Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

How do I add a custom button to a Dial List view?

In Salesforce, you can add standard or custom buttons to views, providing shortcuts to commonly performed tasks. 

In Connect, you can create Dial Lists in various ways including uploading a Dial List from a CSV file and creating a Dial List from a Salesforce report. For information about uploading a Dial List and creating a Dial List from a report, see Uploading a Dial List and Creating a Dial List from a reportTo make one or both of these features available, you must add one or both custom buttons to the Dial Lists List View. 

Progress

To add a custom button, perform the following steps. This example shows how to add the Upload List button.

  1. Go to the Administration Setup Page in Salesforce.
  2. On the left-hand side of the Salesforce window, in the App Setup section, expand Create.
  3. In the expanded list of items, click ObjectsCustom Objects appears.
  4. Locate Dial List in the list of custom objects.

    Click Dial List.

    Open dial list

  5. In the Search Layouts section, locate the Dial Lists List View layout.

    Click EditDial Lists List View appears.

    Edit dial list view

  6. In the Custom Buttons section, select Upload List in Available Buttons.

    Click Add. Upload List appears in Selected Buttons.

    Add upload list button

  7. Click Save. The Upload List button now appears in the Dial List views.

For information about using the Upload List button, see Uploading a Dial List.

  • No labels