Use Visualforce to Embed CRM Analytics Dashboards in Experience Cloud Sites

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
  1. To add CRM Analytics to your site, follow the high-level steps in Share CRM Analytics in Experience Cloud Sites.
  2. Select the Visualforce page where you embed CRM Analytics, or create a page. See Defining Visualforce Pages.
  3. Optionally, add your page to a Visualforce tab. See Create Visualforce Tabs.
  4. When you’re ready to embed a dashboard, see Add a CRM Analytics Dashboard to a Visualforce Page.