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Questions tagged [custom-button]

Create custom buttons and links to integrate Salesforce data with external URLs, applications, your company’s intranet, or other back-end office systems.

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How to override the standard creation page with LWC

Two objects having Master Detail relationship (Rule & Conditions). Conditions is the detail object. I have a related list Conditions on a Rules object having NEW button for the creation of new ...
sarah's user avatar
  • 13
0 votes
0 answers
22 views

What will be the manifest.xml for List View Button Layout [duplicate]

What will be the manifest.xml file to retrieve the List View Button Page Layout. This is under Case Object
Aditya Agrawal's user avatar
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0 answers
39 views

Use a LWC Button on the Hightlight Panel without using Dynamic Actions because other forms needs to have the old standard

I've created an apex class to identify in which Status a Case is and if It's on "B" It changes the Status to "A" and the users need to choose when this is going to happen, It means ...
André Rödel's user avatar
0 votes
1 answer
57 views

URL Button not working in production

I have this button I created in a sandbox: /lightning/o/Correction__c/new?&defaultFieldValues= Audit_Finding__c={!URLENCODE(Audit_Finding__c.Id)}, Origination__c={!IF(TEXT(Audit_Finding__c....
Julien Souchi's user avatar
1 vote
1 answer
42 views

Inconsistent Button Visibility Behavior with NavigationMixin

I created a button in a custom object, with the Action Type set to Flow. Then, I configured the action's visibility in the lightning page layout based on certain conditions. When the conditions are ...
Salvation's user avatar
  • 1,189
-1 votes
1 answer
31 views

How to add a Custom button on EmailMessage record page?

I'm trying to add a button on a record page of EmailMessage sobject. This button have to open LWC. I've already realized that it is impossible to add quick action. But several articles claim that it ...
Marina's user avatar
  • 19
0 votes
0 answers
80 views

Remove or Update 'Reply' button in Email Message Page layout

When I click on 'Reply' button in Email Message record, it opens /_ui/core/email/author/EmailAuthor page. Here, I want to populate cc field. I am able to do that in a custom button by sending the ...
sf developer's user avatar
-1 votes
1 answer
48 views

Custom button visibility

Does any one knows how to add permission set on a custom button for the visibility, if the custom button is added on an aura component?
Champion's user avatar
1 vote
0 answers
73 views

Embed a Button from a Custom Object in a Visualforce page

The Problem I need to embed a button to trigger a screen flow on a Visualforce page. This is because I'm adding a tab for action buttons to a modal window from a managed package (TaskRay), and for ...
bpunsky's user avatar
  • 11
0 votes
1 answer
1k views

Salesforce - Hide/ show list view button based on profile

I have a custom 'Create Case' button added in the list view buttons for my custom Case object. For admin profiles I want to show the standard 'New' button and the custom 'Create Case' button to create ...
Sfdc Developer's user avatar
0 votes
1 answer
58 views

Auto populating default values from Lightning button not working

I have a custom object called Custom_Request__c with several record types. We have a custom lightning button on the opportunity product object to create a record of Custom_Request__c of recordtype &...
Balaji Pooruli's user avatar
0 votes
0 answers
96 views

Close window from Visualforce page after action completes

I have a custom button that allows a user to download a CSV of the record currently displayed. To do this, I'm opening a separate Visualforce page that triggers the download by returning a page ...
kai998's user avatar
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0 votes
0 answers
369 views

Is it possible to throw error message on button click? (Managed package button)

We have a custom button that came with the installation of a managed package. We are using this custom button on a page layout to open a new page with a PDF. We want to display an error message when ...
Alp's user avatar
  • 11
0 votes
1 answer
77 views

How can I pass a List View set /array of RecordIds using a custom button to Apex Class

I am newbie. I'm trying to pass in a List of recordids through the use of a custom button from a List View in classic. The parameters section of the sforce.apex.execute method is not right. {!...
Steven O's user avatar
0 votes
0 answers
54 views

Lightning Object Page Custom Button With No Redirect

I have a custom button that makes a callout. I know how to do this by creating a VFP and creating the custom button on the object with the custom URL, but I am curious if there is a better/ supported ...
Olivia's user avatar
  • 3,471
0 votes
1 answer
362 views

User with Minimum Access Profile/Permission Set Cannot See Any Buttons on Object Pages

We recently created a new profile cloned from the Salesforce Minimum Access profile and added the rest of the necessary permissions for the users via Permission Sets/Groups. We noticed the users with ...
Developer Guy's user avatar
1 vote
2 answers
2k views

how to pass record id to lwc from custom button on detail page of event object?

I have created a custom button on the detail page of the event object and passed the record id in the URL but I'm not able to get the get that id in the LWC component as you can see in the screenshots....
Rashid Minhas's user avatar
0 votes
0 answers
823 views

Pass the related record ID through the URL hacking

I have a two custom object Sample and Sample detail. Sample detail has a lookup relationship to the Sample record. And both the records have lookup relationship to the Case. When I create a Sample ...
user4912134's user avatar
1 vote
1 answer
170 views

Custom List button not working as expected

I have a two custom object Sample and Sample detail. Sample detail has a lookup relationship to the Sample record. And both the records have lookup relationship to the Case. Below is the Sample record ...
user4912134's user avatar
0 votes
0 answers
785 views

Background context and Save URL in URL hacking

I have a URL list button that pops up the New Account contact relationship form. Below is the URL: {!URLFOR('/lightning/o/AccountContactRelation/new?backgroundContext=/lightning/r/Account/{Account.Id}/...
Rahul Allada's user avatar
-1 votes
1 answer
357 views

Get the page from where the button is clicked

The New standard button in the Salesforce is overriden by the Lightning component (Aura). Now this New button is being used in the multiple places: While creating a contact record from the list view ...
Rahul Allada's user avatar
0 votes
1 answer
455 views

Syntax in Lightning Button/URL to set date field on object from Date/Time field on starting Object?

I have created a custom button Type=DetailPage & Content=URL on the Event Object. This button creates a new Custom Object named Registration record. One of the fields that needs to be set on the ...
user7417's user avatar
  • 341
0 votes
1 answer
2k views

Salesforce Flow Button on a Record Page to automatically fetch record info

I am trying to create a Custom button on an Opp Record Page to trigger a flow. I placed the flow Button on Campaign__c Record page. This Object, Campaign__c, has a Masterdetail relationship with Opps ...
JACOPO PARISI's user avatar
0 votes
1 answer
577 views

Custom List Button - Merge Field not evaluating (is blank) in URL

I'm trying to initiate a flow from a list button that sits on a dynamic Related List on the Taskray__Project__c object, with a standard retURL parameter and another passed in parameter to the flow. I'...
Yona Tran's user avatar
-1 votes
1 answer
559 views

how to add an 'add product' button on account page

I'm very new to salesforce, and my scenario is that I enabled the person account in salesforce, and I don't want to use opportunities; I want to relate the product from the opportunity to the account ...
sirps's user avatar
  • 9
0 votes
1 answer
363 views

Need Help Finishing Code to Change Aura Button Color for Flow

I am following this Salesforce article to modify the "brand" button variant with a custom color, but it will not use my css styling changes. The goal is to use it in Screen Flow, and also ...
Robert Uzdavines's user avatar
2 votes
2 answers
2k views

Override Related List's New button to open Screen Flow in a modal

I want to create a button on the related list which could open up a Screen flow as a modal.
SfdcBat's user avatar
  • 4,811
0 votes
1 answer
1k views

Custom button URL with default values to create a Lead from a Contact

I have created a custom URL button with default values to create a Lead from a Contact. I'm unable to map Lastname and email field values from contact to Lead. Can anyone help with this? lightning/o/...
Lilly's user avatar
  • 25
0 votes
1 answer
50 views

Parent Case Custom Buttom to mirror some fields

I want to create a Custom List Button on the Case Object on the Service Console that creates a new case link via the Parent case and mirrors some fields from the original case. This is what I got: /...
Lut's user avatar
  • 287
0 votes
1 answer
130 views

The Close button in Custom button is not working in salesforce classic

I have a Custom Button in the Opportunity Detail Page called Submit Eval/Trial Request. When i click on it a flow is executed. but when i click the close button it doesn't close. What should i do?
Lavanya Pushpakar's user avatar
1 vote
0 answers
379 views

Custom "New Quote" Button - Empty Fields

I'm new to learning SFDC customisation, and have been tasked with improving it on request of our sales team. All we need is to pre-fill the "Opportunity Name" and "Expiry Date" ...
Mike J's user avatar
  • 11
0 votes
1 answer
2k views

Hide Custom Button on Layout in Community

So my task is to remove Custom button for some Permission sets in Community. So this is how it looks. We want to hide Reassign button, which is Custom Button that invokes flow. And I need to hide it ...
walikdick's user avatar
0 votes
2 answers
351 views

LWC - Create Copy Button (Closed)

I use this code to create a button (Lightning Component) on Account object to copy information from Shipping Address to Billing Address but it did not work, can you guys help me to look at my code? ...
Pam's user avatar
  • 107
1 vote
1 answer
527 views

Remove 'Reshuffle' button in GANTT- FSL

I want to remove reshuffle, Schedule buttons from GANTT display: I can't find any option sin field service admin settings. Can someone help on this?
Prathyusha's user avatar
0 votes
0 answers
331 views

URL on List button not accessible through LWC

I need to override the 'New' button for a custom object on related list present on Opportunity. I'm navigating to a custom app page in which I have my LWC component. I need to pass the Opportunity ...
coder123's user avatar
  • 131
2 votes
1 answer
759 views

How to assign custom buttons conditionally for Contacts in Salesforce application

I am new to Salesforce. I have added two custom buttons XXX & YYY in my Salesforce application. But I want to assign these two buttons based on conditions for different contacts. For example: If ...
Valli69's user avatar
  • 123
1 vote
1 answer
51 views

Salesforce Custom Button to launch Javascript prints Date in decimal value [duplicate]

I am trying to compare dates in custom button which executes JavaScript when clicked. The date values are printed as decimal value which makes it difficult to compare. Any suggestions whats happening ...
Vish's user avatar
  • 11
2 votes
1 answer
96 views

How to replicate a custom button/VF in Lightning

We migrated to Lightning and there is a custom button on the Opportunity page that loads a Visualforce page and I need to get it replicated to work in Lightning. I am not a developer nor do I have one ...
user7417's user avatar
  • 341
0 votes
0 answers
336 views

Custom button not visible in Salesforce for Ipad tablets (only visible for desktop and android)

I have a custom button on record page. When I am on the page from the desktop or Mobile, it shows up and its completely perfect working. But I am trying to to access the page from ipad, then the ...
Ali Khan's user avatar
0 votes
1 answer
32 views

Can I setup custom buttons on Contacts page using post install script? And remove it using uninstall script?

Can I setup custom buttons on Contacts page using post install script? And remove it using uninstall script? I would like to remove the buttons administrators have setup during installation of they ...
Birey's user avatar
  • 121
0 votes
1 answer
1k views

Pass parameters to lightning page in custom list view button

I want to access lwc component from custom list button in related list. I created this custom list button with content source as URL to a lightning page. However when I include the parameters it is ...
brahma's user avatar
  • 1,012
1 vote
1 answer
368 views

Opening a corresponding record via button

I've tried to search in different locations but I can only see on most is "create button record" My goal here is to create a custom button in my property booking object record page where in ...
Kejer's user avatar
  • 31
0 votes
1 answer
2k views

List button URL with default values to create a Task from a custom obj record related list

I am unable to create a list button in Task to be added on custom obj related list to create a task with some values from custom obj that would work for lightning. This is how it is already working ...
Kartik.S's user avatar
0 votes
0 answers
107 views

Is there any attribute in aura components to bypass validations like 'immediate = true' in visualforce page or 'causesvalidation = true' in asp

I have a record creation form with lightning:recordEditForm tag. I used required = true to some of the inputField values. I have a cancel button at the bottom of the page. When I click 'cancel' button ...
Raham's user avatar
  • 43
3 votes
1 answer
5k views

Dynamic Related List Not Supporting Custom Actions?

I created a new dynamic related list - single as it satisfies my requirements which includes renaming my related list and filtering/showing only specific records. However, my custom actions do not ...
Micz Domz's user avatar
  • 685
0 votes
1 answer
623 views

Error for URL hack with Today Date

i have an error. I have create a new button for create opportunity with default field value but in the Open Date and Close Date field he has an error, i have the right format of date but he accept ...
DiutG's user avatar
  • 5
0 votes
0 answers
75 views

Custom Button (Send Fax) for Case object doesn't appear

I am a new Salesforce admin. I hope to find some directions. My org installed Opero Sent/Received Fax. They appeared to be objects Sent Fax and Received Fax. We did not want to have the objects. We ...
Trung Hoang's user avatar
0 votes
1 answer
2k views

Not able to set Record Type on Custom Button

I have created a custom button that will load a page to create an opportunity in which few fields needs to be prefilled and it should have a specific RecordType. But the issue is all the fields are ...
Ankur Nigam's user avatar
0 votes
2 answers
2k views

Clear custom input text field

i have a custom search bar created using LWC in wich i can write something, but i have 2 problems: 1: I can't figure how to make a clear button that reset what it is inside the input search bar if the ...
MashaMasha's user avatar
0 votes
1 answer
323 views

Facing issue in Opening a Primary Tab from a List View Custom Button (Console View)

The only option in Salesforce to place a Custom Button on a list view is to create a Visualforce page and then call your required function from there. But the issue I am facing is, I want to open a ...
Nagendra Singh's user avatar

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