How To Create Action Buttons In Salesforce

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Here’s a quick overview of how to create action buttons in Salesforce:

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1. Access Setup and navigate to Object Manager.
2. Select the object where you want to add your button (such as Account or Opportunity).
3. Select Buttons, Links, and Actions from the left sidebar.
4. Click New Button or Link in the upper-right corner.
5. Set up your button configuration:
   
   • Enter a Label that users will see on the button
   • Specify a unique Name for internal reference
   • Choose your Display Type (button or link format)
   • Select the desired Behavior:
     
     1. Same Window for current window display
     2. New Window to open in a separate tab
     3. Replace Content to update the current view
   • Define your Content Source (such as a URL destination or Apex code)
6. Click Save to create your button.
7. Go to Page Layouts in the left sidebar and locate the Buttons section.
8. Drag your new button to the desired location on the page layout and Save your changes.

Tip: Test your button's functionality after implementation to ensure it behaves as expected.