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How do I embed Einstein dashboard in Salesforce?
Navigate to your home page or a record page for the object you want to edit. Go to the top cog icon and just click ‘Edit Page’. The App Builder is magic! Drag the component ‘Einstein Analytics Dashboard’ and select which active dashboard you want to display…it couldn’t be easier!
How do I publish a Salesforce dashboard?
Available in Salesforce Classic and Lightning Experience….Required Editions
- Click Share.
- Click the tab for the sharing method that you want. Post to Feed posts an image and link in Chatter.
- If applicable, click Give Access to set the level of sharing access.
- Click Done.
How do I access Einstein Analytics in Salesforce?
Users can access Einstein Analytics via the Analytics tab or via the Analytics Studio app (from the App Launcher). But first, users need the license! Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set.
How do I create an analytics dashboard in Salesforce?
Or, in Salesforce Classic, select Analytics Studio from the app menu in the upper right. Select Create | Dashboard. Under Blank Dashboard, click Create Blank Dashboard. Tip Although you won’t do it for this exercise, you can click Create Dashboard from Template to create a dashboard based on a template.
How do I create a dynamic dashboard in Salesforce?
To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you’d like, and select the right folder for proper organization.
How to embed analytics dashboards in Salesforce Lightning pages?
Embedded dashboards display Einstein Analytics data to your users where it matters the most – there’s no need to navigate to a separate application to surface these powerful reports.
Where can I find the Einstein analytics dashboard?
Here you can see in the app builder the account page, with the compact layout section at the top, followed by an embedded Einstein Analytics dashboard.
How can I create a dashboard in Salesforce?
Select Create | Dashboard. Under Blank Dashboard, click Create Blank Dashboard . Tip Although you won’t do it for this exercise, you can click Create Dashboard from Template to create a dashboard based on a template. You can apply a template only while you create a dashboard—you can’t apply one to an existing dashboard.
How to build a dashboard in analytics studio?
To build a lens, all you have to do is open your dataset inside Analytics Studio, and choose the appropriate data variables and display formats. Once you have created a comprehensive set of lenses, you are ready to build your dashboard.