Salesforce Docs Portal

Embed Analytics for Loyalty Dashboards in Lightning Pages

The Analytics for Loyalty app includes dashboards that you can embed and access in Lightning Experience pages.

Required Editions

Available in: Developer, Enterprise, Performance, and Unlimited editions that have Loyalty Management enabled.
Example
Example

To embed the Member Preferences dashboard on a Loyalty Program Member page, use the following string in the Filter String box:

{"datasets":{"LoyaltyLedger":[{"fields":["LoyaltyProgramMemberId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}
Example
Example

To embed the Member Summary dashboard on a Loyalty Program Member page, use the following string in the Filter String box:

{"datasets":{"TransactionJournal":[{"fields":["MemberId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}
Example
Example

To embed the Member NPS dashboard on a Loyalty Program Member page, use the following string in the Filter String box:

{"datasets":{"LoyaltyMemberTier":[{"fields":["LoyaltyMemberId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}
Example
Example

To embed the Member CSAT dashboard on a Loyalty Program Member page, use the following string in the Filter String box:

{"datasets":{"LoyaltyMemberTier":[{"fields":["LoyaltyMemberId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}
Example
Example

To embed the left pane of the Promotion Performance dashboard on a Loyalty Program Member page, use the following string in the Filter String box:

{"datasets":{"TransactionJournal":[{"fields":["Promotion.PromotionId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}
Example
Example

To embed the right pane of the Promotion Performance dashboard on a Loyalty Program Member page, use the following string in the Filter String box:

{"datasets":{"Promotion":[{"fields":["Id"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}