In this Salesforce tutorial, we will understand how to unhide the New button when the New button is missing on Opportunity object in Salesforce.
Usually, when we open the Opportunity tab in Salesforce, the New button is visible on the List View page.
However, recently, when we try to create a new record under the Opportunity object, we came across an issue where we were unable to find the New button.
New button missing on Opportunity in Salesforce- Reason
One of the common reasons why the New button missing on Opportunity in Salesforce is because of wrong List View settings.
A New button on the Opportunity List View page is utilized to create a new record under the Opportunity object. Now, a List View allows displaying the list of records based on certain selected filters.
Moreover, from the List View page itself, we can create new Opportunity records. But, if the New button is not appearing, it means, we need to check if the List View page for the Opportunity object is configured properly or not.
New button missing on Opportunity in Salesforce- Solutions
Now that we understand the key reason why the New button is missing on Opportunity, let us look at the solution. Moreover, here we will discuss solutions using both Salesforce Lightning and Salesforce Classic.
How to Configure Opportunity Page Layout in Salesforce Lightning
Step-1: First login to your Salesforce Lightning account. After this, open the Home Setup page by clicking on the Setup option from the top pane.
Step-2: From the Home page, click on the Object Manager option. After this, under the Object Manager list, click on the Opportunity object.
Step-3: After clicking on the Opportunity 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 option will open the List View Button Layout page for the Opportunity object.
Step-4: On the next page, we need to click on the drop-down (⬇️) icon given corresponding to the List View option and click on the Edit option.
Step-5: Once we click on the Edit option, an Opportunity List View page in Salesforce Lightning will open. On this page, tick marks the New [New] option given under the Standard Buttons section to enable the New button.
Step-6: Once we select the New [New] option, click on the Save button to save the changes.
So, at the end of this section, we understood how to add or enable the New button to Opportunity Page Layout in Salesforce Lightning.
How to Configure Opportunity Page Layout in Salesforce Classic
1: First, log in to our Salesforce Classic account and open the Home page. From the Home page, 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 Opportunity object.
3: After this, select the Search Layouts option given under the Customize > Opportunity section.
4: After clicking on the Search Layouts option, it will open the Opportunity Search Layouts page. On this page, click on the Edit link given next to the Opportunity List View option.
5: After clicking on the Opportunity List View option, it will open the Opportunity List View page. On this page, enable the New [New] option given under the Standard Buttons section.
6: At last, click on the Save button to save the changes and enable the New button for Opportunity List View in Salesforce Classic.
So, at the end of this section, we understood how to add or enable the New button to Opportunity Page Layout in Salesforce Classic.
Also, check the related tutorials on Salesforce.
- Chatter Post button does not visible in Salesforce Lightning
- Chatter not available in Salesforce Lightning App Builder
- How to Add Values to Opportunity Stage Picklist in Salesforce
So, in this Salesforce tutorial, we have discussed how to enable or add the New button when New button missing on Opportunity in Salesforce. Moreover, here we will discuss the steps for both Salesforce Classic and Salesforce Lightning editions.
Here are set of solutions that we have covered in this tutorial.
- How to Configure Opportunity Page Layout in Salesforce Lightning
- How to Configure Opportunity Page Layout in Salesforce Classic
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