Create Button for List View

By | September 24, 2014

Salesforce provides some built in buttons while showing the list of records. Similarly we can add additional buttons for our custom functionality. We had a requirement wherein we needed to validate the records in the list with external web services. For this we created a custom button in the list view so that when the records are filtered using the view, we can validate all the records at once by clicking on that button.

Read More: Why is Salesforce integration with Sage ERP best for an organization?

You can create the custom button in the following manner –

  1. Click on Create >> Objects. Now click on the object for which the custom button needs to be created.
  2. In Buttons, Links and Action section, click on New Button or Link
  3. Enter Label, Name and Description for the custom button,
  4. Select “List button” in display type. Select the behavior as per your requirement; we are selecting “Execute JavaScript” as we are doing a javascript validation.
  5. Select content source (Here we are selecting On Click JavaScript).
  6. Now add the functionality which needs to be performed on click of this button.
  7. Check syntax and then click on save.

Now, you can see your newly created custom button in the Buttons, Links and Actions section, now we need to add this button to the list view.

Steps to Add Custom Button to the List View

  1. Click on Create >> Objects. Now click on the object.
  2. In Search layout section, edit the list view layout.
  3. Here you will see your new button listed in the list box, add this button to the list view and click on save.

Now, if you open your list view for that object, you can see your new button added to the screen as shown below –

Create Button
Custom Button Added

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