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| How to Create Custom Buttons in Salesforce Video tutorial! Details Page View List View List view Button Limits |
When we create an object in Salesforce, we get four standard fields by default. Similarly, we get some standard buttons in Salesforce as well.
The standard buttons in Salesforce are not sufficient for all business purposes of an organization. Hereby as we create a custom field, the same way we create custom buttons in Salesforce to meet the ends.
In Classic Experience
Setup > Build > Customize > Activities > Task Buttons, Links, and Actions
We have three types of custom buttons in Salesforce. Let us look into details.
| Detail Page Link: Works on the detail page of the record. |
| Detail Page Button: Works on the detail page of the record. |
| List Button: Works on the list view page of the mass records. |
The detail page buttons are similar and can be added via page layout while the list button in Salesforce adds via the list view layout.
Let us look into details via the video tutorial!
We have covered creating buttons in Salesforce in both lightning and classic experience and have put a detailed overview of the lesson with examples.
Details Page View
When we want to add a button to record details page, then we create a detail page custom, It is added via page layouts in Salesforce. Refer to the video for detailed practical experience.
List View
When we want to perform a common action for more than one record, then we create a button on the List view.
If we want to change data of multiple records in one go, then we create and use a List button in salesforce.
This button in Salesforce is used to perform mass action on all records in one go. It is added via list view layouts.
For example:
A standard list button in Salesforce: Change owner
These buttons in Salesforce could embed several lines of codes with different parameters to be undertaken as well.
We need depths of coding for the same.
List view Button Limits
LIST BUTTONS WITH JAVASCRIPT CODE IS NO MORE SUPPORTED IN LIGHTNING EXPERIENCE.
Alternatively, we can call a Visualforce page from a button without writing JS code and thereby write all the logic in the Visualforce page.
We can also redirect the flow using the URL option towards any page using the JS code. We can also use Lighting Actions which we fill look forward later.
The Javascript list buttons in Salesforce were deprecated in Lightning experience as it was observed having some security issues in using JS buttons.