How To Add A Custom Button To Page Layout In Salesforce

How To Add A Custom Button To Page Layout In Salesforce

1. Log In: Access your Salesforce account.
2. Navigate to Setup: Click on the gear icon in the top right corner.
3. Object Manager: Select "Object Manager" from the dropdown menu.
4. Choose Object: Find and click on the object you want to modify.
5. Buttons, Links, and Actions: Click on the "Buttons, Links, and Actions" tab.
6. New Button: Click the "New Button or Link" button.
7. Define Button: Fill in the button details like label and behavior.
8. Save Button: Click "Save" to create your custom button.
9. Edit Page Layout: Go to the "Page Layouts" section and select the layout to edit.
10. Add Button: Drag your new button from the top section to the desired location on the layout.
11. Save Layout: Click "Save" to apply the changes to the page layout.