Embed dashboards with widgets that use live connectors, including Data 360, directly into your Experience Cloud sites. Give your users access to up-to-date information so they can review, profile, and trend real-time data right in their daily workflows.
Where: This change applies to Aura and LWR Experience Cloud sites accessed through Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
Who:
- To view embedded CRM Analytics assets, users need a Customer Community Plus or Partner Community license, a CRM Analytics for Experience Cloud permission set, and the View CRM Analytics on Experience Cloud pages user permission.
- To add embedded CRM Analytics components, users additionally need the Create and Set Up Experiences user permission and Manager or Editor access to the respective dashboard's folder or app.
- To assign an audience to the embedded component, users need the View Setup and Configuration user permission and must be a member of the site. They also need an appropriate contributor role that provides access to Experience Builder, such as Experience admin, Publisher, or Builder.
How: To add a widget that uses Data 360 live data, click the Components icon in Experience Builder. Then, drag the Dashboards component onto the page and select a CRM Analytics dashboard that uses Data 360 live data.