Thanks to the Salesforce Summer ‘23 release, you can now use parameters to transform CRM Analytics component widgets into dynamic ones …
1. Introduction to dynamic component widgets in CRM Analytics:
– Components are a hidden gem in the CRM Analytics toolbox.
– Before the Salesforce Summer ‘23 release, components had to be identical on every dashboard.
– Now, with the release, parameters can be used to make component widgets dynamic.
2. Steps to create a component and add a parameter:
– Drag the component widget to the dashboard and select “Create New Component”.
– Add a widget to the component.
– Save the component.
– Click on the Component Widget and choose the advanced editor.
– Find the value to parameterize (e.g., “Country”).
– Click on the pages icon to copy the parameter to the clipboard.
– Click Create or update to create the parameter.
– Verify the parameter on the Parameters tab.
– Change the query to use the parameter.
3. Using the component on the dashboard with the parameter:
– Select the component and preview the dashboard.
– The component should display data based on the parameter (e.g., by Country).
– To change the parameter, edit the dashboard and go to Parameters.
– Select the parameter and change the value type to Static.
– Replace the parameter value (e.g., Country) with a new value (e.g., State).
– The component will now display data based on the new parameter (e.g., by State).
4. Other possibilities with dynamic component widgets:
– Parameterizing other aspects of the component, such as filters.
– Sales by Group or District.
– Product type filtering for different dashboards.
– Other scenarios where different views or filters are needed.
5. Conclusion and benefits of using dynamic component widgets:
– Dynamic component widgets allow for more flexibility and reusability of components in CRM Analytics.
– They make dashboards more useful and enhance the overall user experience.
– With the Salesforce Summer ‘23 release, users can leverage the full potential of CRM Analytics components.
You can read it here: https://sfdc.blog/OrxPa
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