Friday, April 19, 2024

CRM Analytics: Adding Salesforce Action in CRM Analytics

Here is the step:

1. Create Salesforce Action --  navigate to Salesforce's object manager, look for the object, click on Buttons, Links, and Actions menu, then click New Action.

2. Add the newly created Action to a Salesforce page layout (this is a must).

3. Configure the Action from the CRM Analytics dataset. 

Once configured, if you have a table widget in the dashboard, you can also set up one-click actions, so by clicking the value, the action selected will be performed, e.g., click the value in Account Name to call the action to edit Industry.



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