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Annotations",null,{"type":255,"value":256,"toc":412},"minimark",[257,261,279,284,295,299,302,310,313,323,326,331,341,352,359,363,370,377,393,396,399,402],[258,259,252],"h1",{"id":260},"notifications-and-annotations",[262,263,264,265,269,270,274,275,278],"p",{},"Sharing is a ",[266,267,268],"em",{},"pull"," feature — someone has to open the dashboard. ",[271,272,273],"strong",{},"Notifications"," are a ",[266,276,277],{},"push"," feature: the platform watches a number for you and emails you when it crosses a line you drew. For a busy business user, that difference is everything.",[280,281,283],"h2",{"id":282},"setting-a-notification","Setting a notification",[262,285,286,287,290,291,294],{},"Notifications live at the ",[271,288,289],{},"widget"," level. Open the widget's action menu and choose ",[271,292,293],{},"Set Notification",".",[296,297],"lesson-steps",{":items":298},"[{\"title\":\"Filter the dashboard to what you care about\",\"description\":\"This step is not optional and not cosmetic — the notification captures the current filter context. Get the widget showing your slice of the data first.\"},{\"title\":\"Open Set Notification on the widget\",\"description\":\"Available on widgets backed by a measure — number tiles and charts are the usual candidates.\"},{\"title\":\"Define the condition\",\"description\":\"Pick the measure and a threshold: greater than, less than, equal to a value. 'Open pipeline below 2M', 'cases over 50'.\"},{\"title\":\"Choose a schedule\",\"description\":\"How often the platform evaluates the condition — hourly, daily, weekly, at a time you pick. The check runs on that cadence; the email only arrives if the condition is true.\"},{\"title\":\"Decide on repeat behaviour\",\"description\":\"Tick 'notify me only the first time the conditions are met' if you want a single alert per breach rather than one every evaluation.\"}]",[262,300,301],{},"That last checkbox is the difference between a useful alert and an inbox you start ignoring. If a metric sits below target for three weeks, do you want twenty-one emails or one? For most threshold alerts, the answer is one.",[280,303,305,306,309],{"id":304},"why-the-user-sets-this-not-the-designer","Why the ",[266,307,308],{},"user"," sets this, not the designer",[262,311,312],{},"This is the part that trips people up, and it's the single most important idea in the lesson.",[262,314,315,316,319,320,294],{},"A notification ",[271,317,318],{},"inherits the filter state of the dashboard at the moment it was created",". It doesn't just watch \"the widget\" — it watches ",[266,321,322],{},"the query that widget was running for you, with your selections applied",[262,324,325],{},"Which means:",[327,328],"lesson-cards",{":columns":329,":items":330},"2","[{\"title\":\"Same widget, different alerts\",\"icon\":\"i-lucide-git-branch\",\"description\":\"A West-region manager filters to West and sets a notification. An East-region manager does the same on East. Identical widget, two genuinely different alerts — each watching their own numbers.\"},{\"title\":\"The designer can't do it for them\",\"icon\":\"i-lucide-user-x\",\"description\":\"A notification you create belongs to you and watches your filters. It is a personal subscription to a condition, not a dashboard property you configure once for everyone.\"}]",[262,332,333,334,337,338,340],{},"So the designer's job here is ",[266,335,336],{},"communication",", not configuration. When you hand over a dashboard, show the audience where ",[271,339,293],{}," lives and make the point explicitly: filter to your world first, then set the alert.",[342,343,345],"tip",{"icon":344},"i-lucide-alert-circle",[262,346,347,348,351],{},"Each user is limited to ",[271,349,350],{},"10 notifications",". That's a per-user cap across CRM Analytics, not per dashboard. It's generous for the intended use — a handful of metrics you genuinely need to be told about — but it does mean users should spend them deliberately rather than setting one on every tile they like the look of.",[262,353,354,355,358],{},"Notifications also fire on ",[271,356,357],{},"mobile",". If your audience uses the CRM Analytics mobile app, an alert arrives as a push notification on their phone, which for a field-based team is often the only analytics touchpoint that reliably lands.",[280,360,362],{"id":361},"annotations","Annotations",[262,364,365,366,369],{},"The second half of this lesson is ",[271,367,368],{},"Annotate",", and it solves a different problem: not \"tell me when a number moves\" but \"let's talk about this number\".",[262,371,372,373,376],{},"Annotate is on the same widget action menu. It opens a comment thread attached to that specific widget, and posts it to ",[271,374,375],{},"Chatter"," — with two options that make it far more useful than a plain comment box:",[378,379,380,387],"ul",{},[381,382,383,386],"li",{},[271,384,385],{},"Include a screenshot"," of the widget as it currently looks, so the conversation has a picture of what you were seeing.",[381,388,389,392],{},[271,390,391],{},"@mention"," colleagues, which pulls them into the thread and notifies them the normal Salesforce way.",[262,394,395],{},"Two very different audiences use this, and both are worth mentioning when you train users:",[327,397],{":columns":329,":items":398},"[{\"title\":\"Business discussion\",\"icon\":\"i-lucide-message-circle\",\"description\":\"'@Priya why did Central drop 30% in week 4?' — the question lives on the widget itself, with the visual attached, instead of in a lost email thread.\"},{\"title\":\"Design review\",\"icon\":\"i-lucide-clipboard-check\",\"description\":\"During UAT, stakeholders annotate the widgets they want changed. You get feedback pinned to the exact widget rather than a document saying 'the chart in the middle looks wrong'.\"}]",[262,400,401],{},"That second use is one of the most practical tricks in this section. Running dashboard sign-off through annotations gives you an unambiguous, threaded, screenshot-backed list of change requests — and it happens inside the tool instead of alongside it.",[262,403,404,405,408,409,294],{},"Notifications and annotations keep people engaged with the dashboard. But sooner or later somebody wants the numbers ",[266,406,407],{},"out"," of it — into a spreadsheet. That's the next lesson: ",[271,410,411],{},"downloading data",{"title":413,"searchDepth":414,"depth":415,"links":416},"",1,2,[417,418,420],{"id":282,"depth":415,"text":283},{"id":304,"depth":415,"text":419},"Why the user sets this, not the designer",{"id":361,"depth":415,"text":362},"Set threshold notifications on a CRM Analytics widget, understand why they belong to the end user's filter context rather than the designer's, work within the 10-notification limit, and use Annotate to post a widget to Chatter with @mentions.","md",{},{"title":215},{"title":252,"description":421},{"id":427,"start":428,"end":429},"O3VOuWrCsIY",115,330,"CIoVbq0qbMVXlhKfJuWz8Maiq2N5v10u-Ok5TwyvYsQ",[432,434],{"title":211,"path":212,"stem":213,"description":433,"children":-1},"Use the dashboard-level Share action in CRM Analytics — grant access, post to the Chatter feed, copy a URL that encodes your current view, download the dashboard as an image, and print a PDF-friendly layout.",{"title":219,"path":220,"stem":221,"description":435,"children":-1},"Export CRM Analytics widget data as an image, Excel, or CSV — why a values table gives row-level detail a grouped chart can't, how the 100-row limit and query limit work, and why a dedicated download dashboard beats raising the limit.",[],1786788926521]