How to Add a Custom Button to Page Layout in Salesforce
Here’s a step-by-step tutorial on how to add a custom button to a page layout in Salesforce:
- Navigate to Setup and go to Object Manager.
- Locate and click on the specific object where you want to add the button (e.g., Account, Opportunity).
- Look for the Buttons, Links, and Actions in the left pane.
- Click the New Button or Link button on the top right to create a new custom button.
- Configure the Button: A new window will open where you can define the button's properties like:some text
- Label: The text is displayed on the button.
- Name: The internal name for the button.
- Display Type: Select and choose between a link or a button.
- Behaviour: Eg. Displaying in a new window
- Content Source: Depending on the action type, you may need to specify content, such as the URL to navigate to or the Apex code to execute.
- Once you've configured the button, click Save.
- Now, head over to the Page Layout in the left pane. Select Buttons to see your newly created custom button.
- Click and hold the button, then drag it to the desired section of the page layout and click Save to apply the changes to the page layout.