how to put salesforce buttons in page layout
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Clear that CLUTTER!!! Salesforce Buttons in Page Layout
(650)[email protected] US
(650)[email protected] US8/25/14
[email protected] | www.wiserspread.com | 650.454.9544The power of custom buttons Salesforce Buttons are incredibly powerful Out of the box Salesforce only allows us to place custom buttons at the top of the Page Layout, without any sort of organization. This can create a mess like this image below. 8/25/14
[email protected] | www.wiserspread.com | 650.454.9544The power of custom buttonsHere we will go through some basics of the power of custom buttons and also show how to display them on layouts just like any other field. For this example, we will add a button to the layout that will view a report for that record.
[email protected] | www.wiserspread.com | 650.454.9544Create a basic account reportFirst, we will create a basic account report
[email protected] | www.wiserspread.com | 650.454.9544Create a basic account report We add a filter for Account ID=(leave it blank), and click OK
[email protected] | www.wiserspread.com | 650.454.9544Save the reportSave the report in a public folder
[email protected] | www.wiserspread.com | 650.454.9544Copy report URL IDAfter saving, go back to the report. Copy the Report Id in the URL. We will need this
[email protected] | www.wiserspread.com | 650.454.9544Upload a View Report imageWe need to upload this image as a static resource (Right click on the image to the left and click Save Image As)
a. Setup> Develop> Static Resources> Newb. The static resource should look like this:
[email protected] | www.wiserspread.com | 650.454.9544Click View Filec. Click View file. Copy the highlighted text in the URL. We will need this later on.
d. In my example: /resource/1408368127000/ViewReportButton
[email protected] | www.wiserspread.com | 650.454.9544Create a formula fieldNow, we can create a formula field on Account that will use this static resource as a hyperlink image. We will then add it to the layout. Setup>Customize>Accounts>Buttons, Links, and Actionsa. The Field should be Type: Formula and the Formula Return Type: Textb. The Formula itself should contain the followingHYPERLINK(REPORT ID?pv0=+ Id, IMAGE(Image Location, View Report), _self)
[email protected] | www.wiserspread.com | 650.454.9544Use the copied Id / Image**In place of REPORT ID, use the copied Report ID from** **In place of Image Location, use the copied Image Location from**
For My Example: HYPERLINK( 00O20000006r9Kn?pv0=+ Id, IMAGE(/resource/1408368127000/ViewReportButton, View Report), _self)
[email protected] | www.wiserspread.com | 650.454.9544Use the copied Id / Image
[email protected] | www.wiserspread.com | 650.454.9544There it is!
[email protected] | www.wiserspread.com | 650.454.9544There it is!WALLA! Thats a wrap. You have successfully added a button to the layout. Now you can can get to work on your next button!
[email protected] | www.wiserspread.com | 650.454.9544