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            Assign Action Overrides

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            Assign Action Overrides

            To assign a Visualforce page or Lightning component as an override, first create the page or component (or use one created by a Salesforce developer in your org). It’s important to understand the action override options for each user experience and how your selections for each one can affect the others.

            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: Customize Application

            When assigning overrides, keep in mind the following requirements.

            • Salesforce Classic—To use a Visualforce page to override an action, the Visualforce page must use the standard controller for the object on which the action appears. To use a Visualforce page to override a tab, the Visualforce page must use the standard list controller for that tab’s associated object.
            • Lightning Experience and the Salesforce mobile app—To make a Visualforce page available for use as an override, select Available for Lightning Experience, Experience Builder sites, and the mobile app in the Visualforce Pages setup panel.
            1. From Setup, select Object Manager, and select the object that you want to modify.
            2. In the Object Manager settings list, select Buttons, Links, and Actions.
            3. In the row for the action you want to modify, select Edit from the dropdown menu.
            4. Specify the override option for each user experience.
            Example
            Example This Override Properties panel specifies a Visualforce page for Salesforce Classic and a Lightning component for Lightning Experience. The mobile override specifies the Salesforce Classic override, so mobile users see the Visualforce page.

            Override Properties panel

            See Also

             
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