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Custom button and link content sources

Key Takeaway

The Content Source decides what a custom button or link does when a user clicks it and where the button works. In the Salesforce mobile app, custom buttons in the Button section of a page layout work with a URL or Visualforce source, not OnClick JavaScript.

A custom button or link's Content Source decides what happens when a user clicks it. Your choice also affects what you put in the button, which controller a Visualforce page needs, and whether the button works in Lightning Experience and the Salesforce mobile app.

Display Type and Content Source

Two settings work together when you create a custom button or link.

What it setsOptions
Display TypeWhere the button or link appearsDetail Page Link, Detail Page Button, or List Button
Content SourceWhat the button or link delivers when a user clicks itA URL to open, an s-control to use, OnClick JavaScript to run, or a Visualforce page to show
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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Quick action types and use cases

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Custom button and link display types

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Quick actions versus custom buttons

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