Navigate
To set a navigation on your Salesforce.
Last updated
To set a navigation on your Salesforce.
Last updated
The Navigate interaction allows you to set the navigation when a user clicks on an action. This feature will enable you to trigger and customize different page references, making it easy for end-users to navigate to other pages. This helps to create a seamless user experience and improve user engagement.
These page reference types are supported.
To set interaction navigation to an app, enter the app ID in the App Target field.
Navigate to the app’s homepage using the appId
Navigate to an object record’s page in the app using the appId
Navigate to the app’s homepage using the appDeveloperName
Navigate to an object record’s page in the app using the appDeveloperName
A page that interacts with a Knowledge Article record.
| Property | Description |
|---|---|
Article Type | The In Experience Builder sites, |
URL Name | The In Experience Builder sites, |
A link to a Lightning Component.
| Property | Description |
|---|---|
Component Name | The Lightning component name in the format |
A page for authentication into an Experience Builder site.
| Property | Description |
|---|---|
Action Name | A login-related action to be performed. Possible values are:
|
To navigate to a standard page with a unique name. If an error occurs, the error view loads, and the URL isn’t updated.
| Property | Description |
|---|---|
Page Name | The unique name of the page. Possible values are:
|
To set navigation to a page that displays the content mapped to a custom tab. Visualforce, web, Lightning Pages, and Lightning Component tabs are supported.
| Property | Description |
|---|---|
Tab API Name | The unique name of the custom tab. |
To set navigation to a page that interacts with a standard or custom object in the org and supports standard actions for that object.
| Property | Description |
|---|---|
Object API Name | The API name of the standard or custom object. For custom objects that are part of a managed package, prefix the custom object with |
Action Name | The action name to invoke. Valid values include |
When using the “Create Record” interaction, you will now notice that specific values are pre-filled. This feature facilitates quicker and more efficient record creation by automatically populating relevant fields, allowing you to focus on adding the necessary unique information without manually entering commonly used data.
You can automatically fill in values using a flow variable. This means certain information can be automatically entered or selected in a field, making the process faster and easier.
| Name | Description |
|---|---|
Learn to navigate records with interactive, step-by-step guidance in this tutorial. |
A page that interacts with a record in the org and supports standard actions for that record.
| Property | Description |
|---|---|
Object API Name | The API name of the record’s object. |
Record ID | The record ID or custom value to link to that specific record. |
Action Name | The action name to invoke. Valid values include Experience Builder sites don’t support the values |
| Name | Description |
|---|---|
Learn to navigate records with interactive, step-by-step guidance in this tutorial. |
To set interaction navigation to a web page, enter the website address in the URL field.
The App ID can be found here: Setup-->Apps-->App Manager-->Edit (on the desired app)-->you will find at app ID in the address bar.
