Navigation actions stand out as one of the most versatile templates, offering the flexibility to direct users to related records, documents, reports, dashboards, and trusted external sites.

Record data can be merged to create dynamic URLs. For example:

• Opening new emails with a pre-filled email address and subject (using mailto).
• Navigating to related records in Salesforce (using id field references).
• Navigating to a Salesforce record creation page with predefined values (utilizing natively supported URL Hacking).
• Enabling click-to-dial actions via locally installed apps (using the tel: prefix, e.g., tel:{!Account.Phone})."

To create a 'Navigation' action, follow these steps:

1. Navigate to the ‘Message Actions’ Tab (Act On It Lightning App > Application Settings > Message Actions) and click ‘New’.
2. Select the ‘Act On It Template’ Record Type, choose 'Navigation' from the available Action Templates, and select 'Next'.

Configure your action button with the following details:

• Action Label: Provide a meaningful name for the action (e.g., ‘Open Account’, ‘View Dashboard', 'View Knowledge Base', etc.). Customize the button further by selecting an icon from the ‘Icon Selection’ section.
• API Name: Choose a unique name for the action, without spaces or special characters (except underscores). This name distinguishes between similar actions with a matching label.
• Is Active: If inactive, the button will be disabled for all new and existing messages.
• Is Available: If enabled, the Message Action will be visible in the Message Type Builder.

Click 'Next' to proceed.

• Type or paste your URL into the URL text field. Your URL must start with https:// for external sites, mailto: for opening a new email window, or '/' for navigating to Salesforce pages. 

• [Optionally] Select 'Merge Record Data' to merge data into your URL.
  • Choose from the available data types. 
  • Select a field and click 'Add Merge Field' to append it to your URL.
  • Copy and paste the field to the appropriate location within the URL. For example, applying the Opportunity's Account Id creates a dynamic link to the related account record:

• Click the 'Preview' link to test.

When satisfied with your navigation action, click 'Save'. Your Message Action can now be applied to any Message Type with a matching data type. Admins can control which actions are accessible to users via their User Settings.