1. Create the Salesforce Action and Add It to an ObjectThis example adds the predefined Update a Record action to the Opportunitiesobject.
2. Apply the Action to the Object’s Page LayoutAdd the action to the page layout for the object. Users whose profiles are assigned tothat layout can see the action in Salesforce. Page layouts control the layout and organization ofcontent, including custom actions, on record detail pages. Each record detail page can havemultiple page layouts to give different users a unique experience.
3. Add the Action to the Analytics Dataset FieldWhen 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.