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Is it possible to add a button to the New Leads flow? Once a lead is created, I'd like to have the option to click save and create a new task. "Save & New Task".

New Lead Screenshot

  • Should the task be created automatically without manual intervention? If yes, you can achieve this using Process Builder or Trigger. If no, unfortunately you cannot add a custom button on the edit layout. You have to build another lightning component for that. – Shailesh Patil Sep 24 at 13:29
  • Thanks, Shailesh! – Syn Sep 24 at 14:15
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There's a really old Idea for this you can vote on. For now, the basic answer is "no, you can't just add a button on this page." You could choose to create a custom component and use lightning:recordEditForm, provide a Button Override for the New Lead button, and then provide custom buttons do to what you're trying to do. It's not "impossible", but the workaround is relatively cumbersome. You might just want to create a component that you can drop on to the Lead Detail page to automatically pop up an Add Task modal or other technique after the lead is created.

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