How do I create a Create Dial List button?
Buttons provide shortcuts to commonly performed tasks. For example, you can create a button that enables you to create a Dial List from the selected entries in a view.
To add a Create Dial List button, perform the following tasks:
- Define the code that the button runs in a Visualforce page. For information about creating a Visualforce page with the button code, see Creating the VisualForce page for a Create Dial List button.
- Create a button that uses the code in the Visualforce page to generate a Dial List.
- For information about creating a button that runs the code for a standard object, see Creating a Create Dial List button for a standard object.
- For information about creating a button that runs the code for a custom object, see Creating a Create Dial List button for a custom object.
- Add the button to the view from which you want to create Dial Lists.
- For information about adding the button to a view for a standard object, see Adding a Create Dial List button to a List View page for a standard object.
- For information about adding the button to a view for a custom object, see Adding a Create Dial List button to a List View page for a custom object.
Pre-defined Buttons
The installation of Connect includes buttons for creating a Dial List from List Views of Contacts, Leads and even Dial Entries themselves. You must, however, add the buttons to the respective Contact and Lead List Views—the button is already added to the Dial Entry List View.
Progress
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