---
schema_version: "1"
id: 823da446783201fa0d0e0afc3ddea30e9ddc2edbdc2a8f67afe733ad4951bd66
title: Access Dashboards from a Record with Actions, Buttons, and Links
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_mobile_dashboard_embed_record_links.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_mobile_dashboard_embed_record_links.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1be1e884ee708cf3da2e683978ce943629d4d628c774a88ffc8e3f832d8b49ed
description: Use actions, buttons, and links on records to give your users quick access to a dashboard with filters already applied.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Access Dashboards from a Record with Actions, Buttons, and Links

Use actions, buttons, and links on records to give your users quick access to a dashboard with filters already applied.

When you add an action, button, or link from a record to a dashboard, users tap the action, button, or link (1) to go directly to the dashboard (2).

![Screenshots showing link and button, and an open dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_mobile_dashboard_actions_links_buttons.png)

Create custom URLs so your users can open a dashboard with relevant filters already applied.

1. To create a custom URL to a dashboard so it opens in a specific state, use the **Share** (3) and **GET URL** (4) option in CRM Analytics.
    
    ![Screenshot showing how to get URL from dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_mobile_dashboard_actions_links_buttons_url.png)
2. Add the dashboardState parameter to the URL to pass the record ID and other filters to the dashboard. Use this syntax for the custom link URL.
    
    ```
    https://domain.my.salesforce.com/analytics/wave/dashboard?assetId={dashboardID}&orgId={orgID}&loginHost={loginHost}&urlType=sharing&dashboardState={URL-encoded dashboard state}
    ```
    
    To learn more about dashboard URL syntax, see [Launch CRM Analytics Assets with URLs](https://help.salesforce.com/s/articleView?id=analytics.bi_analytics_launch_from_ios.htm&release=264.0.0&type=5 "The CRM Analytics mobile app supports deep linking URL schemes, which allow a user to launch the app from a third-party or web application.").
3. In Setup, add the custom link URL to a record page in the Object Manager. For example, create an Account Insights (5) link so account owners can launch a sales metrics dashboard with relevant filters applied directly from a record.

#### See Also

- [Custom Buttons and Links](https://help.salesforce.com/s/articleView?id=platform.customize_enterprise.htm&type=5&language=en_US)
- [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.")