---
schema_version: "1"
id: eaaeda7bd7e0fb448b64c7786dcebf108b15a852edee12f2872c64b32ba62b05
title: Take Action from Your Tableau Next Visualization
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/tua_viz_take_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.tua_viz_take_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 93a7672d51821b33659680e86c6f20c92b3a6f424e44ed11e0a952cf22a91cf3
description: When actions are enabled for a visualization, you can click on a record field to view the available actions.
products:
  - Tableau Next
release: "264"
---
# Take Action from Your Tableau Next Visualization

When actions are enabled for a visualization, you can click on a record field to view the available actions.

### 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>

You can take actions on any record field with a blue label in the visualization. Click the label and then select an action from the menu.

![The action menu for the Account Name field with 3 Salesforce actions listed.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_consume_viz_action_menu.png)

The action menu can include:

- URL navigation to Salesforce pages and external websites.
- [Object-specific actions](https://help.salesforce.com/s/articleView?id=platform.actions_overview_object_specific.htm&language=en_US) and [global actions](https://help.salesforce.com/s/articleView?id=platform.actions_overview_object_global.htm&language=en_US) to create, update, and interact with Salesforce records. For example, you can open records, create cases, update accounts, and post to Chatter.

The action list is specified by the visualization creator. Only actions that accessible for the current page layout and user permissions are visible. In Summer '25, the list of available actions is limited to 5 actions.

![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 A Tableau Next user sees only the Salesforce actions that you add to a visualization and that are available on the source object's Salesforce page layout. If an expected action doesn't appear or is unavailable, verify that it's included in the Salesforce Mobile and Lightning Experience Actions section of the page layout and that the user has the required permissions.

The Open Record action is designed for multi-org environments. When records with identical names exist across different data sources, select the record you want to access, opening it in the corresponding source org.

![The selection window when a record exists in multiple data sources.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_consume_viz_action_multiorg.png)