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| Installing ContactWorld Connect includes the code pages button for creating a Dial List from Contacts , Cases, Accounts, and Leads views. You only need to perform the final task of adding the button to the view. For information about adding the button to the view, see Adding a Create Dial List button to a List View page for a standard object. |
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Before you create a button, you must have a Visualforce Page that contains the code that the button will run. For information about creating the code page, see Creating the VisualForce page for a Create Dial List button. |
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- Go to the Administration Setup Page in Salesforce.
- On the left-hand side of the Salesforce window, in the App Setup section, expand Customize.
In the expanded list of items, expand the type of object from which this button will create Dial Lists and then click Buttons, Links, and Actions. Button, Links, and Actions for the expanded object appears.
Click New Button or Link.
Section Column width 60% New Button or Link Edit appears.
Column width 40% Type the following information:
Section Column width 60% Field Description Example Label A label that identifies the button in the view. Create Dial List Name The unique name that identifies the button in a merge field. The name must contain only alphanumeric characters. For further restrictions on field contents, click Help for this Page. Create_Dial_List Description An optional description of the page. A button that creates a Dial List from selected entries in a view. Display Type To create a Dial List button, select List Button. For information about display types, click Help for this Page. List Button Content Source To create a Dial List button using the Visualforce Page created, select Visualforce Page. For information about content sources, click Help for this Page. Visualforce Page Content To create a Dial List button using the a Visualforce Page, select the newly created relevant page. For information about content sources, click Help for this Page. Dial List From Custom Object [DialListFromCustomObjectfrom Contact [NVMConnect__ListFromContactPage] Column width 40% Click Save. You are notified that users cannot see the button until the button is added to a search view.
Click OK. Your new button is displayed.
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