Collaborate on CRM Analytics Dashboards in Experience Cloud Sites with Annotations

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.

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 community they’re trying to update
To modify CRM Analytics settings:	Analytics Growth permission set license with Manage Analytics permission
To view, explore, and share embedded CRM Analytics dashboards for users with an Experience Cloud license:	Analytics for Communities permission set license with View Analytics on Communities pages permission

User Permissions Needed

To create, customize, or activate a site:

Create and Set Up Experiences

AND is a member of the community they’re trying to update

To modify CRM Analytics settings:

Analytics Growth permission set license with Manage Analytics permission

To view, explore, and share embedded CRM Analytics dashboards for users with an Experience Cloud license:

Analytics for Communities permission set license with View Analytics on Communities pages permission

Note Only users with a Customer Community Plus, Partner Community, or Lightning External Apps Plus license can use this feature.

If you haven’t already set up CRM Analytics for Experience Cloud, see Share CRM Analytics in Experience Cloud Sites. To set up annotations, verify that Chatter is enabled for your community users. Also, enable feed tracking on CRM Analytics Assets. (For more information, see Enable Annotations on Dashboard Widgets.)

To create annotations, click Icon control to open in CRM Analytics to open your embedded dashboard in CRM Analytics. Then select Annotate from the dropdown menu on a widget.

Community dashboard opened in CRM Analytics and showing annotations panel

In the annotations panel, you can type messages and @mention people in your org who have access to the dashboard. You can also share screenshots of the current state of the dashboard. CRM Analytics dashboard annotations are natively integrated with Chatter, and comments on dashboards also appear as Chatter posts. If users click the Follow button, they see all comments on the dashboard. From Chatter, they can click the dashboard image to navigate directly to the annotation on the dashboard in CRM Analytics, where they can add to the conversation. For more information, see Collaborate with Dashboard Annotations.

The visibility of posts depends on the type of user that makes the original post. For security, external site users can’t see annotations originated by your org’s internal users (unless the external user is @mentioned). But if an internal user replies on an annotation started by an external user, then all users can see all posts. For more information, see the visibility property in the Connect REST API Developer Guide.