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Custom Button Is Not Visible to Users

Data pubblicazione: Jun 3, 2026
Descrizione

When a Salesforce administrator creates a custom button linked to a Visual Flow and adds it to a page layout, users may not see the button when they open a record. This can happen even when the button is correctly configured in Setup and the page layout has been saved with the button included.
The issue is typically caused by missing user-level permissions required to execute Salesforce Flows. In Salesforce, a Flow is an automation tool that performs actions such as creating records, updating fields, and sending emails. Users must have specific permissions enabled to run Flows triggered by custom buttons.

Risoluzione

Step 1: Confirm Button and Flow Configuration

  • Confirm the custom button is associated with a Visual Flow by navigating to Setup > Buttons, Links, and Actions and reviewing the button's source.
  • Confirm the Visual Flow referenced in the button has been Activated. Flows in Inactive status cannot be executed. Navigate to Setup > Flows, locate the Flow, and check its status.

Step 2: Check and Grant Flow Permissions

Custom buttons do not have their own security settings, but the underlying Flow requires that users have Flow execution permissions. Check the following:

  • Under Setup > Users > [User Name] > Permissions, check whether the Flow User permission is enabled. This permission allows users to run Flows in Salesforce.
  • As an alternative, grant the user the Run Flows permission under their Profile or Permission Set (Setup > Profiles or Permission Sets > System Permissions > Run Flows).

Once the correct permission is granted and the Flow is Active, the custom button will be visible and functional on the record page.

Numero articolo Knowledge

000383280

 
Caricamento
Salesforce Help | Article