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Embed Dashboards
The Service Cloud data bundle and Field Service data bundles create the Field Service data streams and data mappings. When you install Proactive Asset Service, the Field Service data model objects provide the data for visualization in CRM Analytic dashboards.
Refer to Embed Dashboards in Lightning Pages and Filter and Selection Syntax for Embedded Dashboards for more information on CRM Analytics dashboards.
Important Only the Asset record home page is supported. The
$Id in the Dashboard Filter String must refer to the Asset ID of
the current page.
- View the record home page of an asset. Click Edit Page and drag a CRM Analytics Dashboard to the record home page. Select the dashboard created in the step Install and Enable Proactive Asset Service Intelligence on the setup page.
- Click Filter String and copy the Dashboard Filter String to show data for the current Asset ID.
- Save the Asset record home and exit the Lightning App Builder.
Dashboard Filter String
{
"cdpObjects": {
"AssetHealthScore__cio":[
{
"fields":["assetid__c"],
"filter": {
"operator": "in",
"values":["$Id"]
}
}
],
"AssetAgeKPI__cio":[
{
"fields":["assetid__c"],
"filter": {
"operator": "in",
"values":["$Id"]
}
}
],
"TotalUsageKPI__cio":[
{
"fields":["assetid__c"],
"filter": {
"operator": "in",
"values":["$Id"]
}
}
],
"RecentRepairsKPI__cio":[
{
"fields":["assetid__c"],
"filter": {
"operator": "in",
"values":["$Id"]
}
}
]
},
"locked":true,
"hidden":true
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