--- schema_version: "1" id: 0767e584274acdf38c2b7aaf3b11f7eddceedcc01df8d5a07053e96bc8c7dd4f title: Share CRM Analytics in Experience Cloud Sites collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_app_communities.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_app_communities.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 419c7f38e44665dbb970561d0ab7905327e7cc1d75e836c65475e261886938a7 description: With CRM Analytics in Experience Cloud sites, external users can view apps shared with them via CRM Analytics dashboards embedded in their site. You can embed dashboards using Experience Builder or Visualforce pages. products: - CRM Analytics - Cross Cloud release: "264" --- # Share CRM Analytics in Experience Cloud Sites With CRM Analytics in Experience Cloud sites, external users can view apps shared with them via CRM Analytics dashboards embedded in their site. You can embed dashboards using Experience Builder or Visualforce pages. ### Required Editions
Available in Salesforce Classic and Lightning Experience.
Available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in: Developer Edition.
User Permissions Needed
To create, customize, or activate a site:

Create and Set Up Experiences

AND is a member of the site they’re trying to update
To modify CRM Analytics settings: Analytics Growth permission set license with Manage CRM Analytics permission
To view, explore, and share embedded CRM Analytics dashboards for users with an Experience Cloud site license: CRM Analytics for Communities permission set license with View CRM Analytics on Experience Cloud pages permission
To download data from widgets and lenses using the CRM Analytics user interface: Download CRM Analytics Data
![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note Only users with a Customer Community Plus, Partner Community, or Lightning External Apps Plus license can use this feature. This feature isn’t supported for guest users. Experience Cloud site users with license and permission can view dashboards embedded in their site, and they can explore lenses, facets, and links in the embedded dashboards. Site users can’t access the CRM Analytics home page or create, update, or delete any CRM Analytics asset. They also can’t upload data. This table summarizes differences between internal CRM Analytics users and external site users. |   | CRM Analytics Users | Site Users\*\*\* | | --- | --- | --- | | Access, Explore, and Facet Dashboards and Lenses | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | | View Analytics Assets backed by Data 360 Objects | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) |   | | Create, Update, and Delete Dashboards and Lenses | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) |   | | Share Dashboards and Lenses (post to Chatter and download images and data\*) | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | | View Analytics Assets backed by Data 360 | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) |   | | Save Dashboard Views\*\* | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | | Access the CRM Analytics Studio or CRM Analytics Mobile App | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) |   | | Access CRM Analytics Prebuilt Apps | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) |   | | Analyze Large Datasets | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | | Benefit from Security Predicates and Encryption | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | | Annotate Dashboard Widgets\* | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | | Subscribe to Lenses and Dashboard Widgets\* | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) |   | | Set and Track Notifications | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) |   | | Open Salesforce Records | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | | Perform Record-level Actions from Custom Action Menus\*\*\*\* | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | | Perform Bulk Actions from Customized Widget Menus\*\*\*\* | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | | Use Filter Builder\*\*\*\* | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) | | View Charts Based on a Timeseries Query | ![check icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/permissions_confirm16.gif) |   | \* Requires user permission. \*\* Requires setting enabled in Setup. \*\*\* Requires CRM Analytics for Communities permission set license with View CRM Analytics on Experience Cloud sites permission. \*\*\*\* Custom actions, bulk actions, and the filter builder aren't supported when embedding the LWC CRM Analytics Dashboard component in Experience Cloud sites. Here are the high-level steps for setting up CRM Analytics for Experience Cloud sites. 1. Enable Share Analytics with Communities and set up site members. See [Enable CRM Analytics for Experience Cloud Sites](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_communities_enable.htm&release=264.0.0&type=5 "Securely share CRM Analytics apps with an Experience Cloud site partner and customer users."). 2. Create CRM Analytics dashboards and save them in a CRM Analytics app that you can share with your Experience Cloud site. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_important.png) Important All datasets and other assets referenced by the dashboards must also be in the same app that you share with your site. 3. From the CRM Analytics app containing your dashboards, select **Share**. 4. In the Share dialog, select **Enable sharing with Communities**. ![Sharing Checkbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_app_sharing_communities_checkbox.png) When an app is enabled for sharing with external users, a message appears to let you know at a glance. You can easily check and change the sharing status of apps. ![Sharing Message](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_app_communities_message.png) 5. Share the app with site partners and customers by entering their names and clicking **Add**. Site members in the sharing list are highlighted in orange to distinguish them as external users, and Viewer is the only access available for them. 6. Embed your CRM Analytics dashboards using either [Experience Builder](https://help.salesforce.com/s/articleView?id=analytics.bi_embed_community_builder.htm&release=264.0.0&type=5 "Add analytics via the CRM Analytics Dashboard component available in Experience Builder–based templates.") or [Visualforce](https://help.salesforce.com/s/articleView?id=analytics.bi_embed_community_vf.htm&release=264.0.0&type=5 "Share analytics with external users via CRM Analytics dashboards embedded in their site."). ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note Apex steps aren't supported for dashboards embedded in Experience Cloud sites. For the best embedded experience, we recommend using the **LWC CRM Analytics Dashboard** component. This component integrates smoothly in your Experience Cloud site. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_important.png) Important If you’re using the **CRM Analytics Dashboard** Aura component and your Experience Cloud site uses color customizations, the customizations also appear in your embedded dashboards. To prevent the Site customizations from impacting your embedded dashboards, use the **LWC CRM Analytics Dashboard** instead. You can also enable the legacy iframe behavior for the Aura component. From Setup, in the Quick Find box, enter Analytics, and select **Settings**. Select **Use legacy iframe instead of LWC for embedded dashboards** and click **Save** Security is enforced at these levels. - By role, group, or user, via the Sharing dialog. - At the CRM Analytics app level, via the **Enable sharing with Communities** checkbox. - At the org setup level, via security predicates. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note Embedded dashboards in Experience Cloud sites don't support sharing inheritance. Use security predicates to control security. Access to the CRM Analytics Connect REST API is limited to the `GET` method for these endpoints: - `/wave/folders/` — Access to folders shared with the site. - `/wave/dashboards/` — Access to dashboards belonging to a folder shared with the site. - `/wave/lenses/` — Access to lenses belonging to a folder shared with the site. - `/wave/datasets/` — Access to datasets belonging to a folder shared with the site. - **[Use Experience Builder to Embed CRM Analytics Dashboards in Experience Cloud Sites](https://help.salesforce.com/s/articleView?id=analytics.bi_embed_community_builder.htm&release=264.0.0&type=5)** Add analytics via the CRM Analytics Dashboard component available in Experience Builder–based templates. - **[Use Visualforce to Embed CRM Analytics Dashboards in Experience Cloud Sites](https://help.salesforce.com/s/articleView?id=analytics.bi_embed_community_vf.htm&release=264.0.0&type=5)** Share analytics with external users via CRM Analytics dashboards embedded in their site. - **[Collaborate on CRM Analytics Dashboards in Experience Cloud Sites with Annotations](https://help.salesforce.com/s/articleView?id=analytics.bi_embed_community_annotations.htm&release=264.0.0&type=5)** Foster an environment of open communication sparked by CRM Analytics dashboards embedded in Experience Cloud sites. With annotations, partners and customers can converse in Chatter feeds on individual dashboard widgets. Annotations are available whether dashboards are embedded via Visualforce or the Experience Builder. - **[Subscribe to CRM Analytics Dashboard Widgets in Experience Cloud Sites (Beta)](https://help.salesforce.com/s/articleView?id=analytics.bi_subscriptions_for_community_users.htm&release=264.0.0&type=5)** Subscribe to dashboard widgets embedded in your Experience Cloud site to receive regular updates via email. Each subscription captures the state of the asset with any filters or selections that you applied, ensuring that you see the metrics most relevant to you. - **[Take Action in Salesforce from Experience Cloud Sites](https://help.salesforce.com/s/articleView?id=analytics.bi_embed_community_action_menus.htm&release=264.0.0&type=5)** From CRM Analytics in Experience Cloud sites, you can open Salesforce records and perform record-level actions and bulk actions. You set up an action menu on a dataset or a bulk action on a table widget. Then your site users can open records and take action in Salesforce directly from the CRM Analytics dashboard, without leaving your site. - **[Best Practices for CRM Analytics for Experience Cloud](https://help.salesforce.com/s/articleView?id=analytics.bi_communities_best_practices.htm&release=264.0.0&type=5)** Before setting up an Experience Cloud site with CRM Analytics, keep these best practices in mind for optimal performance and data security. #### See Also - [CRM Analytics Encryption](https://help.salesforce.com/s/articleView?id=analytics.bi_analytics_encryption.htm&release=264.0.0&type=5 "The CRM Analytics Encryption solution enhances security for Salesforce customers by extending encryption capabilities to the data at rest that is stored on the Salesforce file system.")