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Embed Customer Signals Intelligence for Tableau Next Analytics Dashboards
Customer Signals Intelligence Tableua Next Analytics includes dashboards you can embed and access in Lightning Experience pages.
| Dashboard | Page to Embed | Add Filter |
|---|---|---|
| Customer Sentiment Insights | Contact Pages | To ensure the dashboard displays relevant data on Contact pages, configure the filter to pass the current Contact's unique ID. Set the Semantic Model to Customer Signals Intelligence Analytics, the Field to Account Contact ID, and the Record Value Field to Contact ID. |
| Customer Sentiment Insights | Account Pages | To ensure the dashboard displays relevant data on Account pages, configure the filter to pass the current Account's unique ID. Set the Semantic Model to Customer Signals Intelligence Analytics, the Field to Participant Account ID, and the Record Value to Account ID. |
| Customer Sentiment Insights | Lead Pages | To ensure the dashboard displays relevant data on Lead pages, configure the filter to pass the current Lead's unique ID. Set the Semantic Model to Customer Signals Intelligence Analytics, the Field to Lead ID, and the Record Value to Lead ID. |
For general instructions, see Embed Dashboards in Lightning Pages.
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