---
schema_version: "1"
id: 3881d4467b1174744a5a004800487f2750a9896b1386995d67ba55a641c0739f
title: Add Actions to Visualizations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/tua_viz_add_actions.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.tua_viz_add_actions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ac84b83ec73cffe27bcece23bd191c551322cc7235e5e0baff114178c9b66526
description: 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.
products:
  - Tableau Next
release: "264"
---
# Add Actions to Visualizations

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

<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;"><a href="https://help.salesforce.com/s/articleView?id=analytics.tua_editions.htm&amp;language=en_US" target="_blank">View supported editions.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </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="d42890e54">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d42890e54 ">To edit Tableau Next visualizations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d42890e54 "><span>Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst</span> permission set</td>

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

Add URL navigation and Salesforce actions to data fields in your visualzations.

1. In your visualization, click **Toggle Action Panel** in the top menu.
2. In the action panel, click **Add Action**.
3. Select the action type and configure the action.
    
    Action types include [Navigate To](https://help.salesforce.com/s/articleView?id=analytics.tua_viz_navigate_action.htm&release=264.0.0&type=5 "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.") and [Salesforce Actions](https://help.salesforce.com/s/articleView?id=analytics.tua_viz_salesforce_action.htm&release=264.0.0&type=5 "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.").
4. Click **Done**.
5. Add more actions or remove actions as needed.
6. 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/images/icon_note.png)

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](https://help.salesforce.com/s/articleView?id=analytics.tua_viz_navigate_action.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=analytics.tua_viz_salesforce_action.htm&release=264.0.0&type=5)**  
    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.

#### See Also

- [Take Action on a Record](https://help.salesforce.com/s/articleView?id=analytics.tua_viz_take_action.htm&release=264.0.0&type=5 "When actions are enabled for a visualization, you can click on a record field to view the available actions.")