Embedded dashboards, record filters and Salesforce actions
Embedding a dashboard on Lightning pages with the dashboard component, passing record values through filter and selection JSON, locking or hiding filters, and letting users act from the dashboard with Salesforce record actions, flows, record links and page navigation.
Given business requirements, make dashboards actionable and accessible in Lightning pages.
~8 min read · 13 practice questions ·
What the exam expects
- Embed a dashboard on a Lightning record, home or app page and configure the component's attributes, visibility and header.
- Write filter and selection JSON that passes values from the record page, and know when each is ignored.
- Stop users widening an embedded dashboard's data with Locked or Hidden filters, and make every widget accept the embedded filter.
- Configure Salesforce record actions, record links, flows and page navigation so users act without leaving the dashboard.
- Choose where to embed a dashboard for mobile users who need it always or only now and then.
Key terms: CRM Analytics Dashboard component (the Lightning App Builder component, now recommended as the LWC version, that displays a dashboard on a Lightning page); filter (JSON that restricts dataset rows, keyed by datasets); selection (JSON that highlights dimension values while showing all data, keyed by steps); token (a $FieldName value taken from the parent record); Record ID Field (the dataset field holding the ID that record actions act on).
Key facts
- Detail
- Aura only; use Set Component Visibility
- Detail
- Ignored; all data, no selection
- Detail
in,not in,matches
- Detail
- A used query with that ID grouping by the field
- Detail
- Filters only, not selections
- Detail
- Queries with faceting All
- Detail
- Any dataset field except a measure
- Detail
- Selected and on their page layout
- Detail
- Active autolaunched and screen flows only
- Detail
- Record page tab
Sources for this section (6)
- Embed in Lightning Pageshelp.salesforce.com (opens in a new tab)
- Filter and Selection Syntaxhelp.salesforce.com (opens in a new tab)
- Embedded Filteringhelp.salesforce.com (opens in a new tab)
- Record Actionshelp.salesforce.com (opens in a new tab)
- Start a Flowhelp.salesforce.com (opens in a new tab)
- Mobile Workflowhelp.salesforce.com (opens in a new tab)
- What height does the dashboard component use if none is set?
- When does the Aura component's Filter Builder refuse a field?
- Why does the My Views menu disappear from an embedded dashboard?
- When can a Lightning component that fires
force:createRecordrun as an action?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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