Save a Visualization

Save your visualization as a lens.

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 view visualizations: Use CRM Analytics
  1. Click the Save icon.
    New Save Icon
  2. Enter a title and a description for your lens, and select the app to save it in.
  3. Click Save.