Slaesforce FAQ

how to redirect from salesforce form

by Tara Kutch Published 2 years ago Updated 2 years ago
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Redirecting at the Form Level There is an option on the Form Wizard under Completion Actions that says “ Redirect the prospect instead of showing the form’s Thank You Content ”. When this box is marked, a redirect URL text box will appear for you to enter the page where you want the visitor redirected.

Redirecting at the Form Level
There is an option on the Form Wizard under Completion Actions that says “Redirect the prospect instead of showing the form's Thank You Content”. When this box is marked, a redirect URL text box will appear for you to enter the page where you want the visitor redirected.

Full Answer

How do I redirect in Salesforce?

To assign a redirect to a site page:From Setup, enter Sites in the Quick Find box, then select Sites.Click a site label.Click URL Redirects on the site detail page.Specify the former page location in the Source URL field. The page location must: ... Specify the Redirect Type : ... Click Save.

How do I redirect an action form?

If you want to redirect to another page after form submit html, Then you have to provide/Sign the Other pages path inside HTML Form tag's ACTION Attribute. Which will POST/Send your Form data to that Location and Open/Redirect your Users to That Given Web Page.

How do I redirect an external URL in Salesforce?

To assign a redirect to a site page:On the Overview tab, click Site Configuration | URL Redirects.Click Create a Redirect.Specify the Redirect type : Option. ... Specify the former page location in the Redirect from field. ... To immediately enable the redirection rule, ensure Active is selected. ... Click Save.

How to add submit action in Salesforce?

Add the instructions for the macro.Select a context for the macro. ... Click Done. ... Select the object that the macro interacts with. ... Select the action that you want the macro to perform. ... In the text field, enter the subject line. ... To tell the macro to execute these instructions, select Submit Action.

How do I redirect a form after submission?

Simple RedirectsIn the form editor, go to After Submission → Success Pages & Redirects.Activate the “Redirect the browser when the form is submitted” toggle.Enter the URL you wish to redirect to. You can also insert answers to questions into the URL using the list button to the right of the Redirect form URL address.

How do I redirect a form to another page?

In the WPForms builder, navigate to the Settings » Confirmation tab in the left menu. Here, you'll see options to display a message, show a page, or go to a URL. Select 'Go to URL (Redirect)' and enter the link in the field below. To save these settings, click on the 'Add New Confirmation' button.

How do I use an external URL in Salesforce?

Select Session Settings. Under Redirections, select Warn users before they are redirected outside of Salesforce....Allow trusted URLs for redirects.From Setup, in the Quick Find box, enter Trusted URLs for Redirects .Select Trusted URLs for Redirects.Click New URL.

How do I whitelist a URL in Salesforce?

Use the following steps to whitelist Whatfix domains on Salesforce,Log in to your Salesforce account.Click the Settings icon, and then click Setup.In the left pane, click Security.Click CSP Trusted Sites.Click the New Trusted Site button.In the Trusted Site Name field, enter a name for the site.

How do you auto submit for approval in Salesforce?

Navigate to Setup | Build | Create | Workflow & Approvals | Process Builder and click on the New button to create new Process. Enter the Process Name, Description and API Name, Once done click on Save button as shown in the following screenshot.More items...•

How do I create a submit for approval button in Salesforce?

Submit a Record for ApprovalGo to the record that you want to submit for approval.Make sure it's ready to be submitted. Before you can submit a record for approval, it must meet the criteria for an active approval process. ... Click Submit for Approval.

How do I enable submit for approval button in Salesforce?

You need to add the Submit for Approval action from the Mobile & Lightning Actions section into the "Salesforce Mobile and Lightning Experience Actions" in the Object's Page layout. After that, Click on Record and look at the top right corner. I hope it helps you.

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