[{"data":1,"prerenderedAt":428},["ShallowReactive",2],{"navigation":3,"page-\u002Fen\u002Fcollaboration\u002Fsharing-a-dashboard":250,"\u002Fen\u002Fcollaboration\u002Fsharing-a-dashboard-surround":422,"comments-\u002Fen\u002Fcollaboration\u002Fsharing-a-dashboard":427},[4],{"title":5,"path":6,"stem":7,"children":8,"page":249},"En","\u002Fen","en",[9,53,87,129,163,200,242],{"title":10,"path":11,"stem":12,"children":13,"icon":52},"CRM Analytics Foundations","\u002Fen\u002Ffoundations","en\u002F1.foundations\u002F1.index",[14,16,20,24,28,32,36,40,44,48],{"title":15,"path":11,"stem":12},"Welcome & Dev Org",{"title":17,"path":18,"stem":19},"Graded Quiz","\u002Fen\u002Ffoundations\u002Fquiz","en\u002F1.foundations\u002F10.quiz",{"title":21,"path":22,"stem":23},"What Is CRM Analytics?","\u002Fen\u002Ffoundations\u002Fwhat-is-crm-analytics","en\u002F1.foundations\u002F2.what-is-crm-analytics",{"title":25,"path":26,"stem":27},"Architecture","\u002Fen\u002Ffoundations\u002Farchitecture-and-data-flow","en\u002F1.foundations\u002F3.architecture-and-data-flow",{"title":29,"path":30,"stem":31},"The Data Layer","\u002Fen\u002Ffoundations\u002Fthe-data-layer","en\u002F1.foundations\u002F4.the-data-layer",{"title":33,"path":34,"stem":35},"The Design Layer","\u002Fen\u002Ffoundations\u002Fthe-design-layer","en\u002F1.foundations\u002F5.the-design-layer",{"title":37,"path":38,"stem":39},"The Intelligence Layer","\u002Fen\u002Ffoundations\u002Fthe-intelligence-layer","en\u002F1.foundations\u002F6.the-intelligence-layer",{"title":41,"path":42,"stem":43},"Hands-On Tour","\u002Fen\u002Ffoundations\u002Fhands-on-tour","en\u002F1.foundations\u002F7.hands-on-tour",{"title":45,"path":46,"stem":47},"Six Adoption Steps","\u002Fen\u002Ffoundations\u002Fsix-steps-and-interview-prep","en\u002F1.foundations\u002F8.six-steps-and-interview-prep",{"title":49,"path":50,"stem":51},"Interview Questions","\u002Fen\u002Ffoundations\u002Finterview-questions","en\u002F1.foundations\u002F9.interview-questions","i-lucide-compass",{"title":54,"path":55,"stem":56,"children":57,"icon":86},"Setup & User Provisioning","\u002Fen\u002Fsetup","en\u002F2.setup\u002F1.index",[58,60,64,68,72,76,80,83],{"title":59,"path":55,"stem":56},"Provisioning Users",{"title":61,"path":62,"stem":63},"Licenses & Permissions","\u002Fen\u002Fsetup\u002Flicenses-and-permission-sets","en\u002F2.setup\u002F2.licenses-and-permission-sets",{"title":65,"path":66,"stem":67},"Integration User","\u002Fen\u002Fsetup\u002Fthe-integration-user","en\u002F2.setup\u002F3.the-integration-user",{"title":69,"path":70,"stem":71},"Security User","\u002Fen\u002Fsetup\u002Fthe-security-user","en\u002F2.setup\u002F4.the-security-user",{"title":73,"path":74,"stem":75},"Analytics Settings","\u002Fen\u002Fsetup\u002Fanalytics-settings","en\u002F2.setup\u002F5.analytics-settings",{"title":77,"path":78,"stem":79},"Hands-On Access","\u002Fen\u002Fsetup\u002Fhands-on-assigning-access","en\u002F2.setup\u002F6.hands-on-assigning-access",{"title":17,"path":81,"stem":82},"\u002Fen\u002Fsetup\u002Fquiz","en\u002F2.setup\u002F7.quiz",{"title":49,"path":84,"stem":85},"\u002Fen\u002Fsetup\u002Finterview-questions","en\u002F2.setup\u002F8.interview-questions","i-lucide-settings-2",{"title":88,"path":89,"stem":90,"children":91,"icon":128},"Creating Datasets","\u002Fen\u002Fcreating-datasets","en\u002F3.creating-datasets\u002F1.index",[92,94,97,101,105,109,113,117,121,125],{"title":93,"path":89,"stem":90},"What Is a 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 Dataflow","\u002Fen\u002Fcreating-datasets\u002Frun-and-troubleshoot-the-dataflow","en\u002F3.creating-datasets\u002F6.run-and-troubleshoot-the-dataflow",{"title":118,"path":119,"stem":120},"Build with a Recipe","\u002Fen\u002Fcreating-datasets\u002Fbuild-the-same-dataset-with-a-recipe","en\u002F3.creating-datasets\u002F7.build-the-same-dataset-with-a-recipe",{"title":122,"path":123,"stem":124},"Combine Datasets","\u002Fen\u002Fcreating-datasets\u002Fcombine-datasets","en\u002F3.creating-datasets\u002F8.combine-datasets",{"title":49,"path":126,"stem":127},"\u002Fen\u002Fcreating-datasets\u002Finterview-questions","en\u002F3.creating-datasets\u002F9.interview-questions","i-lucide-database",{"title":130,"path":131,"stem":132,"children":133,"icon":162},"Lenses & Explorations","\u002Fen\u002Flenses-and-explorations","en\u002F4.lenses-and-explorations\u002F1.index",[134,136,140,144,148,152,156,159],{"title":135,"path":131,"stem":132},"What Is a 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 Analytics","\u002Fen\u002Flenses-and-explorations\u002Fconversational-analytics","en\u002F4.lenses-and-explorations\u002F6.conversational-analytics",{"title":17,"path":157,"stem":158},"\u002Fen\u002Flenses-and-explorations\u002Fquiz","en\u002F4.lenses-and-explorations\u002F7.quiz",{"title":49,"path":160,"stem":161},"\u002Fen\u002Flenses-and-explorations\u002Finterview-questions","en\u002F4.lenses-and-explorations\u002F8.interview-questions","i-lucide-search",{"title":164,"path":165,"stem":166,"children":167,"icon":199},"Designing Dashboards","\u002Fen\u002Fdesigning-dashboards","en\u002F5.designing-dashboards\u002F1.index",[168,169,173,177,181,185,189,193,196],{"title":164,"path":165,"stem":166},{"title":170,"path":171,"stem":172},"Conditional Formatting","\u002Fen\u002Fdesigning-dashboards\u002Fconditional-formatting","en\u002F5.designing-dashboards\u002F2.conditional-formatting",{"title":174,"path":175,"stem":176},"Date Toggles & Faceting","\u002Fen\u002Fdesigning-dashboards\u002Fdate-toggles-and-faceting","en\u002F5.designing-dashboards\u002F3.date-toggles-and-faceting",{"title":178,"path":179,"stem":180},"Tables, Images & Themes","\u002Fen\u002Fdesigning-dashboards\u002Ftables-images-and-themes","en\u002F5.designing-dashboards\u002F4.tables-images-and-themes",{"title":182,"path":183,"stem":184},"Tooltips & Chart Markers","\u002Fen\u002Fdesigning-dashboards\u002Ftooltips-and-chart-markers","en\u002F5.designing-dashboards\u002F5.tooltips-and-chart-markers",{"title":186,"path":187,"stem":188},"KPI Micro Charts","\u002Fen\u002Fdesigning-dashboards\u002Fkpi-micro-charts","en\u002F5.designing-dashboards\u002F6.kpi-micro-charts",{"title":190,"path":191,"stem":192},"Linking 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":211,"access":252,"body":253,"description":412,"extension":413,"interview":252,"links":252,"meta":414,"navigation":415,"passScore":252,"path":212,"quiz":252,"seo":416,"stem":213,"video":417,"__hash__":421},"docs\u002Fen\u002F6.collaboration\u002F2.sharing-a-dashboard.md",null,{"type":254,"value":255,"toc":402},"minimark",[256,260,269,272,277,282,301,309,316,320,327,330,334,345,349,352,356,362,369,373,378,385,391],[257,258,211],"h1",{"id":259},"sharing-a-dashboard",[261,262,263,264,268],"p",{},"The ",[265,266,267],"strong",{},"Share"," action sits in the top-right corner of every dashboard, and it's the feature most people discover first — usually because they want to send a screenshot to their manager. It does considerably more than that.",[261,270,271],{},"There are two levels of sharing in CRM Analytics, and it's worth separating them in your head right away:",[273,274],"lesson-cards",{":columns":275,":items":276},"2","[{\"title\":\"Dashboard-level Share\",\"icon\":\"i-lucide-layout-dashboard\",\"description\":\"Acts on the whole dashboard — access, the Chatter post, the URL, a full-page image, and print. That's this lesson.\"},{\"title\":\"Widget-level Share\",\"icon\":\"i-lucide-square-dashed\",\"description\":\"Acts on one chart or table — annotate, download data, explore, subscribe. Covered in the lessons that follow.\"}]",[278,279,281],"h2",{"id":280},"granting-access","Granting access",[261,283,284,285,288,289,292,293,296,297,300],{},"The first tab of the share dialog is about ",[265,286,287],{},"who can open the dashboard at all",". You pick a user, group, or role and give them a level of access — typically ",[265,290,291],{},"Viewer"," for a business audience, ",[265,294,295],{},"Editor"," or ",[265,298,299],{},"Manager"," for someone who needs to change or re-share it.",[261,302,303,304,308],{},"Worth remembering: dashboard access is ",[305,306,307],"em",{},"not"," the same thing as data access. Sharing the dashboard lets someone open the page; what they see inside it is still governed by the dataset's sharing inheritance and any security predicate you've set. Two people can open the same URL and legitimately see different numbers.",[310,311,313],"tip",{"icon":312},"i-lucide-shield-check",[261,314,315],{},"If a colleague reports that a shared dashboard is \"empty\", check row-level security before you check the share settings. An empty dashboard usually means access to the page but not to the rows.",[278,317,319],{"id":318},"posting-to-chatter","Posting to Chatter",[261,321,322,323,326],{},"The share dialog can push the dashboard straight into a ",[265,324,325],{},"Chatter"," feed — your own, a colleague's, or a group's. You type a message, pick the destination, and post.",[261,328,329],{},"This is genuinely useful and genuinely underused. A dashboard that gets announced in the sales-ops Chatter group with a sentence of context (\"new pipeline health dashboard, refreshed nightly at 6am\") gets opened. One that gets emailed as a link with no context does not.",[278,331,333],{"id":332},"the-url-and-why-its-smarter-than-it-looks","The URL — and why it's smarter than it looks",[261,335,336,337,340,341,344],{},"The share dialog gives you a ",[265,338,339],{},"URL"," you can copy. The important detail is that the URL doesn't just point at the dashboard — it encodes ",[265,342,343],{},"the state you're currently looking at",".",[346,347],"lesson-steps",{":items":348},"[{\"title\":\"Filter the dashboard first\",\"description\":\"Make your selections — a region, a quarter, a product line. Get the screen to the exact cut of data you want your colleague to see.\"},{\"title\":\"Open Share and copy the link\",\"description\":\"The generated URL carries that state, not just the dashboard ID.\"},{\"title\":\"Send it\",\"description\":\"Your colleague opens it and lands on the same filtered view, not the default one — assuming they have access to the dashboard and to the underlying rows.\"}]",[261,350,351],{},"This solves the most common friction in analytics conversations: \"look at the West region in Q3\" turning into three follow-up messages about which filters to click. Send the state instead.",[278,353,355],{"id":354},"downloading-as-an-image","Downloading as an image",[261,357,263,358,361],{},[265,359,360],{},"image"," option renders the dashboard as a picture you can drop into a deck, a document, or an email. It captures the dashboard as currently filtered, so the same \"set the state first\" habit applies.",[261,363,364,365,368],{},"It's a snapshot, though — the moment you export it, it stops being live. For anything recurring, a ",[265,366,367],{},"subscription"," (later in this section) is a far better answer than a manual image every Monday.",[278,370,372],{"id":371},"print","Print",[261,374,375,377],{},[265,376,372],{}," is the option people miss. It doesn't just fire the browser's print dialog on the on-screen layout — CRM Analytics re-lays out the dashboard into a print-friendly arrangement first, so widgets aren't clipped at page boundaries and the whole thing fits sensibly on paper.",[261,379,380,381,384],{},"From there, choose ",[265,382,383],{},"Save as PDF"," in your browser's print dialog and you have a shareable document. For executives who want a monthly PDF in their inbox, this is the manual version of what a subscription automates.",[310,386,388],{"icon":387},"i-lucide-lightbulb",[261,389,390],{},"Design with print in mind if you know your dashboard will be printed: very wide grids and tall scrolling tables translate badly. A page of compact KPI tiles and a few charts prints beautifully.",[261,392,393,394,397,398,401],{},"Sharing gets a dashboard in front of people. The next step is getting the dashboard to reach out to ",[305,395,396],{},"them"," — which is where ",[265,399,400],{},"notifications and annotations"," come in.",{"title":403,"searchDepth":404,"depth":405,"links":406},"",1,2,[407,408,409,410,411],{"id":280,"depth":405,"text":281},{"id":318,"depth":405,"text":319},{"id":332,"depth":405,"text":333},{"id":354,"depth":405,"text":355},{"id":371,"depth":405,"text":372},"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.","md",{},{"title":211},{"title":211,"description":412},{"id":418,"start":419,"end":420},"O3VOuWrCsIY",0,115,"TMQ_sAFVR-QQyJG6Z94eky_M6AI32yt6s4wkSgb-dVo",[423,425],{"title":49,"path":208,"stem":209,"description":424,"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.",{"title":215,"path":216,"stem":217,"description":426,"children":-1},"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.",[],1786788914047]