Define Custom Buttons and Links
- From the management settings for the object that you want to edit, go to Buttons, Links, and Actions.Note Custom buttons aren’tavailable on the User object or custom home pages. Custom buttons and links areavailable for activities under the individual object management settings for tasks andevents. To override a standard button that applies to both tasks and events, go to theobject management settings for activities.
- Click New Button or Link. Alternatively, click Default Custom Links to add a predefined custom link.
- Enter the button or link attributes. Here’s an example of the attributes for a button that performs a web search for an account’s name.
- To validate all Salesforce merge fields and functions, clickCheck Syntax.
- Click Save when you’re finished, or click Quick Save to save and continue editing. Saving validates the URL you defined if you set the content source to URL.
- To open a button or link using settings other than the user’s default browser settings, click Window Open Properties on the button or link’s detail page.
- To view all references to the new button or link, click Where is this used? on its detail page.Custom links for users are automatically added to the Custom Links section of the user detail page. You can add page buttons only to the Button section of a page layout.