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On this page
  • Overview
  • List of Page Reference Type
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  1. Component Builder
  2. Interactions Pane

Navigate

To set a navigation on your Salesforce.

Last updated 10 months ago

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Overview

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.

List of Page Reference Type

These page reference types are supported.

App

To set interaction navigation to an app, enter the app ID in the App Target field.

URL Format Examples

Navigate to the app’s homepage using the appId

/lightning/app/06mRM0000008dNrYAI

Navigate to an object record’s page in the app using the appId

/lightning/app/06mRM0000008dNrYAI/o/Case/home

Navigate to the app’s homepage using the appDeveloperName

/lightning/app/standard__LightningSales

Navigate to an object record’s page in the app using the appDeveloperName

/lightning/app/standard__LightningSales/o/Case/home

Knowledge Article

A page that interacts with a Knowledge Article record.

Property
Description

Article Type

The articleType API name of the Knowledge Article record.

In Experience Builder sites, articleType is ignored.

URL Name

The articleType API name of the Knowledge Article record.

In Experience Builder sites, articleType is ignored.

Lightning Component

A link to a Lightning Component.

Property
Description

Component Name

The Lightning component name in the format namespace__componentName.

Login Page

A page for authentication into an Experience Builder site.

Property
Description

Action Name

A login-related action to be performed. Possible values are:

  • login

  • logout

Named Page (Standard)

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:

  • home

  • chatter

  • today

  • dataAssessment

  • filePreview

Navigation Item Page

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.

Object Page

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 ns__.

Action Name

The action name to invoke. Valid values include home, list, and new.

Automatically Populated Fields When Creating a New Record

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.

Tutorial

Name
Description

Learn to navigate records with interactive, step-by-step guidance in this tutorial.

Record Page

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 clone, edit, and view.

Experience Builder sites don’t support the values clone or edit.

Tutorial

Name
Description

Learn to navigate records with interactive, step-by-step guidance in this tutorial.

Web Page

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.

App
Knowledge Article
Lightning Component
Login Page
Named Page (Standard)
Navigation Item Page
Object Page
Record Page
Web Page
How to create an interaction to navigate to an object
How to create an interaction to navigate to a record page