您位於此處:
將 Salesforce 動作新增至視覺效果
將 Salesforce 動作新增至您的 Tableau Next 視覺效果。使用者可以叫用這些動作來建立、更新 Salesforce 記錄,並與其互動。例如,您新增的動作可讓使用者建立個案、更新帳戶或張貼至 Chatter。
將 Salesforce 動作新增至您的 Tableau Next 視覺效果。使用者可以叫用這些動作來建立、更新 Salesforce 記錄,並與其互動。例如,您新增的動作可讓使用者建立個案、更新帳戶或張貼至 Chatter。
| 檢視支援的版本。 |
| 需要的使用者權限 | |
|---|---|
| 編輯 Tableau 下一個視覺效果: | Tableau Unmetered Platform Analyst 或 Tableau Next Platform Analyst 權限集 |
「開啟記錄」動作是針對多組織環境設計。當具有相同名稱的記錄存在於不同資料來源之間時,系統會要求使用者選擇他們要存取的特定記錄,然後在其對應的來源組織中開啟。

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.