How to Add a Button in Salesforce Lightning

Quick summary

This tutorial shows how to create a custom button in Salesforce Lightning using the Object Manager and add it to a page layout. Admins can configure button properties such as label, display type, behavior, and content source, then drag the button directly onto any object's layout.

Steps

1. Navigate to Setup and go to Object Manager.
2. Locate the specific object where you want to add the button (e.g., Account, Opportunity).
3. Look for Buttons, Links, and Actions in the left pane.
4. Click the New Button or Link button on the top right to create a new custom button.
5. Define the button's properties: set the Label, choose a Display Type (link or button), configure Behaviour (e.g., open in a new window), and specify the Content Source such as a URL or Apex code.
6. Check for syntax errors while inputting your link and formula.
7. Click Save to save the configured button.
8. Navigate to Page Layout in the left pane.
9. Click on an existing layout or create a new one from the top right.
10. Select Buttons to see your newly created custom button.
11. Click and hold the button, then drag it to the desired section of the page layout.
12. Click Save to apply the changes to the page layout.