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Agentforce Nonprofit
Embed Fundraising Intelligence Dashboards in Nonprofit

Embed Fundraising Intelligence Dashboards in Nonprofit

Enhance user visibility into the Fundraising Analytics App by embedding its dashboards in Lightning Experience pages. The dashboards are automatically embedded in homepages when the app is installed. If your homepages have been customized, manually add the Fundraising Analytics Dashboard component by using the Lightning App Builder.

REQUIRED EDITIONS
Available in: Lightning Experience
Available with: Nonprofit Cloud or Nonprofit Cloud for Grantmaking in Enterprise and Unlimited Editions
User Permissions Needed  
To create and save Lightning pages in the Lightning App Builder: Customize Application
To view Lightning pages in the Lightning App Builder: View Setup and Configuration
Note
Note If your homepages are customized or modified, you must manually embed the dashboards. Auto embedding is supported only on default Salesforce org homepages.
  1. In your Fundraising Intelligence app, click the app navigation menu and select Home.
  2. On the home page, click Setup menu gear icon and select Edit Page.
  3. From the list of standard components, drag the Fundraising Intelligence Dashboard onto the page canvas.
  4. Select the required dashboard.
  5. Save your changes.
 
Indlæser
Salesforce Help | Article