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Managing Buttons or Links

In order to cover certain business use cases, administrators must create new buttons or links or edit existing buttons or links.

Info

The page customization, including the button and link management, differs between Salesforce Classic and Salesforce Lightning.

Managing Page Components in Salesforce Lightning

  1. Open a record detail page of the corresponding object.
    Navigate to an opportunity, order, invoice, subscription etc. as required.
  2. Click cog in the upper right corner to open the Setup menu, then select Edit Page.
  3. Modify the page layout as necessary.
    Add, edit or remove components.
    Reorder components by dragging them to the intended region of the record page.
  4. Click Save.
  5. Click Activate.
    ▶ This makes the customized record page available to users.

Info

When you save the customized record page for the first time, you can activate it from the Save dialog. Later, you can use the Activation... dialog.

For more details about editing Lightning pages, see Create and Configure Lightning Experience Record Pages in the Salesforce Help.

  1. Navigate to the object management settings of the corresponding object.
    Click cog to open the Setup menu and select Setup, then open Objects and Fields > Object Manager > Object.
  2. Click Buttons, Links, and Actions.
  3. Click New Buttons or Link.
  4. Specify the button or link details as necessary.
    Mandatory details include the label, name, display type, behavior, content source and content. The description is optional.
  5. Click Save.
  6. Add the button to the intended page layout.
    See Managing Page Layouts in Salesforce Lightning.
  1. Navigate to the object management settings of the corresponding object.
    Click cog to open the Setup menu and select Setup, then open Objects and Fields > Object Manager > Object.
  2. Click Buttons, Links, and Actions.
  3. Click Edit in the row of the button or link you intend to edit.
  4. Modify the details as necessary.
  5. Click Save.
  1. Navigate to the Buttons, Links, and Actions page for the corresponding object.
    For standard Salesforce objects, open, for example, Setup > Customize > Opportunities > Buttons, Links, and Actions.
    For JustOn objects, open, for example, Setup > Create > Objects > Invoice > Buttons, Links, and Actions.
  2. Click New Button or Link.
  3. Specify the button or link details as necessary.
    Mandatory details include the label, name, display type, behavior, content source and content. The description is optional.
  4. Click Save.
  5. Add the button to the intended page layout.
    See Managing Page Layouts in Salesforce Classic.
  1. Navigate to the Buttons, Links, and Actions page for the corresponding object.
    For standard Salesforce objects, open, for example, Setup > Customize > Opportunities > Buttons, Links, and Actions.
    For JustOn objects, open, for example, Setup > Create > Objects > Invoice > Buttons, Links, and Actions.
  2. Click Edit in the row of the button or link you intend to edit.
  3. Modify the details as necessary.
  4. Click Save.

Info

For more details, see Define Custom Buttons and Links in the Salesforce Help.

Next steps:

Managing Page Layouts

Return to JustOn Administration.