ABSYZ ABSYZ

  • Home

    Home

  • About us

    Who We Are

  • Our Expertise

    What we Do

  • Our Approach

    How We Do It

  • Products

    What We Made

  • Industries

    Who We Do It For

  • Clients

    Whom We Did It For.

  • Article & Blogs

    What Experts Think

  • Careers

    Join The Team

  • Get In Touch

    Let’s Get Started

ABSYZ

Tableau CRM: Add action buttons on Table without XMD

Home / Article & Blogs / Salesforce / Tableau CRM: Add action buttons on Table without XMD
By Pushmitha Babu inSalesforce, Salesforce Einstein, Tableau
TABLEAU CRM ADD ACTION BUTTONS ON TABLE WITHOUT XMD_1

Adding actions to a row in Tableau CRM (formerly Einstein Analytics) table is the coolest feature of Winter ’21 release. In this blog we will create a table with action buttons as shown in the below image without editing the dataset XMD file.

 

 

 

 

Create an image URL

Upload the image you wanted show in the column to the static resource. In the above image we have used slds icons that is uploaded to the static resource. Once you have created the static resource you will find an option View file. Click on it to get the resource link that we will be using in the next step in place of URL (where ever mentioned).

 

 

 

 

 

In Dataflow: Add a computed field

To add a compute field to the dataset, you can use Dataflow or Recipe. Here we are using a dataflow to add the custom computed field. Creating Action field in the compute expression node. Compute field contains concatenated string as: “[static resource URL]” + “v=1&[any variable name]=[Id]”. So the output for the dataset would be like: “[static resource URL]” + “v=1&oppId=006xx00000xxxxxxx0”.

 

 

Enable Actions

Create a quick action in salesforce to update the record in the object needed eg., Opportunity and add it to the page layout. In Analytics tool select actions to the new columns added to the dataset as shown below.

 

 

Create a Value Table

Now the actions for the column is setup. Create a Value Table in your dashboard/lens and set the actions for the newly created column. Follow the steps below to setup.

 

Add the column to the value table. Your computed text value will appear.

 

Select the column created. You can resize the image accordingly using cell stylings.

 

Select setup actions -> you can select multiple or single action

Save and preview your changes. Click on the Actions icon, you can see the menu as shown below. The quick action to update your record is ready.

 

 

 

Actions on value tableEinsteinEinstien AnalyticsTableauTableau CRMXMD
134
Like this post
11 Posts
Pushmitha Babu

Search Posts

Archives

Categories

Recent posts

BioAsia 2023 in Hyderabad: An Annual International Event

BioAsia 2023 in Hyderabad: An Annual International Event

The Role Of Marketing in Small & Medium Enterprises

The Role Of Marketing in Small & Medium Enterprises

Salesforce For Retail: How Salesforce CRM Can Help Retailers

Salesforce For Retail: How Salesforce CRM Can Help Retailers

What is ChatGPT & How Does It Work?

What is ChatGPT & How Does It Work?

What Is Graphic Design? (Executive Summary 2023)

What Is Graphic Design? (Executive Summary 2023)

  • jQuery DataTable in Salesforce Lightning Component
    Previous PostjQuery DataTable in Salesforce Lightning Component
  • Next PostSmarter and efficient way of selecting a candidate with Compare Applicant
    jQuery DataTable in Salesforce Lightning Component

Related Posts

Salesforce For Retail: How Salesforce CRM Can Help Retailers
Salesforce

Salesforce For Retail: How Salesforce CRM Can Help Retailers

Introduction To Copado Devops Tool
Salesforce

Introduction To Copado Devops Tool

What is Salesforce Code Builder?
Salesforce

What is Salesforce Code Builder?

Automation in Healthcare And Its Benefits
Health Cloud Salesforce

Automation in Healthcare And Its Benefits

Leave a Reply (Cancel reply)

Your email address will not be published. Required fields are marked *

*
*

ABSYZ Logo

INDIA | USA | UAE

  • About us
  • Article & Blogs
  • Careers
  • Get In Touch
  • Our Expertise
  • Our Approach
  • Products
  • Industries
  • Clients
  • White Papers

Copyright ©2022 Absyz Inc. All Rights Reserved.

youngsoft
Copy
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “ACCEPT ALL”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent. Privacy Policy
Cookie SettingsREJECT ALLACCEPT ALL
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Functional

Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.

Performance

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

Advertisement

Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.

Others

Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.

SAVE & ACCEPT