Make your Tableau Next visualizations more powerful by adding actions so users can act directly from the data, boosting their productivity. Use actions to add dynamic navigation or create and update records based on their selections.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To edit Tableau Next visualizations: | Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst permission set |
Add URL navigation and Salesforce actions to data fields in your visualzations.
- In your visualization, click Toggle Action Panel in the top menu.
- In the action panel, click Add Action.
-
Select the action type and configure the action.
Action types include Navigate To and Salesforce Actions.
- Click Done.
- Add more actions or remove actions as needed.
- Save your changes.
When adding actions to your visualizations, remember that not all users have the same access level. Make sure users have permissions to view URL destinations and to execute Salesforce actions. If a visualization is embedded in a Salesforce page, not all actions are available on all pages.
Note Users see only the Salesforce actions that you add to the
visualization and that are available on the source object's Salesforce page
layout.
- Add a Navigation Action to a Visualization
Embed navigation actions into your Tableau Next visualization. The navigate action allows users to navigate to external sites with clickable links directly in a visualization data field. - Add a Salesforce Action to a Visualization
Add a Salesforce action to your Tableau Next visualization. Users can invoke these actions to create, update, and interact with Salesforce records. For example, add actions so users can create cases, update accounts, or post to Chatter.