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Embedding Analytics for Manufacturing dashboards in Lightning pages

Key Takeaway

Embed manufacturing dashboards with the LWC CRM Analytics Dashboard component. On a record page, the filter string's dataset name must match the dataset in your app, or the dashboard ignores the filter and shows all its data.

The Analytics for Manufacturing app is a CRM Analytics app. Its dashboards can sit inside Lightning Experience pages, such as the home page or a Sales Agreement, Account, or Account Manager Targets record page. Users then see analytics next to the record they are working on. Some dashboards are auto-embedded. An admin adds the others with the LWC CRM Analytics Dashboard component, a height, and a JSON filter string.

Embedded and in-app dashboards

The Analytics for Manufacturing app includes dashboards built for Lightning Experience pages. Some of these dashboards are auto-embedded. An admin can embed others on manufacturing pages.

Embedded dashboards work differently from in-app dashboards. Users open in-app dashboards in CRM Analytics Studio. Embedded dashboards show insights in the context of the Salesforce object a user is working with. Users can drill down and explore an embedded dashboard without leaving the Lightning page.

The app is available in Enterprise, Unlimited, and Developer Editions where Agentforce Manufacturing and CRM Analytics are enabled.

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