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Monday, April 14, 2025

CRM Analytics: Why I don't see Action

CRM Analytics offers users immediate action on a particular data in the dashboard. The "action" here refers to Salesforce action, where you can create and edit data directly from a CRM Analytics dashboard. 


You can configure this from the dataset level by editing the dataset and then clicking the Configure Actions button or from the dashboard/lens, then click Configure Actions from the drop-down menu. 




However, you may experience the action is not visible to you or your user; here 2 things that you can check:

1. CRM Analytics displays only the actions that are added to both the Quick Actions in the Salesforce Classic Publisher and the Salesforce Mobile and Lightning Experience Actions sections of the layout. This applies to the page layout assignments as per the user profile, too.



2. The user doesn't have permission to perform the action on a specific object, such as not having Edit permission on the record or object to update the record action.  

 

Reference:



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