If you are using Salesforce Communities as well as Wave you can design great dashboards and embed them in your community. This is a great way for you to give extra insight into cases, orders or other data from external sources that are relevant for your community user. Here’s an overview of how to get started.
Security and Permissions
There are a few settings and security elements that need to be considered when adding your Wave dashboards to your community.
In Salesforce Setup make sure to enable Wave for Communities. This is done by navigating to Setup – Wave Settings – Settings and checking the box next to “Enable Wave Analytics for Communities”.
Feature License and Permission Set
Just as your regular Wave users need a permission set and a license for your community users. Therefore, create a new permission set in Salesforce that gives access to the system permission “View Wave Analytics on Communities Pages”. Assign this permission set as well as the feature license “Analytics Cloud – Wave Community Users” to your community users.
When you create your dataset and dashboards to be used with the community make sure that these are stored in an app that is shared with community users.
Open your app and click “Share”. Make sure to check the box next to “Enable Sharing with Communities” and select “Viewer” for Customer Community Users. Then hit “Save”.
Be aware that by sharing your dataset with community users they have access to all rows. Most likely you only want them to see rows that are relevant to them. This can be achieved by applying a security predicate on the dataset. Be sure to not only look at what rows a community user can see, but also what rows an internal user can see (regular user). If you only define what rows the community user have access to the internal users won’t have access to any rows.
Current Salesforce does not support a Wave Lightning Component in the Community Builder – hopefully, we will see this feature in one of the next Salesforce Releases. However, this shouldn’t stop you from adding your dashboards to the community. You can always display the dashboard by using visual force. Install this package
First Install this package in your org.
Once installed navigate to your community page in build mode. When viewing lighting components you should now have a custom component “WaveDashboard”. Drag it into the desired place on your dashboard.
Clicking on your new component you can see a pop-up box where you can enter an ID. Here you put in the ID of the desired dashboard.
To preview your dashboard on the community, login as a community user and navigate to the dashboard.
Dashboard Design Considerations
When enabling Wave for Communities there are a few design considerations to make. First of all, you want to make sure the dashboard colors and general branding meet the general styling of the community.
As your community users most likely will not receive any training in how Wave works make sure your dashboard are intuitive and simple. Personally, I would not include the date selector as it can be confusing to use for non-savvy Wave users instead I would do static steps giving pre-defined date filters [read about static date filters]. Also, you want to make sure that the dashboard tells a clear story about the data, so do not present the user with 30 graphs in one dashboard. Instead, split your dashboard into multiple dashboards.
Finally, make sure to enable layouts for different devices in your dashboard. This means that the dashboard looks good even when the community is viewed on a mobile or a tablet.