Specify your trusted sites in the CRM Analytics allowlist, you can include embedded CRM
Analytics dashboards in websites and apps outside of Salesforce servers.
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 modify settings: |
Manage CRM Analytics |
To set up an Analytics allowlist, complete the following steps.
-
From Setup, enter Allowlist in the Quick Find
box, then select Allowlist under Analytics.
-
On the Allowlist for Embedding Dashboards page, click New.
-
On the Allowed Site Edit page, enter the information for the site you want to add to the
CRM Analytics allowlist.
-
Click Save.
