Clip a Lens to a Dashboard

To include the lens in a dashboard, clip it. When you clip the lens, CRM Analytics adds a query to all the open dashboards. If a dashboard isn’t open, CRM Analytics adds the query to a new dashboard in dashboard designer. After you add the query to the designer, you can apply it to a widget in the dashboard. The widget overrides the visualization settings of the lens—the widget determines how to display the results of the query.

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.

Open the lens.
Click .
CRM Analytics creates a query, and adds it to the query panel of the dashboard designer.
To save the query, save the dashboard.

Note Changes to the query properties don’t affect the lens.