Navigate

To set a navigation on your Salesforce.

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

• Knowledge Article

• Lightning Component

• Login Page

• Named Page (Standard)

• Navigation Item Page

• Object Page

• Record Page

• Web Page

App

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

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
How to create an interaction to navigate to an object	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
How to create an interaction to navigate to a record page	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.