You can add an action menu to a dimension value in Analytics lens and dashboard charts and tables. Users can then open a record and perform record-level actions. The available XMD parameters are the same for dimensions and derived dimensions.
This XMD snippet shows the parameters used with dimensions.
"conditionalFormatting":{
"chartColor":{
"parameters":{
"values":[
{
"formatValue":"#E8963B",
"value":"false"
},
{
"formatValue":"#3AE867",
"value":"true"
}
]
},
"referenceField":"Stage_IsAdvanced",
"type":"categories"
}
The dimensions and derived dimensions sections can have the following parameters.
description
Description of the dataset field, up to 1,000 characters.
Example: "description": "Region tracks where the sale was made."
field
Identifier for the dataset field (API name).
label
Display name for the dataset field, up to 40 characters.
Example: "label": "Sales Manager"
linkTemplateEnabled
(Boolean) Indicates whether to display the link to open a Salesforce record or URL.
linkTemplate
URL to open when the user clicks the link in the actions menu. Overrides the default "/{{row.recordIdField}}".
Example: "linkTemplate": "/{{row.dimensionNameId}}"
linkTooltip
Tooltip shown when hovering over the link in Analytics lens or dashboard.
Example: "linkTooltip": "Click to open the record"
members
Array of display customizations for specific dimension values.
"members": [
{
"member": "USA",
"label": "United States",
"color": "Blue"
},
{
"member": "MX",
"label": "Mexico",
"color": "Green"
}
]
recordIdField
Dataset field containing the Salesforce record ID for record-level actions.
recordOrganizationField
Dataset field containing the org ID used for multi-org record-level actions.
recordDisplayFields
Array of dataset fields shown when multiple records match an action.
"field": "AccountId.Name",
"recordIdField": "AccountId.Id",
"recordDisplayFields": ["Case_ID","Account_Name","Case_Owner"]
salesforceActionsEnabled
(Boolean) Indicates whether the Salesforce actions menu appears on the field.
Example: "salesforceActionsEnabled": true
salesforceActions
Array of actions that appear in the action menu.
"salesforceActions": [
{
"enabled": true,
"name": "FeedItem.TextPost"
},
{
"enabled": true,
"name": "FSL__LogACall"
}
]
For more information, see Perform Actions on a Salesforce Record from Analytics.
showInExplorer
(Boolean) Indicates whether the dataset field can be selected from dashboard designer or explorer when creating dashboards and lenses.
Example: "showInExplorer": true
See Also