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 list 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 list 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 and Leads. You must, however, add the buttons to the respective Contact and Lead List Views.
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