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Adding, replacing, and hiding buttons on page layouts

Key Takeaway

To replace a standard button, define the custom button first, then edit the page layout to hide the standard button and display the custom one in its place. Hiding a button changes what the page shows, not what users are allowed to do.

Page layouts control which buttons users see on a record detail page and its related lists. An app builder can edit a page layout to add custom buttons, hide standard buttons, and replace a standard button with a custom one.

What editing a page layout controls

Editing a page layout lets you control which standard and custom buttons are displayed and the order the custom buttons appear in. However, you can't relabel or relocate standard buttons on a record detail page.

You can edit buttons on a page layout in Salesforce Classic and Lightning Experience, in all editions. You need the "Customize Application" permission.

Platform App Builder Study Guide

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Demonstrate the capabilities and use cases for custom buttons, links, and actions.

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