Custom button and link display types
Key Takeaway
Choose a custom button or link's Display Type mainly by where users need to click it and whether it must act on several selected records.
Custom buttons and links let users jump from a Salesforce record or list to another page, app, or system, often passing record data in the URL. When you create one, its Display Type controls where it can appear: as a link in the record details, as a button on the record, or as a button on a list.
How to create a custom button or link
- Open the object's "Buttons, Links, and Actions" settings. You need the "Customize Application" permission to create a custom button or link. For activities, you create custom buttons and links under the separate object management settings for tasks and for events.
- Create the custom button or link and give it one of three Display Types: Detail Page Link, Detail Page Button, or List Button.
- Add it to the object's page layout. Creating a custom button or link does not make it visible, so you must add it before users can see and use it.