Embedding dashboards on the detail page in Salesforce Classic
In order to start embedding the dashboard, let's create a sample dashboard by performing the following steps:
- Navigate to
Analytics Studio
|Create
|Dashboard.
- Add three chart widgets on the dashboard.
- Click on the button in the middle and select the
Opportunity
dataset. SelectMeasures
asSum of Amount
and selectBillingCountry
underGroup by
. Click onDone
. - Repeat the second step for the second widget, but select
Account Source
underGroup by
and make it a donut chart. - Repeat the second step for the third widget but select
Stage
underGroup by
- Click on Save (s) and enter
Embedding Opportunities
in the title field, as shown in the following screenshot:
The preceding screenshot displays the data from Opportunities
Now that we have created a dashboard, let's embed this dashboard in Salesforce Classic. In order to start embedding the dashboard, exit from the Einstein Analytics platform and go to Classic...