How to Add a Custom Button to Page Layout in Salesforce

Quick summary

Adding a custom button to a Salesforce page layout lets admins surface key actions — like external links or Apex logic — directly on object records such as Opportunity or Account. This guide walks through every step from Object Manager to dragging the button into the live 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 (text displayed on the button), choose a Display Type (link or button), configure the 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. Once configured, click Save to store the custom button.
8. Navigate to Page Layout in the left pane.
9. Click on the existing layout or create a new one using the top-right option.
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.