Custom Buttons can be added to the page layout of an object. They can be assigned various actions including starting a work flow or process, performing a single action, or navigating to a different part of the application.
Permissions are required for Setup and Custom Objects.
Custom buttons are a powerful tool that can tie together many different elements, functions and processes in your application so that things happen with a simple click.
See Create a Custom Button for more detail.
Custom buttons are created in the custom object where they will appear. Start from Setup > Development > Objects. Click on the custom object that will have the button added, and go to the Custom Buttons tab. If you are creating an object simply click on the Custom Buttons tab.
Click New to add a new button.
Enter a name for the button. This name will appear on the button itself, so it should be short and descriptive.
Enter a brief description of what the button is for and what it will do if clicked.
If you want the button functionality to be available when you right mouse-click on an object, check the Available on Right Click option.
If you want to be able to apply the buttons action to several objects that have all been selected, check the Available For Multiple Selected option.
Click the New button.
Select the button's action:
Navigation: Go to a different object. Select the object from the list. Check Copy To to enter information that will be inserted into the object after navigating to it.
Work flow: Start a work flow process (the work flow must have been previously created). Select the work flow from the drop down list.
Virtual Code: Perform a virtual function that you define, such as doing calculations, creating transactions, or recurring events. See Virtual Coding for details.
Note that clicking on a button can perform more than one action. If you click New again, you can add more actions to the button click. These multiple actions can be ordered from top to bottom, as to what actions will occur first. There can only be one navigation action in the list.
Click Save to save the work. Click Cancel to return to the list of custom buttons without saving any changes.
If you want to add the button to a page layout, click the Page Layout tab, select the layout that you want to work with, and add the button to that layout and Save it.
Create a Custom Button
Page Layout
Virtual Coding
Create a Custom Object
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