | Settings to map your dashboard.
When a community manager accesses Experience Workspaces, the dashboard appears under Dashboards. If you mapped a dashboard to the Home page, the dashboard appears there.
Dashboards in Experience Workspaces are automatically refreshed every 24 hours. To see the latest data, click Refresh. If you access the dashboard after it has been recently refreshed, the dashboard displays the globally cached data from the last refresh. If the dashboard hasn’t been refreshed in 24 hours, it’s refreshed automatically when you access it. All role-based external users in your Experience Cloud site can refresh dashboards set up with “Run as specified user” and “Run as logged-in user” up to 1,000 times daily per org. Scheduled and automatic refreshes don’t count against the limit. There is no refresh limit for internal users.
Remember that you can customize your dashboards at any time. To edit your dashboard, go to the Dashboards | Settings page in Experience Workspaces. Click into the Label field to edit the page name and select the down arrow to the right of the Dashboard field to map to a different dashboard. Click Edit dashboard to open the dashboard in your internal Salesforce org. If you’re using a dashboard that was created in Lightning Experience, the edit link doesn’t work.
For a Salesforce Classic dashboard to render optimally in the Lightning view used in Experience Workspaces, make sure that your dashboard meets these requirements.
- Includes only up to 20 reports arranged within three columns
- Doesn’t include unsupported charts, such as funnel, scatter, table,
multi-metric, pie, and gauge
For a list of dashboard features not supported in the Lightning view, see Reports and Dashboards: Lightning Experience Limitations.
View a Site’s Dashboards
Use dashboards to monitor the health of your Experience Cloud site.
- Open Experience Workspaces.
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Click Dashboards.
Pages that have dashboards mapped to them appear in the Dashboards section or on the Home page.
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Click the dashboard page that you want to view.
For an immediate refresh of dashboard data, click Refresh
If you access the dashboard after it was recently refreshed, the dashboard shows the globally cached data from the last refresh. If the dashboard hasn’t been refreshed in 24 hours, it’s refreshed automatically when you access it. All role-based external users in your site can refresh dashboards set up with Run as specified user and Run as logged-in user up to 1,000 times daily per org. Scheduled and automatic refreshes don’t count against the limit. There’s no refresh limit for internal users.
Note Experience Cloud sites don’t fully support dashboard subscriptions. If you subscribe to dashboards, you receive email notifications with updated dashboard information, but you can’t click through to the dashboard from the email notification. -
To view a related report, click View Report on the
dashboard.
Remember that the dashboards are configured to show site-specific data.
Be sure not to filter the report by Network ID. Filtering by Network ID ensures that the report dynamically displays data for the Experience Cloud site that you view it from. When you add a Network ID filter, it causes the report to show data only for the site with that Network ID. The report shows this limited data, regardless of which site you view it in.
Customize a Site’s Dashboards
Customize your dashboards to manage and prioritize the metrics that you want to view for your Experience Cloud site.
- Click Dashboards | Settings in Experience Workspaces.
- To edit the dashboard name, click the Label field and enter your changes.
- To map to a different dashboard, click the down arrow right of the Dashboard field, and then click the desired dashboard.
-
To edit the dashboard in your internal Salesforce org, click Edit
Dashboard.
Note If you’re using a dashboard that was created in Lightning Experience, the edit link doesn’t work.
