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Take Action in Salesforce from Experience Cloud Sites
From CRM Analytics in Experience Cloud sites, you can open Salesforce records and perform record-level actions and bulk actions. You set up an action menu on a dataset or a bulk action on a table widget. Then your site users can open records and take action in Salesforce directly from the CRM Analytics dashboard, without leaving your site.
Required Editions
| Available in: Salesforce Classic and Lightning Experience. |
| Available for an extra cost in: Enterprise, Performance, and Unlimited Editions. Also available in: Developer Edition. |
| User Permissions Needed | |
|---|---|
| To create, customize, or activate an Experience Cloud site: | Create and Set Up Experiences AND is a member of the site they’re trying to update |
| To modify CRM Analytics settings: | Analytics Growth permission set license with Manage Analytics permission |
| To view, explore, and share embedded CRM Analytics dashboards for users with a site license: | Analytics for Communities permission set license with View Analytics on Communities pages permission |
Custom Action Menus
Let users create, update, and interact with Salesforce records that underlie the CRM Analytics dashboards they see in their site. Action menus can include object-specific and global actions defined in Salesforce, such as creating cases, updating accounts, and posting to Chatter.
Add an action menu to any dataset field, except a measure. You can set up the menu to include any actions available for the field. When an action menu is set up, a dropdown arrow appears in charts, chart legends, and table cells. Records that users access then open in new tabs within the site. To set up action menus, see Perform Actions on a Salesforce Record from CRM Analytics.
Bulk Actions
You can also configure bulk action menu options to let users perform actions on multiple Salesforce records with only one click. For example, using the dashboard to filter a set of leads in a table, a user could create a campaign for those leads by selecting the bulk action in the table’s menu.
With CRM Analytics bulk actions, you can perform an action on all records shown in a table. You define the bulk action in a Visualforce page that is enabled for Experience Builder sites. You can also configure the Visualforce page to display the results of the action or show an interactive form. When the bulk action is set up, users can access it in the table’s menu. For setup details, see Perform Bulk Actions on Multiple Salesforce Records from CRM Analytics.
Considerations
Be aware of the following considerations for Salesforce actions in CRM Analytics in Experience Cloud sites.
- Action menus are accessible in dashboards embedded via either Experience Builder–based templates or Salesforce Tabs + Visualforce templates.
- CRM Analytics in Experience Cloud isn’t supported on mobile.
- To access a record from a dashboard’s action menu, the user must have access to its objects and fields.
- Users see only actions available to their profile.
- Bulk actions are available only in values tables.
- Visualforce pages and components used in bulk actions must be made available for use in Experience Builder sites.
- Bulk action queries on Visualforce pages require the site prefix in the query URL, and the site prefix must start with a slash (/).
