16 Questions
What is the primary purpose of adding custom buttons and links to object and record detail pages in Salesforce?
To integrate Salesforce data with external URLs, applications, or back-end office systems
What type of page can a custom link link to?
External URLs, Visualforce pages, or your company's intranet
What determines how the target of a link or button is displayed to users?
The display window properties
What can be included in a custom link URL as a token?
Salesforce fields, such as account name
Where do custom buttons and links live in Lightning Experience?
On the page layouts
What is required to create a custom button or link?
Defining the action that occurs when a user clicks it
What type of custom button can be added to a related list?
Only custom list button
Why does an Energy Audits related list automatically appear on account records?
Because Energy Audits has a lookup relationship field with accounts
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
What is the purpose of the formula editor in Salesforce?
To define the properties of the custom button or link
What is required to make custom buttons and links visible on a record detail page?
Adding the button to the object's page layout
What happens when you save a custom link with a URL?
The URL is validated
What is the purpose of the custom link Maria wants to add to account pages?
To perform a quick Google search on the account
What is used to pass field information from the account record to the URL in the custom button?
Merge fields and operators
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
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
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.
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.
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