Share

Available for plans: Standard - Free, Standard, Premium, Enterprise and Ultimate.

A CRM Analytics license is required to view and access CRM Analytics assets in Unified Analytics.

Share a dashboard, widget, or lens with your colleagues by posting it to Chatter or copying its unique URL. A Chatter post provides an image and a link to the asset in CRM Analytics. Colleagues with the link and access to the asset can drill in and explore the information that’s presented. You can also export snapshot images of CRM Analytics assets to Quip. An exported image is published to a new Quip document. ~ Salesforce

Click the Share icon. You can share the entire dashboard by clicking the Share icon at the dashboard level, or select the arrow on a specific component and click Share.

In the Share dialog, select the Post to Feed or Export to Quip tab.

• Post to Feed posts an image and link in Chatter.
• Export to Quip publishes an image in a new Quip document. Get URL provides a unique URL to the asset.

Note! For colleagues to use the link to a dashboard or lens, you must give them access to the app that contains it.

Resources

• Download CRM Analytics Images and Export Filtered Data
• Share Dashboards, Widgets, and Lenses