---
schema_version: "1"
id: e932a9068a1217422b9135dde3c51b9a2707729c39c04cf0164e9626890cbab6
title: Take Action in Salesforce from Experience Cloud Sites
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_embed_community_action_menus.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_embed_community_action_menus.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 71324fe47129c204f6e027569cb967fa496478b3eb0630926c844f66becff8d3
description: From CRM Analytics in Experience Cloud sites, you can open Salesforce records and perform record-level actions and bulk actions. You set up an action menu on a dataset or a bulk action on a table widget. Then your site users can open records and take action in Salesforce directly from the CRM Analytics dashboard, without leaving your site.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Take Action in Salesforce from Experience Cloud Sites

From CRM Analytics in Experience Cloud sites, you can open Salesforce records and perform record-level actions and bulk actions. You set up an action menu on a dataset or a bulk action on a table widget. Then your site users can open records and take action in Salesforce directly from the CRM Analytics dashboard, without leaving your site.

### 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 for an extra cost in: Enterprise, Performance, and Unlimited Editions. Also available in: <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_tutorials.htm&amp;release=264.0.0&amp;type=5" title="Trailhead is the fun and free way to learn Salesforce. Get acquainted with CRM Analytics through Trailhead using a special CRM Analytics-enabled Developer Edition org.">Developer Edition</a>.</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="d122952e63">User
            Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d122952e63 ">To create, customize, or activate an Experience Cloud
            site:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d122952e63 ">
            <p>Create and Set Up Experiences</p>
            <p style="margin-bottom:0;">AND is a member of the
              site they’re trying to update</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d122952e63 ">To modify CRM Analytics settings:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d122952e63 "><em>Analytics Growth</em> permission set license with
            Manage Analytics permission</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d122952e63 ">To view, explore, and share embedded CRM Analytics
            dashboards for users with a site license:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d122952e63 ">Analytics for Communities permission set license with
            View Analytics on Communities pages permission</td>

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

![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 Only users with a Customer Community Plus, Partner Community, or Lightning External Apps Plus license can use this feature.

## Custom Action Menus

Let users create, update, and interact with Salesforce records that underlie the CRM Analytics dashboards they see in their site. Action menus can include object-specific and global actions defined in Salesforce, such as creating cases, updating accounts, and posting to Chatter.

Add an action menu to any dataset field, except a measure. You can set up the menu to include any actions available for the field. When an action menu is set up, a dropdown arrow appears in charts, chart legends, and table cells. Records that users access then open in new tabs within the site. To set up action menus, see [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.").

## Bulk Actions

You can also configure bulk action menu options to let users perform actions on multiple Salesforce records with only one click. For example, using the dashboard to filter a set of leads in a table, a user could create a campaign for those leads by selecting the bulk action in the table’s menu.

With CRM Analytics bulk actions, you can perform an action on all records shown in a table. You define the bulk action in a Visualforce page that is enabled for Experience Builder sites. You can also configure the Visualforce page to display the results of the action or show an interactive form. When the bulk action is set up, users can access it in the table’s menu. For setup details, see [Perform Bulk Actions on Multiple Salesforce Records from CRM Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboards_configure_bulk_actions.htm&release=264.0.0&type=5 "Sometimes, you need to perform the same action on a group of records. With CRM Analytics bulk actions, you can perform an action on all records shown in a table in CRM Analytics.").

## Considerations

Be aware of the following considerations for Salesforce actions in CRM Analytics in Experience Cloud sites.

- Action menus are accessible in dashboards embedded via either Experience Builder–based templates or Salesforce Tabs + Visualforce templates.
- CRM Analytics in Experience Cloud isn’t supported on mobile.
- To access a record from a dashboard’s action menu, the user must have access to its objects and fields.
- Users see only actions available to their profile.
- Bulk actions are available only in values tables.
- Visualforce pages and components used in bulk actions must be made available for use in Experience Builder sites.
- Bulk action queries on Visualforce pages require the site prefix in the query URL, and the site prefix must start with a slash (/).