Analytics Interactions Developer Guide

Interactions in CRM Analytics Dashboard
Selection Interaction
Result Interaction
Interactions in Dashboard Designer Dashboard
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Interactions in CRM Analytics Dashboard

Interactions allow you to work with different components in a dashboard. You control the interactions by binding queries to each other. There are two types of interactions: selection interaction and results interaction. The selection or results of one query triggers updates in other queries in the dashboard.

Prior to the Spring '20 release, interactions were called bindings. Prior to the Winter '20 release, queries were called steps.

Note

Before you create interactions to make widgets interactive, consider faceting. Facets are the simplest and most common way to specify interactions between widgets. When faceted, selections made in one widget automatically filter all other widgets using queries from the same dataset. Faceting is easy to set up, but it is limited. It can only filter other queries and works only on queries from the same dataset. To create interactions outside this scope, use interactions.

Tip

For more information about queries, see Widget Steps in a CRM Analytics Dashboard. For more information about faceting, see Making Widgets Interactive Using Facets and Bindings.