Subscribe to Dashboard Widgets in Experience Cloud Sites (Beta)

Keep your community users informed with dashboard widget subscriptions in your Experience Cloud sites. Send automated updates to your external users via email or portal notifications based on their selected schedules and filters. CRM Analytics enforces portal profiles and sharing rules so that your community users only see authorized data.

Where: This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited 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.

Who: To subscribe to CRM Analytics dashboard widgets, community users need the Use Subscription Emails user permission. 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 dashboard widgets in Experience Cloud sites, admins must create a custom permission set along with the required system permissions.

How: From Setup, in the Quick Find box, enter Analytics, and then click Settings. Select Enable Subscriptions for Experience Cloud Users (Beta). Then, in the Experience Cloud site settings for dashboards, select Enable Subscriptions. To start a subscription, select Subscribe from a widget’s action menu.