How To: Create Custom Buttons and Links in Salesforce

[@dimitriyg6208]

Just found your channel! going to check out the material. You have no idea how refreshing it is to see someone training Salesforce with charisma. These monotone teachers makes you want to grab a pillow and cut off your own oxygen.

[@SalesforceAdam]

Haha - I'm glad I've helped!

[@akshathamh4303]

I was smiling during most of this video, love your natural and spontaneous positive energy. Love all your videos, Adam ☺Thank you very much for creating these videos ❤

[@ARAFDJ]

Thank You for your great videos! I have looked at a lot of videos and was more confused after watching them. You have the best approach and demeanor that I have seen so far. I will watch the rest of your videos and improve my skills. Thank you again. I don't mind when you go an a tangent it proves to be educational.

[@SalesforceAdam]

Haha - thanks. I do waffle on a bit but hopefully they are 'useful' diversions. Cheers again.

[@IkeWaghSF]

Great video as usual, Adam! Custom Buttons are used ALL-THE-FREAKING-TIME so I think this is an especially important topic for admins and consultants alike. Thanks for the content!

[@SalesforceAdam]

Very true! Sometime admins can miss this easy dev feature as a way of speeding up the user experience. Thanks again Apps for Admins! :)

[@jeffmartinez7420]

Thank you. The search layout to add the new button on opportunities on the list view helped me. I missed it on the trailhead and was spending over a few hours trying to figure out what happened. The New button was simply unchecked.

[@SalesforceAdam]

Haha - Salesforce defo like to make it difficult to find things. It's a byproduct of new Lightning UI and functionality built on top of old layouts/functionality. They're trying to remove the need for 'classic' layouts and focus more on Lightning page functionality. Glad I've been of help. :)

[@saidasydykova3562]

Thank you, Adams need a help, can’t find in related lists the energy audits

[@psapna3172]

I like the way of your explanation. THanks

[@SalesforceAdam]

I'm glad you can understand my strong Yorkshire accent! Let me know if there is anything I can help with in future videos :)

[@axelbaron9412]

I've just discover your youtube channel it is awesome thank you very much !

[@SalesforceAdam]

Glad you like them! Thanks for the comment.

[@MaxFit-c6u]

Awesome tutorial and explanation, 😍

[@SalesforceAdam]

Thank you! 😊

[@stephanobraynriveracardena3291]

a query in the formula of the creation of the URLs can be made a validation: for example if I put this value of my active picklist the URL and if it is not the value that I need not active the URL. Can that be done?

[@SalesforceAdam]

Keep getting those Trialhead points!

[@samuelkusnierik3702]

Hello. Please, i need add "ADD" button to related object. For example ADD member or record (account, contacts, custom objects...) What must i write to empty field of text? What is the pattern, please? Thank you.

[@SalesforceAdam]

You don't need to do any of that. You can simply use the 'New' button that is standard in a Related List to create a new record :)

[@MotivationPurification]

How can I add the "Upload Files" button found in the related list to the top buttons? We use one big region as the page layout and my users have to scroll a lot to the bottom to upload files each time and would love to have a button up there that says "Upload Files".

[@SalesforceAdam]

Hi mate - so you can't use the same button in a related list for the main page. Reason is because the related list 'relates' to a child object/records, not the main record itself. For example, on the Account, you can see the Files related list, but when you upload a file there, you're actually creating a new 'File' object record that happens to be associated via a lookup to the Account, it's not on the account itself. Confusing. However, let me know here your aim exactly (use case). The best approach will likely to create a custom button that launches a Flow. The flow can be a screen flow that allows the user to see a screen to do an upload function. Alternatively, you could just change the one pager view to a panel approach with a sidebar that has the related lists visible (easily accessible) as a workaround. Finally, if you want the flow to work as a modal (opens a floating box above to do the upload) I recommend the Salesforce Labs appexchange component called 'Launch Flow in Modal'. Hope this helps. Maybe an idea for a future video for me to do?

[@MotivationPurification]

@@SalesforceAdam Thank you for your response! I would love to see a video on creating a "Launch Flow in Modal" that allows you to upload files. The use case here is that the team loves One Region layout but also hates scrolling all the way down to get to the "Upload Files". They also want another custom button to "Get Contacts" instead of having to scroll all the way down and "View All" on contacts. Is there a way to get to the "View All" page of Contacts through that same "Launch Flow in Modal" custom button called Get Contacts? If you can showcase those 2 custom buttons in a video, that would be extremely helpful. Thank you!

[@thej00se]

Hi Adam, Is it possible to add the Submit for Approval to the Related List on the Parent Object? I'd like for the users to start the process from the parent object on a related object. Thanks!

[@SalesforceAdam]

Hi Julia (again) - yes that should be possible. See this community thread that highlights an idea to create your own button to add to the Related List view: trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A7zPbSAJ

[@SalesforceBreak]

Great video. Thank you.

[@SalesforceAdam]

Thank you! Really appreciate the comment from a seasoned KZbinr like yourself - much appreciated :)

[@CubeKun]

Great content thanks!

[@SalesforceAdam]

You're very welcome! Hope it's been helpful for you :)

[@psapna3172]

Im unable to find the list button on list view top ?

[@SalesforceAdam]

I mention near the end of the video where you can add the button to the List View screen with search layouts (if that’s what you mean). Let me know if you still have issues.