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Enable Analytics in Your Experience Cloud Site
Enable Analytics for Experience Cloud sites to allow your partner and customer users to view and explore Analytics dashboards.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Experience Cloud is available in: Enterprise, Performance, Unlimited, and Developer Editions |
| Analytics is available for an extra cost in: Enterprise, Performance, and Unlimited Editions. Also available in: Developer Edition |
| User Permissions Needed | |
|---|---|
| To create, customize, or activate an Experience Cloud site: | Create and Set Up Experiences AND is a member of the site they’re trying to update |
| To modify Analytics settings: | Analytics Growth permission set license with Manage Analytics permission |
| To view, explore, and share embedded Analytics dashboards: | Analytics for Communities permission set license with View Analytics on Experience Cloud Site Pages permission |
Note Only users with a Customer Community Plus, Partner Community, or Lightning External Apps
Plus license can use this feature. This feature is supported in Experience Cloud sites but
not in portals.
To share Analytics dashboards in your Experience Cloud site, complete the following steps.
- Set up Analytics in your Salesforce org, as described in the Set Up the CRM Analytics Platform section.
- Enable Analytics for Experience Cloud and set up site members. See Enable CRM Analytics for Experience Cloud Sites.
- In Analytics, create dashboards and save them in an Analytics app. Designate that app for sharing with the community. For more information about working with Analytics, refer to the Analytics Library.
- Embed your Analytics dashboards using either Experience Builder or Visualforce.
- From the Analytics app containing your dashboards, give access to site members by selecting Share. In the Share dialog, select Enable sharing with Communities. Invite site partners and customers to share the app.
For more information, see Share CRM Analytics in Experience Cloud.
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