---
schema_version: "1"
id: 3893a4b75a6924df10d7179533c296d993b75266494210c19770d22eff1d14f5
title: Perform Salesforce Actions Directly from CRM Analytics
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_dashboards_take_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_dashboards_take_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0fd37449e881da1d354399646b64bf5493e97a7874e649ae6cbe24073c2eb34f
description: Take action on your insights directly from CRM Analytics. Perform custom and mass quick actions from charts and tables in lenses and dashboards.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Perform Salesforce Actions Directly from CRM Analytics

Take action on your insights directly from CRM Analytics. Perform custom and mass quick actions from charts and tables in lenses and dashboards.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d27461e68">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d27461e68 ">To use custom actions menus:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d27461e68 ">“Use CRM Analytics”</td>

        </tr>
      </tbody>
    </table>

Perform [object-specific actions](https://help.salesforce.com/HTViewHelpDoc?id=creating_object_specific_actions.htm&language=en_US) and [global actions](https://help.salesforce.com/HTViewHelpDoc?id=creating_global_actions.htm&language=en_US) that are defined on Salesforce objects directly from CRM Analytics. You can invoke these actions to create, update, and interact with Salesforce records. For example, you can create cases, update accounts, and post to Chatter. You can also use defined List View actions to perform mass quick actions on up to 100 Salesforce records at once.

- **[Take Control of Your Experience with CRM Analytics Custom Actions Menus](https://help.salesforce.com/s/articleView?id=analytics.bi_explorer_consume_custom_action_menus.htm&release=264.0.0&type=5)**  
    CRM Analytics custom actions menus in charts and tables let you take advantage of Salesforce actions. With action menus, you can post to Chatter, create an event or opportunity, update a record, or open a Salesforce record directly.
- **[Take Action on Multiple Records with Mass Action Links in CRM Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboards_take_mass_actions.htm&release=264.0.0&type=5)**  
    Mass action links in CRM Analytics let you take advantage of Salesforce mass quick actions by performing an action on a list of up to 100 Salesforce records.