Salesforce Custom Detail Page Button

The custom Detail Page button is a custom button that can be appended to a detail page of a particular object. This type of button can be used to execute particular actions on the record, like creating or updating the record.

In this Salesforce tutorial, I will explain custom button how to add a custom detail page button and a custom button to the page layout in Salesforce.

What are Custom Buttons in Salesforce?

A custom button in Salesforce is a type of button that can be created to perform different tasks, such as creating and updating records. These custom buttons are added to the related list to execute a particular task or action or set of actions.

The custom button is an elastic way to add extra functionality to the standard and custom Salesforce objects and permit users to execute a particular action or a set of actions.

So, with this, we understand What custom buttons are in Salesforce.

Read: How to Create Custom Links in Salesforce

Read: How to Update Records using Quick Action in Salesforce

Read: How to Create Compact Layout in Salesforce

How to Add Custom Detail Page Button in Salesforce

If you want to learn how to add a custom detail page button in Salesforce, follow these steps:

1. Click on the Setup option and then select the object manager tab present on the nav bar.

How to create custom detail page buttons in salesforce

2. Now, enter the USA Employee in the search box and select the USA Employee object.

How to create custom detail page buttons in salesforce lightning

3. Click on the Buttons, links, and action option that is present under the details in the left sidebar.

Create custom detail buttons in salesforce

4. The USA Employee page is open there is a new button or link option. Click on the new button or link option.

Create custom detail page buttons in Salesforce lightning

5. The new button and link page are open. Fill in all the information carefully. Firstly, fill in the label as USA Employee Information and the fill name. Then, select the display type as Detail Page Button for creating the custom button.

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After that, select the behavior as Display in a new window and then select the content source as URL.

Salesforce create custom detail page buttons

6. Now select the field type as USA Employee, insert the field, and create the URL that will send us to Google and search for related information. After writing the formula, click on the check syntax option. If there is no error in the formula, click on the save option.

Salesforce lightning create custom detail page buttons

7. The USA Employee custom Button or link detail is created, which we can edit and delete. Where this used option is present in this detail, Google page. After that, select the page layouts option that is present under the details in the left sidebar.

How to create custom detail page button in salesforce

8. After clicking on the page layouts option, the Page layout page opens. Click on the USA Employee layout option.

How to create custom detail page button in salesforce lightning

9. Click on the buttons, then enter the USA Employee Information in the quick find box and drag the  USA Employee Information option.

Create custom detail page button in salesforce

10. After dragging the USA Employee Information and dropping it into the custom button section, click on the save option.

Create custom detail page button in salesforce lightning

So, with this, we have learned how to create a custom detail page button in Salesforce.

Read: How to Update Records using External ID in Salesforce

How to Add Custom Button to Page Layout in Salesforce

Here, we are adding the custom button to the page layout by clicking on the buttons option, then entering the Map the detail in the quick find box and dragging the Map the detail option. Drop it into the custom button section, and click on the save option.

How to create a custom detail page button in salesforce

Conclusion

I hope now you have an idea of the custom buttons in Salesforce and how to add a custom detail button in Salesforce. I have also explained the adding process of custom buttons to page layout in Salesforce.

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