Open Salesforce Records from CRM Analytics dashboards in New Browser
Tabs
By default, selecting a Salesforce record action in a CRM Analytics dashboard opens the
record in a new Lightning Experience tab. To change the default behavior, so that selecting an
action opens the record in a new browser tab, enable this setting. The setting applies to
dashboards in the CRM Analytics tab and dashboards embedded in Salesforce pages.
Required Editions
| Available in: Salesforce Classic and Lightning Experience. |
| Available for an extra cost in: Enterprise, Performance, and
Unlimited Editions. Also available in: Developer Edition
|
| User Permissions Needed |
| To subscribe to widgets: |
Use CRM Analytics |
To set up CRM Analytics dashboards to open records in new browser tabs, complete the
following steps.
-
From Setup, enter Analytics in the Quick Find
box, then select Settings.
-
Select Open Salesforce records in new browser tabs.
-
Click Save.
