# Dashboard button actions: Navigate To and flows

*Tableau Next Consultant Study Guide · Visualizations & Dashboards · Last updated November 13, 2026 · https://www.certifyforce.com/study-guide/tableau-next-consultant/visualizations-and-dashboards/dashboard-button-actions-navigate-to-and-flows*

How single-click actions on Tableau Next dashboard buttons and containers navigate to URLs, dashboards and pages or run screen and autolaunched flows with mapped inputs, which action combinations one widget allows, and which access checks explain failures.

- Certification: Salesforce Tableau Next Consultant
- Exam section: Visualizations & Dashboards
- Study guide: https://www.certifyforce.com/study-guide/tableau-next-consultant

**Official exam objective:**

> Explain how to configure actions within Tableau Next.

## What the exam expects

- Add a single-click action to a button or container widget from its Actions tab, and predict what a click on a container or a nested button starts.
- Configure a Navigate To action to a URL, another dashboard or a dashboard page.
- Configure a Salesforce Flow action: pick a supported, active flow and map each input as a Static String or a Dynamic Widget Field with the right interaction type.
- Decide which combinations of actions one widget can hold.
- Diagnose action failures that only some users see, and name the permission set needed to edit dashboards.

Key terms:
- **Single-click action:** an action on a button or container widget that runs when a user clicks it.
- **Navigate To:** the action type that sends users to a URL, a dashboard or a dashboard page.
- **Salesforce Flow action:** the action type that runs a standard screen or autolaunched flow with dashboard context.
- **Dynamic Widget Field:** an input mapping that passes a field value from a chosen widget.
- **Interaction type:** selection (the user's pick in the widget) or result (the widget's query results).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Widgets that start actions | Button and container widgets | [Single-Click Actions](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_add_action.htm&type=5&language=en_US) |
| Dashboard action types | Navigate To and Salesforce Flow | [Single-Click Actions](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_add_action.htm&type=5&language=en_US) |
| Flow actions per widget | Only 1; navigation actions can be multiple | [Single-Click Actions](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_add_action.htm&type=5&language=en_US) |
| Navigate To destinations | URL, dashboard or dashboard page | [Navigation Action](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_navigate_action.htm&type=5&language=en_US) |
| Supported flow types | Standard screen and autolaunched flows only | [Flow Action](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_flow_action.htm&type=5&language=en_US) |
| Flow missing from the list | Verify it is active and a supported type | [Flow Action](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_flow_action.htm&type=5&language=en_US) |
| Input mapping types | Static String or Dynamic Widget Field (selection or result) | [Flow Action](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_flow_action.htm&type=5&language=en_US) |
| On click | Confirmation shows input values before the flow starts; status message after | [Flow Action](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_flow_action.htm&type=5&language=en_US) |
| Container action trigger | A click on the container or any widget inside it | [Container Widget](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_container.htm&type=5&language=en_US) |
| Edit dashboards and actions | Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst | [Navigation Action](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_navigate_action.htm&type=5&language=en_US) |
| Default widget input setting | All, including newly added filters | [Control Update Behavior](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_filter_selections.htm&type=5&language=en_US) |

## Check yourself

- Why does Help ask authors to test a flow action before users rely on it?
- When a navigation destination is an outside website, how is it supplied?
- Which permission do people who build flows in Flow Builder need, and must they be admins?

## Sources

- [Add Single-Click Actions to Your Data](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_add_action.htm&type=5&language=en_US)
- [Add a Navigation Action to a Dashboard](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_navigate_action.htm&type=5&language=en_US)
- [Add a Salesforce Flow Action to a Dashboard](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_flow_action.htm&type=5&language=en_US)
- [Add Efficiency to Your Dashboard with the Container Widget](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_container.htm&type=5&language=en_US)
- [Build Automated Navigation for Multi-Page Tableau Next Dashboards](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_navigation.htm&type=5&language=en_US)
- [Getting Started with Record-Triggered Flows](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_get_started_record_triggered_flows.htm&type=5&language=en_US)
- [Control Update Behavior for Tableau Next Dashboard Widgets](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_filter_selections.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 11 linked practice questions, and unlimited timed mock exams are included with the Tableau Next Consultant pack (USD $19): https://www.certifyforce.com/practice-exams