In this Salesforce tutorial, we will understand how to enable or add the Change Status button when the Change Status button is missing on Leads object in Salesforce.
Recently, when we were working on the Leads object, we could not find the Change Status button. This button usually appears on the List View page in Salesforce.
So, in this Salesforce tutorial, we will try to understand some of the root causes of this issue. Moreover, we will also discuss the solutions related to each reason.
Let us start by understanding the key reasons why this issue may arise.
Change Status button missing on Leads in Salesforce- Reasons
In this section, we will discuss some of the key reasons why the Change Status button is missing from the Lead List View in Salesforce. These key reasons are listed below:
Reason-1: Lack of user permissions
The Change Status button in Salesforce is utilized to manage or modify the status or stage of leads. However, this feature will only appear when the user has edit permission on the Leads or Lead records.
But, if the current user trying to access the Change Status button does not have the Edit Permission on Leads, the button will not appear.
Reason-2: Button not added to List View Page Layout
Another reason why the Change Status button does not appear is due to the List View Page Layout. The Change Status button in Salesforce appears on the List View page of the Leads object.
However, if the Change Status button is not enabled on the List View Page Layout, the Change Status button will not appear. So, we need to make sure that the button is enabled on the List View page in Salesforce.
Reason-3: Incorrect Record Type
Next, check the record type associated with the Leads where the “Change Status” button is missing. We need to make sure that the Page Layout assigned to the user profile is the same Page Layout for which you want the Change Status button.
Read: How to Bulk Add Leads in Salesforce
Change Status button missing on Leads in Salesforce- Solutions
Now that we have undergone the reasons why the Change Status button might be missing, let us jump to the solution steps. Here we will follow the solution steps to solve the issue and add the Change Status button when it is not visible in Salesforce.
Let us start by covering the steps for the Salesforce Lightning edition.
How to Configure Leads Page Layout in Salesforce Lightning
- First, log in to your Salesforce Lightning account and open the Home Setup page. From the Home page, click on the Object Manager option. After this, under the Object Manager list, click on the Lead object.
- Once we click on the Lead object, we will land on the details page, and from the side menu, we need to click on the List View Button Layout option. This will open the List View Button Layout page for the Lead object.
- On the List View Button Layout page, click on the drop-down (⬇️) icon given corresponding to the List View option and click on the Edit option.
- After clicking on the Edit option, a Lead List View page in Salesforce Lightning will open. On this page, enable the Change Status [MassChangeStatus] option given under the Standard Buttons section.
- Once we select the Change Status [MassChangeStatus] option, click on the Save button to save all the changes.
So, with this, we have successfully added the Change Status button to the Leads List View page in Salesforce Lightning.
How to Configure Leads Page Layout in Salesforce Classic
1: Again log in to your Salesforce Classic account and open the Home page. From the Home page in Salesforce Classic, click on the Setup option to open the Setup page.
2: On the Setup page, use the Quick Find search box given in the left corner to search for the Lead object.
3: After this, select the Search Layouts option given under the Customize > Leads section.
4: After clicking on the Search Layouts option, it will open the Lead Search Layouts page. On this page, click on the Edit link given next to the Lead List View option.
5: After clicking on the Lead List View option, it will open the Campaigns List View page. On this page, enable the Change Status [MassChangeStatus] option given under the Standard Buttons section.
6: At last, click on the Save button to save the changes and enable the Change Status button for Lead List View in Salesforce Classic.
So, in this section, we have learned how to add the Change Status button to the Leads List View page in Salesforce Classic.
How to check user permission for Leads in Salesforce Lightning
Step-1: Once you log in to your Salesforce Lightning account, click on the gear icon (⚙️) and then click on the Setup option. This will open the Home Setup page in Salesforce Lightning.
Step-2: After this, use the Quick Find search box, search for Profiles, and click on the Profiles option given under Users.
Step-3: Once we click on the Profiles option, it will open the Profile Setup page. Now, from the list of profiles, select your Profile and click on the Edit option.
In our case, we have selected the System Administrator profile.
Step-4: Next, on the Profile Edit page, move to the Standard Object Permissions section and check if Edit permission is assigned for the Leads object. However, if Edit permission is not assigned, tick mark (✔️) it and click on the Save button.
So, with these steps, we have successfully checked and enabled the Edit access on the Leads object in Salesforce Lightning.
How to check user permission for Leads in Salesforce Classic
1: After logging in to our Salesforce Classic account, open the Home page. For the Home page, click on the Setup option to open the Setup page.
2: Next, utilize the Quick Find search box and search for the Profiles option. Then from the search result, click on the Profiles option given under Administer > Manager Users section.
3: After this, from the list of profiles, select the required Profile and click on the Edit option.
4: Next, on the Profile Edit page, from the Standard Object Permissions section, check if Edit permission is assigned for the Leads object. However, if Edit permission is not assigned tick mark (✔️) it and click on the Save button.
So, by following these steps, we can check and enable the Edit access on the Leads object in the Salesforce Classic edition.
Also, check the following Salesforce tutorials on Leads.
- Delete button missing on Lead object in Salesforce
- Convert button on lead not visible in Salesforce Lightning
Conclusion
So, in this Salesforce tutorial, we have gone through various solutions using which we can enable or add the missing Change Status button in Salesforce. Moreover, we discussed the steps for both Salesforce Classic and Salesforce Lightning.
Here is the list of solutions that we discussed.
- How to configure Leads Page Layout in Salesforce Lightning
- How to configure Leads Page Layout in Salesforce Classic
- How to check user permission for Leads in Salesforce Lightning
- How to check user permission for Leads in Salesforce Classic
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.