Record Actions Example

Each week, opportunity owners analyze their opportunities using a CRM Analytics dashboard. Sometimes, they must update an opportunity. To help them perform the update without going back and forth between CRM Analytics and Sales Cloud, you decide to set up CRM Analytics actions. To let CRM Analytics dashboard viewers update an opportunity record from CRM Analytics, you add the Update Opportunity action to the Opportunity Name field in a CRM Analytics dataset. The first step is to set up the action in Salesforce and then add the action to the CRM Analytics dataset field.

To implement this record-level action, perform the following tasks.

1. Create the Salesforce Action and Add It to an Object
   This example adds the predefined Update a Record action to the Opportunities object.
2. Apply the Action to the Object’s Page Layout
   Add the action to the page layout for the object. Users whose profiles are assigned to that layout can see the action in Salesforce. Page layouts control the layout and organization of content, including custom actions, on record detail pages. Each record detail page can have multiple page layouts to give different users a unique experience.
3. Add the Action to the CRM Analytics Dataset Field
   When you add the Update Opportunity action to the Opportunity Name field in the Opportunities dataset, you specify which dimension shows the action menu. You also specify the dataset field that contains the Salesforce record ID. The ID identifies both the Salesforce object and the record.