Use Visualforce to Embed CRM Analytics Dashboards in Experience Cloud Sites
Share analytics with external users via CRM Analytics dashboards embedded in their site.
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 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 |
- To add CRM Analytics to your site, follow the high-level steps in Share CRM Analytics in Experience Cloud Sites.
- Select the Visualforce page where you embed CRM Analytics, or create a page. See Defining Visualforce Pages.
- Optionally, add your page to a Visualforce tab. See Create Visualforce Tabs.
- When you’re ready to embed a dashboard, see Add a CRM Analytics Dashboard to a Visualforce Page.