Tag Archives: custom button

Create Salesforce Records with Predefined Fields Using Custom Buttons

In Salesforce, required fields serve a critical role in maintaining data quality and enforcing business rules. But what happens when users don’t want to see or interact with those required fields on the page layout? Fortunately, Salesforce provides a clever workaround using custom URL buttons or links. With this approach, you can bypass the manual… Read More »

How to create a custom button on Formstack for the Salesforce form

In this blog post will cover the process of creating a custom button on Formstack for Salesforce forms, through the incorporation of custom JavaScript code. Users can generate a unique button on the form, streamlining the submission of data into Salesforce. Note : Formstack package should be installed in your org. Step to create custom… Read More »

Create Button for List View

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… Read More »