Enable Actionable Insights with Clicks Not Code

With actions, users can act on insights directly from Wave. You no longer have to edit the extended metadata (XMD) file to display Salesforce standard and custom actions in Wave dashboards and lenses. Now you can quickly and easily set them up with just a few clicks.

Add an action menu to any dataset field except a measure. Action menus allow users to open URLs, open Salesforce records, or perform Salesforce actions, like create an account. These actions appear in Wave chart legends and table cells.

The action menu appears for each opportunity name in the dataset.

Actions appear in Wave chart legends and table cells based on the field. For instance, if you set up an action on the Opportunity Name field, a user can click an opportunity name in a Wave table to perform the action on a record in Salesforce.

To set up actions in Wave, follow these steps.

  1. Select Edit from the dropdown list on the dataset.
    The Edit Actions button appears at the bottom of the left pane.
  2. Click Configure Actions.
  3. In the left pane of the Configure Actions in Wave screen, select the dimension (a qualitative dataset field) where you want the action menu to appear.
    After you select a dimension, you can start configuring the action in the right pane.
  4. For Record ID Field, select the dataset field that contains the record ID of the object that you want to perform the action on.
    For instance, if the dataset has Opportunity ID and Account ID fields, select Account ID to perform actions on the account records. Wave uses the ID to identify the Salesforce object and record to perform the action on.
  5. For Display Fields, choose which dataset fields to show users to help them pick the correct record. When a user invokes the action from Wave, the action can apply to multiple Salesforce records, so the user needs to choose a record. Specifying the dataset fields limits the choices.
    For example, if you enable actions on opportunity records, you can show the opportunity name, account name, and opportunity owner name to help users pick the right opportunity.
  6. To enable users to open a Salesforce record or URL, select Open Salesforce record, choose the action in the Open field, and then enter a tooltip. Users see the tooltip when they hover over the action. Choose one of the following actions.
    After you select the option, more options appear that allow you to specify whether to open a Salesforce record or URL.
    Action Description
    Salesforce Record Opens the Salesforce record. Wave searches for the record in the same org in which it’s running.
    Salesforce Record (Multiple Orgs) Opens a Salesforce record from another org. If the dataset contains records from multiple orgs, select this option. In the Org ID Field, select the dataset field that contains the org ID. To enable Wave to connect to each org, select Manage Orgs and specify the URL for each org.
    URL

    Opens a URL.

    Use the following syntax to pass a dataset field as a parameter in the URL:
    {{row.<dataset_field_dev_name>}}

    For example, http://www.google.com?q={{row.AccountName}}

    If you don’t specify the URL, Wave uses the org’s URL. For example, you can just specify the following parameter to open the Account record in Salesforce:
     /{{row.AccountId}}

    Wave retrieves the Account ID from the AccountId field in the dataset record.

  7. To enable users to perform actions on a Salesforce record, select Perform Salesforce actions and then choose the actions. The list of actions varies based on the object specified in Record ID Field.
    Option Description
    All actions Adds all actions defined in the page layout for this object, including new ones created later.
    Choose actions Select from the list of currently available actions.
    Note

    Note

    The list contains a superset of all actions defined in all page layouts for the Salesforce object.

    All applicable actions for the Opportunity object appear.
    Note

    Note

    A Wave user sees only the actions that you select and that are assigned to the user’s page layout. If the predefined actions on the Salesforce1 and Lightning Experience pages are overridden, Wave displays only the actions that are added to both the Quick Actions in Salesforce Classic Publisher and Salesforce1 and Lightning Experience Actions sections of the page layout.

    The page layout has a section for actions in Salesforce Classic Publisher, and Salesforce1 and Lightning Experience.

  8. Click Save.