Customer Lifecycle Analytics includes dashboards you can embed and access in Lightning Experience pages.
Required Editions
| Available for an extra charge in Enterprise, Unlimited, and Developer editions where Salesforce Surveys is enabled. |
For general instructions, see Embed Dashboards in Lightning Pages in Salesforce Help. Here are examples using dashboards from the Customer Lifecycle Analytics app.
Example To embed a contact object’s feedback scorecard, use the following string in the Filter
String box:
.
{"datasets":{"Contacts":[{"fields":["Id"],"filter":{"operator":"in","values":["$Id"]}}]}}
Example To embed a contact object’s customer lifecycle dashboard, use the following string in the
Filter String box:
{"datasets":{"Contacts12":[{"fields":["Id"],"filter":{"operator":"in","values":["$Id"]}}]}}
- Configure Feedback Scorecards
Configure feedback scorecards before you use them.