Salesforce Docs Portal

Enable Previews for All Assets

Make it easier for users to browse analytics assets in collections. Replace generic icons with preview thumbnails of your CRM Analytics contents and Lightning reports and dashboards, including those that have row-level security restrictions.

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

Asset preview images are generated and refreshed when the asset is saved. Images are generated and refreshed if the image is missing or older than 30 days for users with Edit access to an item. Asset previews always appear for CRM Analytics assets with no security predicate. However, a setting must be turned on to enable asset previews for all Lightning assets, and CRM Analytics assets that have a security predicate.

  1. CRM Analytics Assets
    1. From Setup, enter Analytics in the Quick Find box, then select Settings.
    2. Select Show preview thumbnails for secure lenses and dashboards.
    3. Click Save.
      Important
      Important Even if row-level security applies to the dataset used by a lens or dashboard, the preview thumbnail could expose data from restricted rows. Row-level security restrictions take effect only after you’ve clicked through to the lens or dashboard.
  2. Lightning Assets
    1. From Setup, enter Reports in the Quick Find box, then select Reports and Dashboards Settings.
    2. Select Show preview thumbnails for reports and Lightning dashboards.
    3. Click Save.