Custom Buttons and Links
Custom buttons and links help you integrate Salesforce data with external URLs, applications, your company’s intranet, or other internal office systems.
Required Editions
| Available in: Salesforce Classic |
| Available in: All Editions except Database.com |
| User Permissions Needed | |
|---|---|
| To create or change custom buttons or links: | Customize Application |
Salesforce supports these custom links and custom buttons.
| Type of Custom Link or Custom Button | Setup Page Where It’s Configured |
|---|---|
| Bookmark-style links defined in the standard custom links home page component | Home Page Components |
| Full-featured custom links included in custom home page components | Custom Links |
| Full-featured custom links or custom buttons on objects | Buttons, Links, and Actions (in the object’s management settings) |
Custom links can link to an external URL, such as www.google.com, a Visualforce page, or your company’s intranet. Custom links can also link to a custom s-control in the custom s-control library, such as a Java applet or Active-X control.
Custom buttons can:
- Connect users to external applications, such as a web page that displays a map to a contact’s address.
- Run an s-control from the s-control library, such as an s-control that escalates a case from the case detail page.
- Launch custom links.
You can choose the display window properties that determine how the target of a link or button is displayed to your users. Custom links and s-controls can include Salesforce fields as tokens within the URL or custom s-control. For example, you can include an account name in a URL that searches Yahoo: http://search.yahoo.com/bin/search?p={!Account_Name}.
You can override the default action of some standard buttons and customize the behavior of tab home pages to suit your org’s needs.
- Define Custom Buttons and Links
Define the action that occurs when a user clicks a custom button or link. Custom buttons and links can streamline actions within Salesforce or integrate Salesforce data with external URLs, applications, or systems. - 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. - Custom Button and Link Samples
Use samples of custom Salesforce buttons and links to determine whether they can work for you. - Custom Button and Link Considerations
Keep these considerations in mind when working with custom buttons and links. - Custom Button and Link Limitations
Keep these limitations in mind when working with custom buttons and links. - Viewing References to Salesforce Components
View a list of all the areas in Salesforce that reference a component. For example, view the custom links, custom buttons, or page layouts that reference another component, such as a Visualforce page or static resource.
