---
schema_version: "1"
id: d63cddf58dbb2125dd46e81661d773e45183d1f506cbe90a1bfbd5307d3f2c13
title: Create the Salesforce Action and Add It to an Object
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_explorer_add_action_to_object.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_explorer_add_action_to_object.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f542eaee7acba33f73fc97f7f941dc8b563986eb50ab901cb19705caa3265ffb
description: This example adds the predefined Update a Record action to the Opportunities object.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Create the Salesforce Action and Add It to an Object

This example adds the predefined Update a Record action to the Opportunities object.

### 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="d52598e47">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d52598e47 ">To view visualizations:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d52598e47 ">Use CRM Analytics</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d52598e47 ">To create actions:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d52598e47 ">Customize Application</td>
          </tr>
        </tbody>
      </table>

1. In Setup, in the Quick Find box, enter the name of the object that you want to add actions to. For this example, enter Opportunities, then select **Buttons, Links, and Actions**.
2. Click **New Action** to see which types of actions are available.
3. From the Action Type dropdown list, select the action to add. In this case, select **Update a Record**.
4. Enter a label and description for the action.
    
    ![The New Action dialog is where you add details about the custom action.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/wave_dashboards_create_custom_action.png)
5. Click **Save**.
    
    The next page shows the default fields that you can update. For the example, add the **Probability (%)** and **Type** fields.
6. Drag **Probability (%)** and **Type** below the Stage field in the workspace. To select multiple fields, hold down **Ctrl** (for Windows) or **Cmd** (for macOS).
    
    ![The Action: Update Opportunity page shows all fields that that can and will be updated.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/wave_dashboards_custom_actions_select_fields.png)
7. Click **Save**.
    
    You added the Update Opportunity action to the Opportunities object. Next, you add it to a page layout to determine which users can see the action.