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How to add a custom button to a page layout in Salesforce

Here is how to add a custom button to a page layout in salesforce

  1. First click on "Object Manager" tab in the top navigation menu
  2. Locate and click on the specific object where you want to add the button
  3. Click on "Buttons, Links, and Actions" in the left sidebar menu
  4. Click "New Button or Link" button in the top right
  5. Fill in the required information for your new button
  6. You can check for syntax errors while inputing your link and formula as well
  7. Click on "Save" to verify the new button/link settings
  8. Click on "Page Layouts" in the left sidebar menu
  9. Click on the existing layout
  10. Click on "Buttons" in the left panel of the page layout editor
  11. Click and hold the newly created button in the buttons section
  12. Then drag and drop it to the desired section of the page layout
  13. Finally click the "Save" button in the layout editor toolbar

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Why should you add a custom button to a page layout in Salesforce

Salesforce empowers businesses with robust customer relationship management to transform client interactions seamlessly.

Adding a custom button to a page layout in Salesforce allows for streamlined workflows tailored to specific business needs.

This flexibility enhances user efficiency by putting frequently used actions directly within reach.

Custom buttons foster a personalized experience, catering to unique business processes, and ultimately boost productivity by reducing the time spent navigating through multiple pages to complete a task.

Last update
February 24, 2026
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