Overview

This article provides step-by-step instructions on how to add a 'Reference Request Converted' button in both Salesforce Lightning and Classic versions. It includes detailed steps and images to guide users through the process of creating and adding the button to the Opportunity layout.

 

Information

• Adding a Button in Lightning
• Creating a Button for Classic

 

Adding a Button in Lightning

1. Go to the Setup (Gear icon) > Object Manager > Opportunity > Button, Links and Actions.
2. Click on the New Action button.
   
3. Please fill out the form and click Save:
   
   Action Type: Lightning Component
   LightningComponent: AdvocateHub:RequestReferenceModal
   Height: 400px
   Label: please type in a text to display on the button, please make this unique from other buttons so that it's easy to find.
   
4. Add this new component button on the Opportunity Layout by heading over to the Page Layouts option on the right-hand side of the Object Manager menu > Choose the layout that the users will use.
5. Then head over to the Mobile & Lightning Actions > Choose the Reference request button that you've just created, please check for the label and action type should be quick action if you hover over the button.
   
6. Click save to save the layout. Check the Opportunity record and click on the link to see if the tool is working.

 

Creating a Button for Classic

1. Stay in the Lightning version Setup page > Object Manager > Opportunity > Button, Links and Actions
2. Click on the New Button or Link.
3. Please fill in the form just like the following and click Save:
   
   Label: Please type the text to display at the button. Please make it unique so it is easy to differentiate.
   DisplayType: Detail Page Button
   Behaviour: Display in new window
   ContentSource: Visualforce page
   Content: RequestReferenceComponentConverted [AdvocateHub__RequestReferenceComponentConverted]
   
4. Add this new component button on the Opportunity Layout by heading over to the Page Layouts option on the right-hand side of the Object Manager menu > Choose the layout that the users will use.
5. Then head over to the Buttons > Choose the Reference request button that you've just created, please check for the label and action type should be Custom Button if you hover over the button. Drag and drop it to Custom Buttons.
   
6. Click Save to save the layout and check the Classic Version to see if the button now works appropriately.

 

FAQ

How do I add a new action button in Salesforce Lightning?

To add a new action button in Salesforce Lightning, navigate to Setup > Object Manager > Opportunity > Button, Links and Actions, and then click on the 'New Action' button. Fill out the form and save your changes.

What are the steps to create a button for Salesforce Classic?

In Salesforce Classic, you can create a button by staying in the Lightning version Setup page, then going to Object Manager > Opportunity > Button, Links and Actions, and clicking on 'New Button or Link'. Complete the form with the appropriate details and save.

How do I ensure my new button is unique and easily identifiable?

When creating a new button, whether in Lightning or Classic, ensure that you give it a unique label that is different from other buttons. This will make it easier to find and distinguish from other actions.