How to Create Custom List Button in Salesforce

In this Salesforce tutorial, I will explain how to create a custom list button in salesforce lightning and salesforce classic.

The custom List Button is a button that we can add to the records or related lists on the records page. After adding this custom list button when we clicked on it, it performed a particular action like it navigates us to the external URL or also creating or updating the new records.

To create a custom list button in salesforce, I found a solution that helped us. So in this tutorial, we will understand how to create a custom list button in Salesforce.

So, here we will discuss these topics in this Salesforce tutorial:

  • What is the custom list button in Salesforce?
  • What custom list button can do in Salesforce
  • Categories of custom list button in Salesforce
  • How to create a custom list button in Salesforce
  • How to create a custom list button in Salesforce Lightning
  • How to create a custom list button in Salesforce Classic

What is the custom list button in Salesforce?

In Salesforce custom list button is a button that is created for defining the nature of the button using a URL. This custom list button can be appended to the standard as well as a custom button and they can also give the users with quick access to the usual action like exploring the data and creating the related records, etc.

This custom list button is very helpful when we require to perform definite actions on multiple records at a single time.

The custom list button can add to the records or related lists on the records page. After adding this custom list button when we clicked on it, it performed a particular action like it navigates us to the external URL or also creating or updating the new records.

So, with this, we learn about what is custom list button in Salesforce. Further, we will understand what the custom list button can do in Salesforce.

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What custom list button can do in Salesforce?

The custom List button can do a variety of things and actions depending on the particular functionality here are some examples of what the custom list button can do:

  • Create New Record: The custom list button is used for creating a new record of the particular object when we clicked on the custom button.
  • For example, we created a new custom list button on the USA student object that created a new opportunity when we clicked.
  • Update Existing Records: The custom list button can also be used for updating the existing records.
  • For example, we created a custom list button that is used to update the status of all the records when we clicked.
  • Export Data: The custom list button can be used for exporting the data from the related list.
  • For example: For creating a custom list button for exporting a CSV file of all the selected data.
  • Delete Records: A custom list button can be used for deleting the records. For example, We create a custom list button on the related list that delete all the selected records of the account when clicked.
  • Navigate to an external website: A custom list button can be used to navigate to an external website.
  • For example, we create a custom list button on the record page. When clicking on the button it navigates us to google.com and searches the related information.

This custom list button in Salesforce provides a lot of flexibility and can help smooth the usual actions for the users.

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In this way, we learn What the custom list button can do in Salesforce. Further, we discuss the categories of these custom list buttons.

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Categories of custom list button in Salesforce

There are three categories of a custom list button in Salesforce are:

  • URL List buttons
  • Visualforce List buttons
  • Lightning component List buttons

URL List buttons: There are similar types of custom List buttons one of them are URL list button.

A URL List button executes an action by simply sending a request to a particular endpoint. This endpoint can be the external source or the salesforce page.

We can also use this URL list button for creating records, updating the records, deleting the records, and also used for navigating to an external website.

Visualforce list buttons: A visualforce list button is used when a user clicks on that button and it shows a custom visualforce page.

When we create a custom interface or execute more difficult logic that is not possible with a URL list button then we use visualforce list buttons.

Lightning component list buttons: These lightning component list buttons are similar to visualforce list buttons but it is only used for custom lightning components rather that a visualforce page.

When we create a custom or we need to execute a complex logic and it can not be possible with the URL list button then we can use the Lightning component list button.

This is how we can learn the categories of custom list buttons in Salesforce.

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How to create a custom list button in Salesforce

Here we are creating a custom list button in Salesforce. If you want to learn how to create a custom list button in salesforce then read the complete blog:

Go to the gear icon (⚙️) under the gear icon there are two options setup and service setup. Click on the Setup after that click on the Object Manager.

Enter the object name in the Quick Find Box. The object we enter is shown at the top of the object manager page. Click on the object.

After clicking on the object the object page is open. Click on the Buttons, links, and action option that is present under the details in the left sidebar.

On the buttons, links, and action page, there is a new button or link option. click on the new button or link option.

After clicking on the new button or link, the new button or link page is open. Under this new button or link page, lots of information is present. Fill all the information carefully. Firstly fill in the label as and then enter the name after that select the display type as List Button and then select the field type and then click on the save button.

After clicking on the save option the custom list button is created and we can edit or delete this created custom list button after that select the page layouts option that is present under the details in the left sidebar.

After clicking on the page layout click on the layout option then click on the custom list button then enter the List button in the quick find box and drag the List button. After dragging the List button drop it into the custom list button section and then click on the save option.

Go to the App Launcher type the sales option, the sales page is open then select the object option that is present in the nav bar. After selecting the object the object page is open select the record that is present under the object.

Here we are selecting the record, the record page is open and you can see that the custom list button is present under the record page.

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After clicking on the custom list button it redirects to google.com and the related information related to the record is searched on google. So this way we can create a custom list button in salesforce.

So, with this, we understand how to create a custom list button in salesforce.

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How to create a custom list button in Salesforce Lightning

Here we are creating a custom list button in salesforce lightning. If you want to learn how to create a custom list button in salesforce lightning follow these steps:

Step-1: First, login into the salesforce lightning account. Go to the gear icon under the gear icon there are two options setup and service setup. Click on the setup after that click on the object manager.

How to create custom list button in Salesforce
How to create a custom list button in Salesforce

Step-2: After clicking on the object manager, the object manager page is open under the object manager lots of objects are present. Enter the Developer USA object in the Quick Find Box the object is shown on the top click on it and select the Developer USA object.

How to create custom list button in salesforce lightning
How to create a custom list button in salesforce lightning

Step-3: After selecting the Developer USa object, the Developer USA page is open. Click on the Buttons, links, and action option that is present under the details in the left sidebar.

Create custom list button in salesforce
Click on buttons, links, and actions

Step-4: After selecting the Developer USA object, the Developer USA page is open there is a new button or link option. click on the new button or link option.

Create custom list button in salesforce lightning
Click on a new button or link

Step-5: After clicking on the new button or link, the new button or link page is open. Under this new button or link page, lots of information is present. Fill in all the information carefully.

Firstly fill in the label. Here we are entering the label as Developer information on Google and the fill name the same as a label and then select the display type as List Button for creating the custom list button after that select the behavior as Display in a new window and then select the content source as URL.

Salesforce create custom list button
Fill the information

Step-6: Now select the field type as Developer USA then insert the field and create the URL that will send us to google and search for the related information.

After writing the formula click on the check syntax option. If there is no error in the formula then no syntax error in merge fields or functions message pops up else a syntax error message pops up after that you check your formula again and remove the error and then click on the save option.

Salesforce lightning create custom list button
Click on the save option

Step-7: After clicking on the save option the Developer information on Google custom Button or link detail is created we can edit, and delete, and where this used option is present in this Developer information on Google page after that select the List View Button Layout option that is present under the details in the left sidebar.

How to create a custom list button in salesforce
Click on the List view button layout

Step-8:  After clicking on the List view button layout option the List view button layout page is open. Inside this page, there is a List view layout. Click on the drop-down arrow of the list view layout.

After clicking on the drop-down arrow the drop-down list appears there is only one option which is edit. Click on the edit option.

Step-9: After clicking on the edit option, the Developers USA List view page is open.

Now scroll to the bottom of the page there is a custom buttons section. Select the Developer information on Google from the available buttons and add it to the selected buttons. Click on the save option.

Create a custom list button in salesforce
Click on the save option

Step-10: Go to the App Launcher type the sales option, the sales page is open then select the Developer USA option that is present in the nav bar.

After selecting the Developer USA object the Developer USA page is open and you can see that the Developer information on Google button is present beside the change owner button.

Create a custom list button in salesforce lightning
Developer information Google button is created

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

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How to create a custom list button in Salesforce Classic

Here we are creating a custom list button in salesforce classic. If you want to learn how to create a custom list button in salesforce classic follow these steps:

Step-1: Login into the salesforce classic account, click on the setup option that is present at the top of the page and then search account object in the Quick Find Box.

After that scroll down to the bottom of the page there is a build app under the build there is an account object under the accounts there is buttons, links, and actions option click on it.

How to create custom list button in salesforce classic
How to create a custom list button in salesforce classic

Step-2: After Scroll to the bottom of the page there are Buttons, links, and actions sections. Click on the new button and link option.

Create custom list button in salesforce classic
Click on a new button or link

Step-3: After clicking on the new button or link option, the new button or link page is open. Under this new button or link page, lots of information is present.

Firstly fill in the label. Here we are entering the label as account information and the fill name the same as a label and then select the display type as  List Button Link for creating the custom link after that select the behavior as Display in a new window and then select the content source as URL.

Custom list button in salesforce classic
Click on the list button

Step-4: Now select the field type as Account then insert the field and create the URL that will send us to google and search for the related information.

After writing the formula click on the check syntax option, if there is no error in the formula then no syntax error in merge fields or functions message pops up else the error comes up after that you check your formula again and remove the error and then click on the save option.

How to create custom list buttons in salesforce classic
Check the error and click on the save option

Step-5: After clicking on the save option the Account information custom button or link detail is created. We can edit, and delete, and where this used option is present.

Custom list buttons in salesforce classic
The account information custom list button is created

Step-6: After creating a custom list button, now select the account search layouts option to place the custom list button on the account page.

After selecting the account search layout option, the account search layout page is open. Click on the edit option of the account list view.

Create a custom list button in Salesforce classic
Click on the edit option

Step-7: After clicking on the edit option, the account list view page is open. Now scroll to the bottom of the page there is a custom buttons section. Select the account information from the available buttons and add it to the selected buttons. Click on the save option.

How to create custom list button in the salesforce classic
Select the custom button

In this way, we understand about how to create a custom list button in Salesforce Classic.

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Conclusion

In this tutorial, we have learned about the custom list button in salesforce. We have also discussed the categories of the custom list button in salesforce. In addition, we have covered how to create a custom list button in salesforce lightning as well as salesforce classic.

  • What is the custom list button in Salesforce?
  • What custom list button can do in Salesforce
  • Categories of custom list button in Salesforce
  • How to create a custom list button in Salesforce
  • How to create a custom list button in Salesforce Lightning
  • How to create a custom list button in Salesforce Classic