Visualizations & Dashboards15% of the exam
Visualization field actions and Salesforce actions
How authors add Navigate to and Salesforce Action field actions to Tableau Next visualizations, build dynamic URLs, pick the record ID and up to five actions, and why a given user does or does not see an action when clicking a blue field label.
Explain how to configure actions within Tableau Next.
~6 min read · 11 practice questions
What the exam expects
- Start a visualization field action from Toggle Action Panel, and tell it apart from a dashboard button action.
- Configure a Navigate to action with a valid URL prefix, inserted fields, Test URL and an action label.
- Configure a Salesforce Action: choose the data field, the record ID and up to five object-specific or global actions.
- Explain how users reach actions (blue labels) and diagnose why an action is missing for everyone or for one user.
- Predict what Open Record does when identical record names come from two connected orgs.
Key terms:
- Field action: an action attached to a data field in a visualization, opened by clicking that field's value.
- Navigate to (visualization): a field action that opens a URL, optionally built from inserted field values.
- Salesforce Action: a field action that runs object-specific or global actions on a Salesforce record.
- Record ID: the primary ID for the record type the action runs on.
- Salesforce Mobile and Lightning Experience Actions: the page layout section that decides which quick actions are available.
Key facts
Where field actions start
- Detail
- Toggle Action Panel in the visualization's top menu, then Add Action
Field action types
- Detail
- Navigate To and Salesforce Actions
URL prefixes
- Detail
- http, https, ftp, mailto, news, gopher, tsc, tsl, sms or tel
Inserted fields
- Detail
- Each value is appended to the URL Address
Menu text
- Detail
- The action label defined in the last step
Record ID
- Detail
- Primary ID for the record type; must be in the visualization
Actions per field
- Detail
- Up to 5
How users open the menu
- Detail
- Click a record field's blue label
Layout section that counts
- Detail
- Salesforce Mobile and Lightning Experience Actions
Open Record with duplicate names
- Detail
- User picks the record; it opens in its source org
Edit visualizations
- Detail
- Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst
- Why is a contact created from an object-specific Account action linked to that account?
- When an object's page layout hasn't been customized with actions, where do its record pages get their actions?
- Which objects can an object-specific action target?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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