Loading

Adding Custom Detail Buttons to the Page with a Screen Reader

Publiceringsdatum: Mar 28, 2024
Beskrivning
The enhanced page layout editor interface presents accessibility challenges for screen readers attempting to modify object pages. Screen reader users should disable the enhanced page layout editor and switch to Salesforce Classic in order to add custom detail buttons to the page USING THE ORIGINAL PAGE LAYOUT EDITOR. No specific screen reader or system setup is required for this process.
Lösning

Disabling the Enhanced Page Layout Editor

  1. From Setup in Lightning Experience, search for User Interface.
  2. On the User Interface screen, deselect the checkbox for Enable Enhanced Page Layout Editor.
  3. Activate the Save button
 

Navigating Salesforce Classic

  1. Activate the View Profile button.
  2. Click the Switch to Salesforce Classic link under the Options heading.
  3. Click the Setup link near the top of the page.
  4. Locate the object to be modified through the Quick Find function or by expanding the Customize link in the Build section.
  5. Open the desired page layout for the object and activate the Edit button.
Note: The words Edit Page Layout should appear in the page title when the page is in editing mode.
 

Navigating the Interface

The Page Layout interface begins far down the page at a heading level one. This heading is entitled “Edit Page Layout.” The object name is displayed directly below it if you are in editing mode. Otherwise, the object’s name will be displayed here instead.
Each major area of the page layout canvas is marked by tables. Sections within those areas are nested tables.
For example, the Buttons section is at table level 1, and is the first table in the page layout editor interface. This table allows existing custom buttons to be added to the page.
 

Adding Custom Detail Buttons

  1. Locate the Buttons Section table, then navigate down to the Detail Page Buttons element. Press enter. Note that this will not activate the element or launch a new page.
  2. Your focus will likely be lost and forced to the top of the page, but the element should now be selected.
  3. Return to the page layout editor area of the page and click the Edit Properties button located below the Page Layout Name field.
  4. A dialog launches containing options for adding standard and custom buttons. If a custom detail button exists for the object you are editing, a pair of dropdowns with add and remove controls will appear below the standard button list.
  5. Click OK to return to the page layout editor once your desired changes have been made.
 

Related Help Resources

Screen Reader Techniques for Adding Related Lists to Page Layouts
Using Page Layout Editor with a Screen Reader
Knowledge-artikelnummer

000393648

 
Laddar
Salesforce Help | Article