Securely share CRM Analytics apps with an Experience Cloud site partner and customer users.
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 modify settings: | Manage CRM Analytics |
| To view CRM Analytics dashboards and lenses: | View CRM Analytics on Experience Cloud pages |
Note Only users with a Customer Community Plus, Partner Community, or Lightning External
Apps Plus license can use this feature. This feature is supported in sites but not in portals.
To enable CRM Analytics for sharing in Experience Cloud sites, complete these steps.
- From Setup, enter Analytics in the Quick Find box, then select Settings. Select Share Analytics with Communities.
- In Setup, assign your community members the CRM Analytics for Communities permission set license.
- In Setup, create a permission set that includes the View CRM Analytics on Experience Cloud pages permission and assign it to your community members.
- Continue setting up CRM Analytics for Communities with Step 2 in Share CRM Analytics in Experience Cloud Sites .