Creating a Create Dial List button for a standard object
A Create Dial List button provides a quick way of creating a Dial List from selected customers in a list view. The second step in enabling users to create a Dial List from a list view is to create the button.
Contacts and Leads list views
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.
- Creating the VisualForce page for a Create Dial List button
- Creating a Create Dial List button for a standard object
- Creating a Create Dial List button for a custom object
- Adding a Create Dial List button to a List View page for a standard object
- Adding a Create Dial List button to a List View page for a custom object
To create a Create Dial List button for a standard object, perform the following steps:
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.
New Button or Link Edit appears.Type the following information:
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.
You must now add the button to a list view. For information about adding the button to a list view, see Adding a Create Dial List button to a List View page for a standard object.