Create an app from the Analytics for Communications - Business template, and share it with your users.
Required Editions
| Available in: Developer edition and for an extra cost in Enterprise, Performance, and Unlimited editions. |
The Analytics for Communications - Business app includes dashboards that you can embed and access in Lightning Experience pages and Salesforce Classic experiences. Some dashboards require filters to be added when embedding. In this case, you must use filters for the Quote and Account Insights embedded dashboards.
The Account Insights dashboard requires filters to be added when embedding it. Use the
following syntax: {"datasets":{"Quote":[{"fields":["AccountId"],"filter":{"operator":"in","values":["$Id"]},"locked":true,"hidden":true}],"Order":[{"fields":["AccountId"],"filter":{"operator":"in","values":["$Id"]},"locked":true,"hidden":true}],"Opportunity":[{"fields":["AccountId"],"filter":{"operator":"in","values":["$Id"]},"locked":true,"hidden":true}]}}
The Quote Insights embedded dashboard requires filters to be added when embedding the
dashboard. Use the following syntax: {"datasets":{"Quote":[{"fields":["Id"],"filter":{"operator":"in","values":["$Id"]},"locked":true,"hidden":true}],"OrderItem":[{"fields":["Id"],"filter":{"operator":"in","values":["$Id"]},"locked":true,"hidden":true}],"QuoteMember":[{"fields":["Id"],"filter":{"operator":"in","values":["$Id"]},"locked":true,"hidden":true}]}}
For general instructions on embedding dashboards, see Embed Dashboards Everywhere in Salesforce Help.
For instructions on filtering embedded dashboards, see Filter and Selection Syntax for Embedded Dashboards in Salesforce Help.