Redirect to Salesforce Processes

This tutorial shows how to use a Redirect Action to incorporate a standard or custom button into your Skuid page. Anywhere you can create a Skuid action (for example, in the Page Title Component or in the Table Component), you are able to send users to a standard or custom page using a Redirect Action. In this example, we’ll create a Convert Lead button.


If you’re already familiar with this process, skip to Step 2D to get the Redirect URL for the Convert Lead and Find Duplicate actions. You can also skip down to the end of the tutorial to learn how to Conditionally Render this button.

If you want control over these screens with Skuid, you can use the Action Framework to launch a popup or another Skuid page and use a mixture of Action Framework, Javascript snippets, and Apex to accomplish this, but naturally that will be more time consuming than a simple redirect and (depending on the action) it may not be worth it.

Step 1: In the Page Editor for the appropriate page, create a Page Title Action.


In this example, we’re working in a Lead Detail page and creating the Convert Lead action as a Page Title Action. But you can also create a Convert Lead action as a Table Row Action following the instructions in Step 2 for building the action.

  1. Click Add Button.
  2. Drag and drop the New Button to position it in a place that makes sense.

Need help building a detail page like this one? See the tutorial Build an Account Detail Page for detailed instructions. (Just create the model on the Lead object, or your own standard/custom object instead of the Account object.)

Click on your new action to edit its properties.


  1. Click on your new action to edit its properties.
  2. Select Go to URL as the Action Type.
  3. Label the button appropriately (e.g. “Convert” or “Convert Lead”).
  4. Choose a visually descriptive Icon (like sk-icon-convert, for example).
  5. Now we need to find the Redirect URL to use for this action.
  6. Click Save.

Step 2: In another tab or window, go to the standard page and click the button you want to replicate, e.g. “Convert”.


If the page (e.g. Lead Detail) is already overridden with Skuid, delete everything after and enter /<RecordId>?nooverride=1 in the URL to forcibly go to the standard page e.g. For more information check out How do I get back to a standard Salesforce layout when I’ve already overridden it?

Click on the button that you wish to recreate in your Skuid page, e.g. Convert or Find Duplicates.

A. On the convert lead page, locate the URL after “” or “”.


Select the appropriate section of the URL. for example:


This is the section of the URL that you will copy and paste into the Redirect URL back in the Page Builder. First, we have to make a few key changes.

B. Replace the Id in the URL with Merge Syntax.


Wherever it appears, we’ll replace the Id (00QU000000Qf8VcMAJ) with {{Id}}. This template will ensure that the Id for the record in context is pulled into the Redirect Action URL for any given record. The URL should now end with &id={{Id}}


Make sure that, in all templates, {{Id}} is spelled with a capital ‘I’ and a lowercase ‘d.’

C. (Optional) Strip out any unneeded params.


We’ll take out this %34nooverride%3D1 part which is leftover from the nooverride param we entered earlier.

You can use the retURL parameter to send the user back to your original page (or somewhere else) Salesforce looks for retURL params and uses them to send the user back to the page they came from. So, in such a case, you would want to replace the Lead Id in the retURL parameter with the {{Id}} merge variable. So your retURL param would become: retURL=%2F{{Id}} to return to the record detail page. You could also use retURL=%2F{{Model.KeyPrefix}}/o to go back to the object tab page.

D. Copy the finished URL.


  1. Select the URL (everything after
  2. Right click and choose Cut or Copy.

For Convert Lead, the finished URL will be:


For Find Duplicates, the finished URL will be:


Step 3: Back in the Composer, paste your finished URL into the “Redirect URL” property of the Redirect Action.


Return to the Page Builder.

  1. Paste the URL you just copied into the Redirect URL field.
  2. Click Save.

Step 4: Preview your page to test the new Redirect action.


  1. Click Preview.
  2. Choose the Lead whose page to preview. Type in all or part of their name and select it from the dropdown list.
  3. Click Go.

Moment of Truth: Click on the new button to test it.


Success! You will be directed to the standard Salesforce action.


Not seeing this page? Double check that you copied and edited the URL appropriately in Step 2. Some actions require the 15 digit Salesforce Id, instead of the usual 18 digit one. If this shorter form of the Id is used in your action, you can use the template {{Id15}} to pull this Id into the URL.

Remember, you can ask questions and report problems in our community to get answers from other Skuid users, developers, and employees.

Want more ideas for Redirect actions? See the Activities Related List Tab, Step 14, to see how to create Log a Call and Log an Email buttons.

For the Win: Don’t show this button if the Lead is Already Converted.


  1. Click on your Convert button.
  2. Click Rendering.
  3. Click to add a new Render Condition.

Add a Condition where IsConverted != true


  1. Choose Model field value as the Source Type.
  2. For Source Model, choose your Lead model.
  3. For Field, choose IsConverted.
  4. For Operator choose != (not equal to)
  5. For Value, check the box (true).

That way, this button will only be shown if IsConverted is not true, i.e. if the lead has not yet been converted.

Test it

Preview this page for a converted Lead and your button will not appear.


if the lead has been converted, your Convert Lead button should not appear. Questions about conditional rendering? Check out the tutorial Conditional Rendering (Display of Page Components) or watch the Deep Dive on Condtional Rendering. You can also go over to to ask questions, report problems, or share your love for Skuid.