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Dataset?",{"title":17,"path":95,"stem":96},"\u002Fen\u002Fcreating-datasets\u002Fquiz","en\u002F3.creating-datasets\u002F10.quiz",{"title":98,"path":99,"stem":100},"The Data Landscape","\u002Fen\u002Fcreating-datasets\u002Fthe-data-landscape","en\u002F3.creating-datasets\u002F2.the-data-landscape",{"title":102,"path":103,"stem":104},"Upload a CSV","\u002Fen\u002Fcreating-datasets\u002Fload-data-from-csv","en\u002F3.creating-datasets\u002F3.load-data-from-csv",{"title":106,"path":107,"stem":108},"Grain, Lookups & Joins","\u002Fen\u002Fcreating-datasets\u002Fgrain-lookups-and-joins","en\u002F3.creating-datasets\u002F4.grain-lookups-and-joins",{"title":110,"path":111,"stem":112},"Dataset Builder","\u002Fen\u002Fcreating-datasets\u002Fbuild-with-dataset-builder","en\u002F3.creating-datasets\u002F5.build-with-dataset-builder",{"title":114,"path":115,"stem":116},"Run the 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Lens?",{"title":137,"path":138,"stem":139},"Analytics Tab & Apps","\u002Fen\u002Flenses-and-explorations\u002Fthe-analytics-tab-and-apps","en\u002F4.lenses-and-explorations\u002F2.the-analytics-tab-and-apps",{"title":141,"path":142,"stem":143},"Explorer Mode Basics","\u002Fen\u002Flenses-and-explorations\u002Fexplorer-mode-basics","en\u002F4.lenses-and-explorations\u002F3.explorer-mode-basics",{"title":145,"path":146,"stem":147},"Chart, Table & SAQL","\u002Fen\u002Flenses-and-explorations\u002Fchart-table-and-saql-modes","en\u002F4.lenses-and-explorations\u002F4.chart-table-and-saql-modes",{"title":149,"path":150,"stem":151},"Editing Fields","\u002Fen\u002Flenses-and-explorations\u002Fediting-fields-and-metadata","en\u002F4.lenses-and-explorations\u002F5.editing-fields-and-metadata",{"title":153,"path":154,"stem":155},"Conversational 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Dashboards","\u002Fen\u002Fdesigning-dashboards\u002Flinking-dashboards","en\u002F5.designing-dashboards\u002F7.linking-dashboards",{"title":17,"path":194,"stem":195},"\u002Fen\u002Fdesigning-dashboards\u002Fquiz","en\u002F5.designing-dashboards\u002F8.quiz",{"title":49,"path":197,"stem":198},"\u002Fen\u002Fdesigning-dashboards\u002Finterview-questions","en\u002F5.designing-dashboards\u002F9.interview-questions","i-lucide-layout-dashboard",{"title":201,"path":202,"stem":203,"children":204,"icon":241},"Collaboration","\u002Fen\u002Fcollaboration","en\u002F6.collaboration\u002F1.index",[205,207,210,214,218,222,226,230,234,238],{"title":206,"path":202,"stem":203},"Why Collaboration Matters",{"title":49,"path":208,"stem":209},"\u002Fen\u002Fcollaboration\u002Finterview-questions","en\u002F6.collaboration\u002F10.interview-questions",{"title":211,"path":212,"stem":213},"Sharing a Dashboard","\u002Fen\u002Fcollaboration\u002Fsharing-a-dashboard","en\u002F6.collaboration\u002F2.sharing-a-dashboard",{"title":215,"path":216,"stem":217},"Notifications & Annotations","\u002Fen\u002Fcollaboration\u002Fnotifications-and-annotations","en\u002F6.collaboration\u002F3.notifications-and-annotations",{"title":219,"path":220,"stem":221},"Downloading Data","\u002Fen\u002Fcollaboration\u002Fdownloading-data","en\u002F6.collaboration\u002F4.downloading-data",{"title":223,"path":224,"stem":225},"Self-Service Explore","\u002Fen\u002Fcollaboration\u002Fself-service-exploration","en\u002F6.collaboration\u002F5.self-service-exploration",{"title":227,"path":228,"stem":229},"Views","\u002Fen\u002Fcollaboration\u002Fviews","en\u002F6.collaboration\u002F6.views",{"title":231,"path":232,"stem":233},"Subscriptions & Watchlists","\u002Fen\u002Fcollaboration\u002Fsubscriptions-and-watchlists","en\u002F6.collaboration\u002F7.subscriptions-and-watchlists",{"title":235,"path":236,"stem":237},"Onboarding & Learn","\u002Fen\u002Fcollaboration\u002Fonboarding-and-learn","en\u002F6.collaboration\u002F8.onboarding-and-learn",{"title":17,"path":239,"stem":240},"\u002Fen\u002Fcollaboration\u002Fquiz","en\u002F6.collaboration\u002F9.quiz","i-lucide-users",{"title":243,"path":244,"stem":245,"children":246,"icon":248},"This is Section","\u002Fen\u002Fthis-is-section","en\u002F7.this-is-section\u002F1.index",[247],{"title":243,"path":244,"stem":245},"i-lucide-book-open",false,{"id":251,"title":252,"access":253,"body":254,"description":357,"extension":358,"interview":253,"links":253,"meta":359,"navigation":360,"passScore":253,"path":202,"quiz":253,"seo":361,"stem":203,"video":253,"__hash__":362},"docs\u002Fen\u002F6.collaboration\u002F1.index.md","Collaboration in CRM Analytics",null,{"type":255,"value":256,"toc":349},"minimark",[257,261,269,285,290,293,306,309,316,320,323,328,335,339,343],[258,259,252],"h1",{"id":260},"collaboration-in-crm-analytics",[262,263,264,265],"p",{},"You've built the dataset. You've built the dashboard. It looks good, it's fast, the numbers tie out. And then, three months later, someone asks the question every analytics practitioner dreads: ",[266,267,268],"em",{},"\"How many people are actually using it?\"",[262,270,271,272,276,277,280,281,284],{},"This section is about the answer to that question. Not because we're going to add anything to your dashboard — but because CRM Analytics already ships with a full set of ",[273,274,275],"strong",{},"collaboration features"," that turn a dashboard from ",[266,278,279],{},"a page someone visits"," into ",[266,282,283],{},"a thing that shows up in their inbox, their Chatter feed, their phone, and their home screen",".",[286,287,289],"h2",{"id":288},"the-key-idea","The key idea",[262,291,292],{},"Here is the thing worth internalizing before anything else:",[294,295,297],"tip",{"icon":296},"i-lucide-key",[262,298,299,302,303,284],{},[273,300,301],{},"Every feature in this section is already included in the license you're paying for."," Notifications, subscriptions, watchlists, exports, self-service explore — none of it is an add-on, none of it needs code, and almost none of it needs a designer. It just needs someone to ",[266,304,305],{},"tell users it exists",[262,307,308],{},"That last part is the job. In practice, the difference between a dashboard with twelve users and a dashboard with two hundred is rarely the dashboard. It's whether anyone ever showed the audience that they can get a Monday-morning email of their own pipeline, or an alert when their region drops below target, or a CSV export without opening a ticket.",[262,310,311,312,315],{},"So treat collaboration as ",[273,313,314],{},"part of the build",", not as an afterthought. When you hand a dashboard over, hand over a five-minute walkthrough of these features with it.",[286,317,319],{"id":318},"who-does-what","Who does what",[262,321,322],{},"A useful mental model for this whole section is that collaboration splits across two roles.",[324,325],"lesson-cards",{":columns":326,":items":327},"2","[{\"title\":\"The designer configures\",\"icon\":\"i-lucide-pencil-ruler\",\"description\":\"Shares the dashboard, decides whether Explore is available, attaches help videos to widgets, and builds a download-friendly lens where exports make sense.\"},{\"title\":\"The user personalizes\",\"icon\":\"i-lucide-user-round-cog\",\"description\":\"Sets their own notifications, saves their own views, schedules their own subscriptions, and pins their own watchlist metrics — all against their own filters.\"}]",[262,329,330,331,334],{},"That split matters more than it sounds. Several of these features — notifications especially — behave differently for every person who sets one up, because they inherit ",[266,332,333],{},"that person's"," filter context. A designer cannot set them on someone else's behalf and get the right result. What the designer can do is make sure users know the button is there.",[286,336,338],{"id":337},"whats-ahead-in-this-section","What's ahead in this section",[340,341],"lesson-steps",{":items":342},"[{\"title\":\"Sharing a dashboard\",\"description\":\"Access, the Chatter post, the URL that encodes your current view, image download, and the print-to-PDF layout.\"},{\"title\":\"Notifications and annotations\",\"description\":\"Threshold alerts on a widget that follow the user's own filters, plus Chatter annotations with @mentions and screenshots.\"},{\"title\":\"Downloading data\",\"description\":\"Image, Excel, and CSV exports; why a values table beats a chart for row-level detail; and how to handle the 100-row limit responsibly.\"},{\"title\":\"Self-service exploration\",\"description\":\"Letting users open a widget in a lens and answer their own question — and how to turn that off when you shouldn't.\"},{\"title\":\"Views\",\"description\":\"Saving a set of selections as a named view, setting a default, and sharing the exact cut of data you're looking at.\"},{\"title\":\"Subscriptions and watchlists\",\"description\":\"Scheduled widget and table emails, the separate permission CSV subscriptions need, and pinning trending metrics to your home screen.\"},{\"title\":\"Onboarding and Learn\",\"description\":\"Attaching a help video to a widget so users can teach themselves what they're looking at.\"}]",[262,344,345,346,284],{},"By the end you'll be able to walk a business audience through every self-service capability their license already includes — which, in the real world, is what makes a dashboard stick. Let's start with the most basic and most used of them: ",[273,347,348],{},"sharing a dashboard",{"title":350,"searchDepth":351,"depth":352,"links":353},"",1,2,[354,355,356],{"id":288,"depth":352,"text":289},{"id":318,"depth":352,"text":319},{"id":337,"depth":352,"text":338},"The collaboration features shipped with your CRM Analytics license — sharing, notifications, annotations, downloads, explore, views, subscriptions, and watchlists — and why telling users they exist is the single biggest driver of dashboard adoption.","md",{},{"title":206},{"title":252,"description":357},"MdWzh-GElLBPRqg9lMrqQm1y6EQjEtsUWwiwY4DSHaU",[364,366],{"title":49,"path":197,"stem":198,"description":365,"children":-1},"Rehearse common CRM Analytics dashboard design interview questions — conditional formatting, faceting, steps behind filter widgets, tooltips, chart markers, KPI design, and linking dashboards with filters.",{"title":49,"path":208,"stem":209,"description":367,"children":-1},"Rehearse common CRM Analytics collaboration interview questions — sharing and views, notifications vs subscriptions, export limits, self-service explore, table subscriptions, watchlists, and how you drive dashboard adoption.",[],1786788913701]