Determine the steps to set up Community dashboards and insights.
Salesforce reports and dashboards can be used to examine the health of communities and to engage with community members in Workspaces. Salesforce provides an AppExchange package with pre-defined reports and dashboards for this purpose.
Reports and dashboards to examine communities can be created from scratch or downloaded from AppExchange. Salesforce provides a free AppExchange package called "Salesforce Communities Management" with a set of pre-configured reports and dashboards.
The reports and dashboards in the Salesforce Communities Management package can be accessed directly from the Dashboards page in Workspace after installation. The dashboards are can be run in the Dashboards tab, and the reports can be viewed in the Engagement tab.
Dashboard pages in Workspaces map to dashboards in the internal Salesforce org. A dashboard page in Workspaces is linked to one dashboard in the internal org.
The label of the dashboard pages can be configured and any dashboard from the internal org can be linked to a page. The users opening a dashboard page in Workspaces must have access to the linked dashboard in the internal org.
Insights pages in Workspaces map to report folders in the internal Salesforce org. An insights page in Workspaces is linked to one report folder in the internal org. The report shown on the page can be selected from a picklist, similar to a list view.
The label of the insights pages can be configured and any report folder from the internal org can be linked to a page. The users opening an insights page in Workspaces must have access to the linked report folder in the internal org.
Community Pulse can be used to add display metrics from reports or dashboards in Workspaces. When clicking on a metric, the corresponding report gets opened.
Up to six metrics can be added in Workspaces. Their order and underlying reports or dashboards can be configured. By default, the following four metrics are displayed: