Loading
HelpCommunityTraining Center

ArticlesBite Size Analytics: How to Use Record Actions in Analytics

Knowledge Article

Bite Size Analytics: How to Use Record Actions in Analytics

Record actions in CRM Analytics allow users to interact with underlying records directly from a dashboard. This functionality enables actions such as opening records, posting to Chatter, creating tasks, and more. Although data in Analytics may not be real-time, these actions provide a direct path to the live records. Some action configurations may need to be reapplied after system upgrades.

  • May 31, 2024
  • Knowledge

Title
Bite Size Analytics: How to Use Record Actions in Analytics
Summary
Record actions in CRM Analytics allow users to interact with underlying records directly from a dashboard. This functionality enables actions such as opening records, posting to Chatter, creating tasks, and more. Although data in Analytics may not be real-time, these actions provide a direct path to the live records. Some action configurations may need to be reapplied after system upgrades.
URL Name
Bite-Size-Analytics-How-to-Use-Record-Actions-in-Analytics

Release Version
Additional Notes

For any feedback or requests for future Bite Size Analytics, post in the Reporting Chatter group.

Procedure

The data within CRM Analytics might not quite be real-time but that doesn't mean that you cannot go directly into the real-time records from Analytics. When you are looking at a list of projects or documents, drilling into those details is invaluable. CRM Analytics provides this functionality through actions and you can use it to do many things;

  • Open underlying records
  • Post to Chatter
  • Ask Questions
  • Create Tasks
  • Send Thanks
  • Open Global Actions

In many of our dashboards, we try to make it obvious that an action is available by making the text blue. This is just something we do and will not happen automatically if you configure extra drill down actions. It's also important to note that some of these steps will need to be repeated during an upgrade as they will be lost.

This document from Salesforce is very useful in addition to the video below.

Objective

How to use record actions in Analytics.

Reporting & AnalyticsProfessional Services CloudCustomer Success CloudAdvanced UsageBite Size AnalyticsFinancial Management Cloud
Was this article helpful?
00
Upload Files
Recommendations
No results for undefined
Loading
Knowledge:Bite Size Analytics: How to Use Record Actions in Analytics