Subscribe to dashboard widgets embedded in your Experience Cloud site to receive regular updates via email. Each subscription captures the state of the asset with any filters or selections that you applied, ensuring that you see the metrics most relevant to you.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Note Dashboard Widget Subscriptions in Experience Cloud Sites is a pilot or beta service that is
subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by
Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at
the Customer's sole discretion.
| User Permissions Needed | |
|---|---|
| To subscribe to CRM Analytics dashboard widgets in Experience Cloud sites | Use Subscription Emails |
Depending on the type of portal user, assign one of these permission sets.
- For partner users, assign the Analytics Cloud - Wave Community Users permission set.
- For customers, assign the CRM Analytics For Community Logins or CRM Analytics For Community Members permission set.
Standard permission sets for community users don't include the Use Subscription Emails permission. To download, share, view, and subscribe to CRM Analytics dashboard widgets in Experience Cloud sites, admins must create a custom permission set along with the required system permissions.
Note Contact your account executive if you can't access the Use Subscription Emails
permission.
- From Setup, in the Quick Find box, enter Analytics, and then click Settings. Select Enable Subscriptions for Experience Cloud Users (Beta).
- Log in to your Experience Cloud site, and in the dashboard settings, select Enable Subscriptions.
-
Open a CRM Analytics dashboard.
To create a personalized view before subscribing to a widget, apply any dashboard filters or selectors.
- From the dashboard widget actions, click Subscribe.
-
Select a frequency of Daily, Weekly, or
Monthly, and choose the time of day.
Subscription emails are sent based on your local time zone.
- To receive a snapshot and data summary to your mail, select Email.
-
Enter a title for the subscription and click Save.
Note Community users can subscribe to widgets only if you share the dashboards with the community. To share a dashboard, place the dashboard and related assets in an app and share the app with community members.
- Edit or Delete CRM Analytics Widget Subscriptions in Experience Cloud Sites (Beta)
You can update the schedule and filters for your subscriptions or permanently delete them when they are no longer needed. Updates to subscriptions ensure you continue to receive the most relevant data insights in your Experience Cloud site. - Considerations and Limitations for Dashboard Widget Subscriptions in Experience Cloud Sites (Beta)
Keep these considerations and limitations in mind when subscribing to CRM Analytics dashboard widgets in Experience Cloud sites.