Lightning Experience Customization - Salesforce Custom Buttons and Links

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Questions and Answers

What is the primary purpose of adding custom buttons and links to object and record detail pages in Salesforce?

To replace the default navigation menu in Salesforce

To integrate Salesforce data with external URLs, applications, or back-end office systems (correct)

To provide a shortcut to the Salesforce homepage

To create a custom dashboard for administrators

What type of page can a custom link link to?

Only Visualforce pages

Only Lightning pages

Only external URLs

External URLs, Visualforce pages, or your company's intranet (correct)

What determines how the target of a link or button is displayed to users?

The object's permissions

The page layout settings

The user's role

The display window properties (correct)

What can be included in a custom link URL as a token?

Salesforce fields, such as account name Signup and view all the answers

Where do custom buttons and links live in Lightning Experience?

On the page layouts Signup and view all the answers

What is required to create a custom button or link?

Defining the action that occurs when a user clicks it Signup and view all the answers

What type of custom button can be added to a related list?

Only custom list button Signup and view all the answers

Why does an Energy Audits related list automatically appear on account records?

Because Energy Audits has a lookup relationship field with accounts Signup and view all the answers

Where can Maria find the Energy Audits related list in the GenePoint account record?

At the end of the record page under the Related tab Signup and view all the answers

What is the purpose of the formula editor in Salesforce?

To define the properties of the custom button or link Signup and view all the answers

What is required to make custom buttons and links visible on a record detail page?

Adding the button to the object's page layout Signup and view all the answers

What happens when you save a custom link with a URL?

The URL is validated Signup and view all the answers

What is the purpose of the custom link Maria wants to add to account pages?

To perform a quick Google search on the account Signup and view all the answers

What is used to pass field information from the account record to the URL in the custom button?

Merge fields and operators Signup and view all the answers

Why might the custom button 'Map Location' not show up in the actions menu?

Because the default settings of the 'Salesforce Mobile and Lightning Experience Actions' section were overridden Signup and view all the answers

What can be done to fix the issue of the 'Map Location' button not showing up in the actions menu?

Add the button to the page layout as an action Signup and view all the answers

Study Notes

Custom Buttons and Links in Salesforce

Custom buttons and links can be added directly to object and record detail pages to integrate Salesforce data with external URLs, applications, or internal systems.
They help users access information they need, increasing productivity in Salesforce.

Types of Custom Buttons and Links

Three primary types of custom buttons and links can be created, each requiring a defined action when clicked.

Custom List Button

A custom list button is a button added to a related list, allowing users to navigate to a specific page or application.
Can be added to an object's related list, which appears on other objects when there's a lookup relationship field.

Creating a Custom List Button

Define the action that occurs when a user clicks the button.
Use the formula editor to define properties of the button or link, including the URL and merge fields.

Custom Detail Page Link

A custom detail page link is a link added to a record detail page, allowing users to access external information.
Use the formula editor to define the URL and merge fields for the link.

Custom Detail Page Button

A custom detail page button is a button added to a record detail page, allowing users to access external applications or information.
Can use merge fields to pass field information from the record to the URL.

Adding Custom Buttons and Links to Page Layout

Custom buttons and links must be added to an object's page layout to be accessible on a record detail page.

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Description

Learn how to add custom buttons and links to object and record detail pages in Salesforce to integrate with external URLs, applications, and internal systems.