Override Standard Buttons and Tab Home Pages
You can override the behavior of standard buttons—like New, View, or Edit—in Salesforce Classic, Lightning Experience, and mobile independently. You can also override the tab home page that displays when a user clicks a standard, custom, or external object tab.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
Available in: Enterprise, Performance, Unlimited, and Developer Editions Visualforce overrides also available in: Contact Manager, Group, and Professional Editions Record types available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To override standard buttons and tab home pages: | Customize Application |
| To reset button and tab home page overrides: | Customize Application |
Button overrides are global. For example, if you override the New button on opportunities, your replacement action takes effect wherever that action is available, including:
- Opportunities home page
- Any opportunities related lists on other objects, such as accounts
- Create New dropdown list in the Salesforce Classic sidebar
- Any browser bookmarks for this Salesforce page
- From the object management settings for the object you want to set an override for, go to Buttons, Links, and Actions.
- Click Edit next to the button or tab home page you want to override.
-
For each experience—Salesforce Classic, Lightning Experience, or
mobile—click the type of override you want associated with the
action.
You have a few options for overrides.
- No override (use default)—Use a custom override provided by an installed package. If there isn't one installed, the standard Salesforce behavior is used.
- Standard page—This option is available only for subscribers who are overriding the actions on an installed custom object. If selected, the standard Salesforce behavior is used.
- Custom s-control—Use the behavior from an s-control. This option isn’t supported for mobile.
- Lightning component—Use the behavior from a Lightning component. Supported only for the Edit, New, New Event, Tab, and View actions. This option isn’t supported for Salesforce Classic.
- Lightning page—Use the behavior from the Lightning record page assigned as the org default for the object. This option is available only for the View action in Lightning Experience.
- Visualforce page—Use the behavior from a Visualforce page.
- Use the Salesforce Classic override—Inherits the behavior from the Salesforce Classic Override setting.
-
Select the name of the s-control, Lightning component, Lightning page, or
Visualforce page you want to run when users click the button or tab.
When overriding the New button with a Visualforce page, you can choose to skip the record type selection page. If you do, new records you create aren’t forwarded to the record type selection page. Salesforce assumes that your Visualforce page is already handling record types.
Important When a Salesforce mobile app user clicks New to create a product, the user must select a record type even if the Skip record type selection page option is selected in Setup. - Save your changes
- Standard Action Overrides
For standard actions, such as Delete, Edit, List, New, Tab, and View, you can provide a custom user interface for the action, called an action override. Use action overrides when your business model requires a more customized user experience than the Salesforce standard page provides. - Considerations for Overriding Standard Buttons
Before you override a standard button, review these considerations. - Remove Overrides for Standard Buttons and Tab Home Pages
Remove applied overrides for standard buttons and links in Salesforce Classic, Lightning Experience, and the Salesforce mobile app.
