Share a visualization with your colleagues by posting to Chatter, getting its unique
URL, downloading a screenshot of it, or downloading its filtered data. A Chatter post provides an
image and a link to the asset—lens, dashboard, or app—in CRM Analytics. Colleagues
with the link and access to the asset can drill down and explore the information that’s presented.
To share without giving access to the asset, use the download options.
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 |
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Click Share.
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Click the tab for the sharing method that you want:
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Post to Feed posts to Chatter an image and the link to the lens,
dashboard, or app. Select User or Group feed,
enter the name, and then type your comment. You can also remove the image from your post by
hovering over it and clicking the x. Note that posted images are
public.
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Get URL provides a unique URL to the asset. Copy the link and then
paste it wherever you want to share it.
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Download gives you options to share a visualization without giving
access to it. You can download it as an image (
.png) or
as filtered data in Microsoft® Excel® (.xls) or
comma-separated values (.csv) format.
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If applicable, click Give Access to set the level of sharing
access.
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Click Done.
