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Open a VisualForce page with a Button

By June 24, 2020No Comments

Sometimes you need to open more information or a custom report from a page layout.  Placing a button on the page is a great way to open a Visualforce page with information about the open record.

See Salesforce Standard Controllers and Creating a VisualForce Page for more information on creating custom pages.

Create a button that links to a page:

  1. Have the page open you want to add the button to. Click the Setup (gear icon) and choose Edit Object.  The Object Manager will open ready to make edits.
  2. Click on Button, Links, and Actions and then click on New Button or Link
  3. Give the button a label and name (e.g., Account Summary)
  4. Select the Display Type as Detail Page Button
  5. Select the Behavior as Display in new window
  6. Select the Content Source to be Visualforce Page and select the page from the list.

  1. Click the Save

 

Add the new button to the page:

  1. Click on Page Layouts and then the Mobile & Lightning Actions section of the layout

  1. Find the new button and drag to the Salesforce Mobile and Lightning Experience Actions area of the layout

  1. Click Save
  2. Go to an Account record and verify the button is visible. You may have to refresh your screen.
  3. Click the button to verify it is working.
Becci MG

Author Becci MG

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