Access Dashboards from a Record with Actions, Buttons, and Links

Use actions, buttons, and links on records to give your users quick access to a dashboard with filters already applied.

When you add an action, button, or link from a record to a dashboard, users tap the action, button, or link (1) to go directly to the dashboard (2).

Create custom URLs so your users can open a dashboard with relevant filters already applied.

To create a custom URL to a dashboard so it opens in a specific state, use the Share (3) and GET URL (4) option in CRM Analytics.
Add the dashboardState parameter to the URL to pass the record ID and other filters to the dashboard. Use this syntax for the custom link URL.
```
https://domain.my.salesforce.com/analytics/wave/dashboard?assetId={dashboardID}&orgId={orgID}&loginHost={loginHost}&urlType=sharing&dashboardState={URL-encoded dashboard state}
```
To learn more about dashboard URL syntax, see Launch CRM Analytics Assets with URLs.
In Setup, add the custom link URL to a record page in the Object Manager. For example, create an Account Insights (5) link so account owners can launch a sales metrics dashboard with relevant filters applied directly from a record.

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