Conduct meetings directly from CRM Analytics by presenting
dashboards in running apps. With dashboards instead of slides with static images, you have
real-time access to your data, and you can showcase dynamic visualizations.
Required Editions
| Available in Salesforce Classic and Lightning Experience. |
| Available with CRM Analytics, which is available for an extra cost in
Enterprise, Performance, and Unlimited Editions. Also available in
Developer Edition.
|
| User Permissions
Needed |
| To present from CRM Analytics: |
Use CRM Analytics |
Start a presentation by clicking the Full Screen icon (
) in the control bar of a running app or dashboard.
During the presentation, you can use all the CRM Analytics functionality, such as filtering,
faceting, and exploring lenses. In addition, the presentation has a control bar. You can
share, set notifications, and collaborate in a dashboard’s feed with annotations.
To move to another dashboard or lens, click 
next to the title to open the navigation list and select
the next asset to present.
