Take Action in Salesforce from Analytics Dashboards

The Wave Dashboard component now supports opening Salesforce records and performing record-level actions and bulk actions. Set up a menu of actions on a chart or table, or configure a bulk action on a table widget. Then your community users can open records and take action in Salesforce directly from the Analytics dashboard, without leaving your community. An action menu can include object-specific and global actions defined in Salesforce, such as creating cases, updating accounts, and posting to Chatter. Bulk action menu options let users perform actions on multiple Salesforce records with only one click.

Where: This change applies to Lightning communities accessed through Lightning Experience and Salesforce Classic. Communities are available in Enterprise, Performance, Unlimited, and Developer editions.

Who: Users with a Customer Community Plus, Partner Community, or Lightning External Apps Plus license can use Analytics for Communities.