1. Edit the dataset.
2. Click Configure Actions.
3. In the left pane, select the dataset field where you want the action menu to appear.
4. In the Record ID Field, select the dataset field that contains the record ID of the object that you want to perform the action on.For instance, if the dataset has Opportunity ID and Account ID fields, select Account ID to perform actions on the account records. Analytics uses the ID to identify the Salesforce object and record to perform the action on.
5. In Display Fields, choose which dataset fields to show users. An action can apply to multiple Salesforce records. Specifying the dataset fields narrows the choices and helps users pick the correct record to perform the action on. For example, if you enable actions on opportunity records, you can show the opportunity name, account name, and opportunity owner name to help users pick the right opportunity.
6. To let users open a Salesforce record or URL, select Open Salesforce record, choose the action in the Open field, and then enter a tooltip. Users see the tooltip when they hover over the action in an Analytics lens or dashboard. Choose one of the following actions.ActionDescriptionSalesforce Record Opens the Salesforce record. Analytics searches for the record in the same org in which it’s running. Salesforce Record (Multiple Orgs) Opens the Salesforce record from another org. If the dataset contains records from multiple orgs, select this option. In the Org ID Field, select the dataset field that contains the org ID. To enable Analytics to connect to each org, select Manage Orgs and specify the URL for each org.URLOpens a URL.Use the following syntax to pass a dataset field as a parameter in the URL: {{row.}}For example, http://www.google.com?q={{row.AccountName}}If you don’t specify the URL, Analytics uses the org’s URL. For example, you can specify the following parameter to open the Account record in Salesforce: /{{row.AccountId}}Analytics retrieves the Account ID from the AccountId field in the dataset record.
7. To enable users to perform actions on a Salesforce record, select Perform Salesforce actions and then choose the actions. The list of actions varies based on the object identified by the Record ID Field. OptionDescription All actionsAdds all actions defined in the page layout for this object, including new ones created later.Choose actionsSelect from the list of currently available actions. Note The list contains a superset of all actions defined in all page layouts for the Salesforce object.Note An Analytics user seesonly the actions that you select and that are assigned to their page layout. If thepredefined actions are overridden for the Salesforce mobile app and Lightning Experiencein a page layout, Analyticsdisplays only the actions that are added to both the Quick Actions in the Salesforce Classic Publisher and the Salesforce Mobile and Lightning Experience Actions sections of the layout.
8. Click Save.