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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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13 views

Add custom/standard button to list view of external object

I'm trying to add a New Button to a list view on salesforce. Looks simple right? I'm able to do it in any list view with Salesforce Objects, but can't do it on External objects. We've overridden the ...
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2answers
17 views

Hide a custom button from a record based on Role in salesforce

I have a custom button that run a lightning component where I want it to be visible from a record only for certain User based on their role. Any idea How to adjust this permission set. I know that ...
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0answers
20 views

Activity History related list is missing the Send Email button production but sand box showing Send Email button

Activity History related list is missing the Send Email button production but sand box showing Send Email button i fllow the below setup both sandbox and Production Click Setup. In the Quick Find ...
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1answer
22 views

Adding a button within community to a page with parameters

We are using Cases for Community Members to submit applications and requests and a custom component to actually collect that data. On the home page, they see their open cases, but we want to direct ...
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1answer
33 views

Problem with the onclick javascript for this button or link was encountered unexpected token [closed]

I am getting an "invalid or unexpected token" error in the javascript code below. This code is part of a Detail page button. {!REQUIRESCRIPT("/soap/ajax/33.0/connection.js")} {!REQUIRESCRIPT("/soap/...
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1answer
14 views

Visualforce page: Add related records to custom object with custom button

I would like to create a VF page ("AllUnitIdssaved") that will accept users inputs. This VF page is on the "Shipment_Details__c", which has a lookup to "QuoteLineItem". When the user clicks a custom ...
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1answer
64 views

How to display textarea with button on clicking Javascript

I have a custom button on case. On clicking that, it should display a text area with a button in it. I'm able to display it, but at the bottom of the detail page. I want that to be displayed in the ...
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0answers
13 views

Display and Select multiple Related records and send selected records through Email to a contact

I have Account object and custom object System__c I want a custom button on account and when i click on it,pop up will come and it should display all active systems with select checkbox. once i select ...
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1answer
29 views

Is it possible to have a button on Object's detail page that redirects to Lightning component

I have created a Lightning Component Bundle and a button on detail page of an Object. On clicking the button, is there any possible ways such that it redirects to Lightning page of the created ...
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votes
1answer
32 views

Custom Button that links to the Visualforce Page [closed]

I need to create a Button for the Page Layout that links to the Visualforce Page (another page). It's for custom object. How can I do that? Can I use "Buttons, Links, and Actions" to open VF Page? Or ...
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1answer
28 views

how to populate custom object value in standard detail page layout

I have two object one standard object Leads and one custom object tractor.and tractor is a lookup field in lead object.i am trying to include three input fields and a button for searching a tractor in ...
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votes
1answer
30 views

Expandible/Collapsible button inside a Table in SFDC lightning [closed]

I would like to add an expandable/collapsible button beside each row of a table. Upon clicking the button, a new row will be displayed inside the particular row,and on clicking the button again the ...
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1answer
29 views

Custom button is not visible in Community view

i have implemented small custom button on account object, that custom button will showing salesforce classic view, but its not visible in community view.
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0answers
28 views

How to call a VF page with controller with custom button in lightning experience

Now that javascript button are out in the lightning experience, i am looking to call a VF page which uses a controller from custom button. I chose the content source as URL and built the url as '/...
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1answer
34 views

How can I control the display of Quick Action Buttons without proliferating Page Layouts?

We have a Lightning Component button which allows Users to provide discounts on Opportunities. We are currently leveraging the "Quick Action" functionality to display it on some page layouts. The ...
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1answer
28 views

How to pass date as a parameter from custom button url to constructor

I have created a detail custom button of URL type and passing Opportunity Date as shown below. /apex/vfpage?oliId={!OpportunityLineItem.Id} && oppDate={!Opportunity.customDate__c} And in ...
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0answers
10 views

Visualforce Page Not Available for Custom Button [duplicate]

I am trying to create a custom List button that will sit on the related list of my Quote__c object at the Opportunity level. I created a VF page and custom controller, but when I create the list ...
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1answer
36 views

create a record on cross object on button click

Im having two objects object1(Parent) & object2(Child) with lookup relationship. Now my requirement is that I need to create a button on child and when I click this button I need to create a ...
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1answer
28 views

Calling Visualforce page exports custom object records in custom list view button (Unknown constructor error)

I'm trying to export records from a custom object have got following visualforce page but, the visualforce page needs be invoked from a custom on list view when I try to add a standard controller and ...
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0answers
22 views

Work Around to Standard Buttons Overridden by Visualforce Pages in Community

We are using the "Partner Central Community Template". Most of the standard buttons in the org is overridden by a Visualforce Page which is not supported in Lightning Community. The overriding cannot ...
0
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1answer
24 views

Close Current Tab From Flow

I have a button on the case object that calls a flow via URL and the flow calls a class to update the cases OwnerID. What I want to happen is when the Flow gets done is to close the tab that you ...
5
votes
1answer
103 views

Prevent New Child Record without triggers

I am trying to find the best method, that will work both in classic and lightning, to prevent a user from creating a more than 1 child record from a parent object; e.g pressing 'New' on a related list....
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2answers
35 views

Custom Javascript Button

I am trying to create a custom button using Javascript to create a custom object record (Project__c) from another custom object record (Quote__c). The problem is I need to pull the Opportunity ID and ...
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1answer
45 views

Auto-Populate multiple lookup fields using Custom Button

I have created a custom button for cases, which is on the Opportunity page. I need multiple fields to be auto populated in the case when the user clicks on the button. I was able to make the ...
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1answer
37 views

NO matches found on a lookup field

I've a weird issue where am creating a parent opportunity record and from the same record I've a custom button where am creating a child record by populating some of the values but the issue here is ...
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2answers
78 views

To hide the button in Classic view and show only in Lightning view

I need to create a Custom button(Not a VF page button) which will work differently based on the user view ie, Lighting and classic. I need hide the button in Classic view and show only in Lightning ...
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1answer
46 views

Custom Button not Showing in Page-Level Action Menu in Lightning

I have an app that creates and builds a custom button, using the metadata api (using the Apex Wrapper for the Salesforce Metadata API: https://github.com/financialforcedev/apex-mdapi). The button is ...
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vote
1answer
14 views

Missing Flow Button on Visualforce Page

So far I have a very simple visualforce page, because all I want it to be is a place to launch a particular screen flow: <apex:page> <flow:interview name="Report_Issue" finishLocation="{!...
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0answers
31 views

URL Hacking not null validation rule in custom button

I have created 'Create Oppty' button on custom object License. Which is pre-populating some values on Oppty from License. I want to add one validation rule in this button like : Quantity != Blank....
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0answers
9 views

Custom Button Content Search Parameter Behavior - &searchTags parameter (ContentDocument sObject)

I have a custom button that is dynamically generating a URL to search Content in Salesforce. Everything works fine with the following except for one caveat: /sfc/#search?&searchWorkspaceIds=%5B%...
3
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1answer
45 views

How to add apex message in standard layout when custom button has been clicked?

I already tried adding ApexPages.addMessage with custom button and apex class. Here is the custom button js code sforce.apex.execute("InvoiceBreakdownController","doGetInvoiceHeaderAndDetail",{"...
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1answer
78 views

Salesforce Conga ActionGrid need help to write a custom action

Could not find much on the subject and Conga has very few examples of codes on their website. What I need is to create a custom action in ActionGrid on the Opportunity object to change the owner to ...
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1answer
23 views

formula values are not getting in URL in Production

I created a custom button on custom object. Behavior= "Execute Javascript" Content Source="Onclick Javascript" I have written the following code in sandbox. It is working in Sandbox. But, In ...
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0answers
22 views

Adding Default Opportunity Team via Javascript Button using SFORCE

To Replicate 'Default Opportunity Member' I created a Javascript Button and below is the Code: {!REQUIRESCRIPT('/soap/ajax/33.0/connection.js')} {!REQUIRESCRIPT('/soap/ajax/33.0/apex.js')} var ...
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3answers
618 views

How to call a WebService method from a Lightning Component that replaces a Classic JavaScript button?

We have JavaScript buttons that follow this pattern: {!REQUIRESCRIPT('/soap/ajax/39.0/connection.js')} {!REQUIRESCRIPT('/soap/ajax/39.0/apex.js')} var ok = confirm('Create the Interest Adjustment?');...
3
votes
1answer
341 views

How to convert mass actions on list view records from Classic to Lightning Experience?

We have multiple JavaScript buttons that follow this pattern where the set of checked records in a list view are first checked and then a server side operation is applied to them: {!REQUIRESCRIPT('/...
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0answers
186 views

Dynamic Field Value in Custom Button or Link Detail

I have a Dynamic Field Value or Link Detail attached to Contact/Leads, this link uses merge fields to build a link that contains Contact.MobilePhone like so for example: Button or Link URL https://...
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2answers
30 views

Permission record type specific for a Custom List button

I have a custom List button(Behaviour - Execute javascript) and that needs to be accessible to a user for a particular Opportunity Record type alone. For rest of the Opportunity record types, it ...
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1answer
42 views

how to assign conga composer button to particular user/profile?

I have one pdf formate conga composer button that button only can see a read-only profile and another button default formate conga composer button assign some particular user how?
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1answer
26 views

Add Custom button to a search result

I create a list button in contact object where I used a visualforce page for it. I added the button to the search layout, But in search result layout the button doesn't show up. I am an administrator,...
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1answer
43 views

Custom Button - Opens a exe file

I was trying to create a custom button that opened a .net program. I would think that this could be done easily however I am running into an error. Error: Enter a URL that is valid and well-formed ...
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0answers
39 views

Javascript Custom Button Issue

Something Very strange issue , I observed today. Create a detail page button on contact (didn tried for other object) and behaviour as Execute JavaScript and paste the below code {!REQUIRESCRIPT("/...
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0answers
16 views

I have to add a error message to the below code but when I use alert statement in the else part the button functionality is not working

{!REQUIRESCRIPT("/soap/ajax/16.0/connection.js")} {!REQUIRESCRIPT("/soap/ajax/16.0/apex.js")} if("{!$Profile.Name}" == "System Administrator") { var needsReason = "{!Diary_Entry__c....
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1answer
37 views

Unexpected Token Error on JavaScript Button

I have the following code on a button {!REQUIRESCRIPT("/soap/ajax/22.0/connection.js")} {!REQUIRESCRIPT("/soap/ajax/22.0/apex.js")} if (({!Service_Call__c.Incomplete_Parts_Count__c} > 0)) { ...
0
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1answer
22 views

Create a custom button/link to clear lookup value

I have a lookup field in my opportunity object. It is not available in page layout for some user, but they should able to clear this value of this field. I have created a custom button with ...
1
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1answer
47 views

how to disable button(onclick javascript) after clicking that once?

I created that button and by clicking it is redirecting to the readonly page.This is my code which I have written in detail page button,content source is Onclick javascript. Now I want to disable the ...
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0answers
27 views

Enabling and disabling a custom button

I have a custom button with OnClick JavaScript to validate data on standard page of a custom object. If validation rule fails then another button need to be to be disable. Otherwise the button need to ...
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1answer
29 views

Button access to public groups

I am facing issue to build this logic in my application, can anyone help me how to achieve this scenario. I have two public groups in my Org like Group A, Group B. I have two buttons in the record ...
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0answers
29 views

Clicking on add button single time adds 2 rows and previous row field values changes

Codes are as follows VF Page <apex:page controller="Wrapper_Test" > <apex:form > <apex:pageBlock title="Domestic RMA Record Management" id="block" > <...
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2answers
29 views

Display Related Object Using Custom Button(Java Script)

]3I am trying to display related opportunities record related to particular account using a custom button over account detail page. To achieve this requirement, i have created a formula field over ...