--- schema_version: "1" id: 7a7c002d2dbba738569865d13bc2a63fa5a8a69c6e7838c35578dcc5b0885bee title: Configure Mass Quick Actions on Multiple Salesforce Records from CRM Analytics Dashboards collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_dashboards_configure_mass_actions.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_dashboards_configure_mass_actions.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 76f4561024a24b3b9ceaf5034a86fac4a7cdca658744128b5c682da4910d3f8c description: Sometimes users want to perform the same quick action on a list of records. With CRM Analytics mass actions, users can save time by performing a quick action on up to 100 records at once from a step in CRM Analytics. products: - CRM Analytics - Cross Cloud release: "264" --- # Configure Mass Quick Actions on Multiple Salesforce Records from CRM Analytics Dashboards Sometimes users want to perform the same quick action on a list of records. With CRM Analytics mass actions, users can save time by performing a quick action on up to 100 records at once from a step in CRM Analytics. To use mass quick actions in CRM Analytics, configure mass actions for your selected Salesforce object. See [Set Up a Mass Quick Action](https://help.salesforce.com/articleView?id=mass_quick_actions_create.htm&language=en_US) for configuration details. After you configure mass quick actions in your org, you can add a mass action link widget for your dashboard users. CRM Analytics uses the ID from a values table to perform actions when the record ID field is included in the query. Actions assigned to a page layout for the User object aren't supported. These actions are only available for a local org, not multi-org records, and can be configured either from a dataset for a table chart view in a lens. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note Any step works with the mass quick action link, but the table chart provides the best visibility to the list of objects to perform a quick action on. It’s also best practice to include filtering that reduces the list of actionable records to 100 records or less. If more than 100 records are returned in the table query, the mass quick action is performed only on the first 100 actions. In the CRM Analytics Studio, clicking a mass action link widget in a dashboard opens the action window for a user to perform quick actions on a list of records. The list of records is returned by step query from a table or chart and can be filtered using global filters or selection facets from other charts. 1. Drag the link widget to the dashboard canvas. 2. To change the widget properties, select the widget. ![Mass Action Link Widget Property Panel](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_mass_actions_properties.png) 3. In the **Text** field, enter the label that appears on the link widget. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note It’s best practice to make the label match the selected action so the user understands what action the link performs. 4. In the **Link To** field, select **Mass Action** and then the step to perform the mass action on. 5. In the **Action Column** field, select the record ID. If the selected step query doesn’t return the record ID, the action column appears empty. Select the record ID for the mass quick action to function correctly. 6. In the **Salesforce Actions** field, select the mass quick action to perform when your link is clicked. The action menu is only populated when mass quick actions are configured for the List View layout of the object. 7. To customize the appearance of the widget, set the widget properties. 8. To preview your changes to the dashboard, click ![Preview button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_icon_preview_dashboard.png). 9. Save the dashboard. #### See Also - [Make CRM Analytics Dashboards Actionable](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_actionable.htm&release=264.0.0&type=5 "Design each dashboard so that the audience can act on what they see without leaving Salesforce.") - [Perform Actions on a Salesforce Record from CRM Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboards_actions_configure.htm&release=264.0.0&type=5 "As you gain insights into your business from CRM Analytics, you sometimes perform actions on an underlying Salesforce record. No need to exit CRM Analytics. You can invoke a Salesforce action on the record directly from CRM Analytics. You can also open web pages, such as search the web for the company name listed in a CRM Analytics lens or dashboard.")