Loading
CRM Analytics
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Use One-Click Actions from Repeater Widgets

          Use One-Click Actions from Repeater Widgets

          When you add an actionable dataset field to a text widget in a repeater widget, the text in the widget becomes a one-click action. 

          Required Editions

          User Permissions Needed
          To create a dashboard: Create and Edit Analytics Dashboards
          1. To enable one-click actions in repeater widgets, open Analytics Studio.
          2. Use the dataset editor to create a values table. Include the dataset row identifier, such as Record ID, in the list of fields.
          3. Assign an action to your chosen dataset field, such as opening a Salesforce record or invoking a Visualforce page.
          4. In the dashboard builder, open a lens and configure actions for the field (1) and column (2).
            Configuring a repeater action
            Note
            Note Actions enabled on the dataset don’t carry over to the repeater widget. For actions to work in the repeater widget you must enable it on the column.
          5. Then, in the dashboard builder, add the dataset field, such as Account_Name, to a text widget inside a repeater widget.
            Adding a dataset field
            Now you can act directly from your dashboard. For example, create an event directly from an account.
            Repeater action example
           
          Loading
          Salesforce Help | Article