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.
1,061
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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 ...
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46
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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 ...
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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 &...
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Wrap LWC in Aura so it can be opened on click of a button in a pop-up window [closed]
I have created the following LWC that creates a record on a custom object. I want to create a button on the custom object list view page, and I want this LWC to open in a pop-up window. It is not ...
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How to create a custom button on the Screen flow to determine user clicked the button or not?
Hope everyone is enjoying the day!
I am a new starter in Salesforce. I have a Flow which is cancelling the record.
Scenario:
The Flow will be called via quick action button on the detail page of the ...
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60
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Insufficient Privileges Error with Conga Composer Button
I have a button on the Quote record called "Generate Pdf", which generates a pdf quote document when clicked. As a Salesforce admin I am able to access. The problem occurs, when I try to ...
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42
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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 ...
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135
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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 ...
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44
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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.
{!...
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65
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DocuSign URL Button in Lightning CRL values not populating
I need help with a Lightning custom "Send to DocuSign" button. I can't get the CRL variable to populate the Candidate's Name or Email address from the record that I am on when I click "...
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40
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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 ...
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How to use 1 aura component for multiple buttons
I want to build 1 aura:component for both New, Edit, and Clone buttons. How can I recognize which one is triggering this component when execute? Please help
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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 ...
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Need advice on use of Visualforce page vs Lightning Web Components
I am trying to create a button on a list view in salesforce that, when clicked, will open a popup dialog of sorts. I would expect the button to be at the top of the list view, directly alongside the '...
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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....
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456
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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 ...
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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 ...
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445
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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}/...
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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 ...
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257
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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 ...
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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 ...
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464
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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'...
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333
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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 ...
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262
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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 ...
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1
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984
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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.
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805
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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/...
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35
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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:
/...
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107
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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?
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240
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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" ...
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1k
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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 ...
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2
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270
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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?
...
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354
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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?
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287
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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 ...
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607
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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 ...
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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 ...
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67
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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 ...
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279
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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 ...
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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 ...
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861
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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 ...
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265
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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 ...
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1k
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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 ...
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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 ...
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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 ...
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482
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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 ...
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57
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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 ...
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1k
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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 ...
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2
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1k
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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 ...
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258
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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 ...
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556
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Salesforce Onclick Javascript button not working
I haven't changed the script or suddenly the button throws an error that is not defined or shows up in debug logs. The basic function of the button is to grab 'Items used' from a case and create a new ...
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5
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how to deploy chat button type omni-channel using SFDX
I am trying to deploy my chat button with routing type omni-channel using SFDX and this error occurred:
You must select at least one skill.
what do I need to make?
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