Quick summary
Creating custom action buttons in Salesforce lets admins add clickable controls directly to object page layouts, enabling users to trigger URLs, links, or Apex logic without leaving the record. This guide walks through the full process — from Object Manager setup to dragging the button into a live page layout.
Steps
- Navigate to Setup and go to Object Manager.
- Locate the specific object where you want to add the button (e.g., Account, Opportunity).
- Open Buttons, Links, and Actions from the left pane.
- Click the New Button or Link button in the top right to start creating a custom button.
- Define the button's properties: set the Label, choose a Display Type (link or button), configure the Behaviour (e.g., open in new window), and specify the Content Source such as a URL or Apex code.
- Check for syntax errors in your link or formula using the built-in validator.
- Click Save to store the configured button.
- Navigate to Page Layout in the left pane.
- Open an existing layout or create a new one using the top-right option.
- Select Buttons in the layout editor to find your newly created custom button.
- Click and hold the button, then drag it to the desired section of the page layout.
- Click Save to apply the changes to the page layout.
