Salesforce is a CRM (customer relationship management) software that allows companies to manage their sales, service, and marketing processes. Salesforce provides many features and functionalities, but it also has some limitations. For example, you cannot create custom buttons or actions in the native user interface of Salesforce. To overcome this limitation, developers developed different tools and modules to customize the native user interface of Salesforce interfaces, such as VisualForce pages, Lightning components, and Lightning apps. This article will introduce useful modules to help you enhance your sales process by allowing users to create custom buttons or actions within Salesforce.
Configure the module.
To configure the module, you must:
- Set up the module.
- Set up a field group.
- Create custom buttons, fields, or tabs (if applicable).
To set up a new layout canvas:
- Navigate to Setup > Customize > Customize Your System > Layouts & Tabs > New Layout Canvas.
Set up a field group.
- Create a field group.
A field group is a collection of custom fields that can be used in many ways. For example, you can create a new account with your company’s logo and contact information by adding those items as fields in the account record’s details page layout. You can also use them to track project-related information, such as budget totals or task status updates, by adding them to your project records’ detail pages.
- Create custom fields:
You can create custom fields if there aren’t any existing ones that meet your needs exactly–for example, if you want to track whether or not an employee has access rights for certain records (such as accounts) but don’t see any built-in options available through Salesforce settings related specifically towards this purpose alone.* Create custom buttons: These allow users who have permission to access specific functionalities within applications like reporting tools without having access rights over entire objects
Create custom buttons, fields, or tabs.
You can create custom buttons that appear on the top level of the page or at the bottom of your screen. You can also use them in a specific layout canvas and template if you want a button that only appears in certain places.
Create a layout canvas.
In Salesforce, you design your application’s user interface (UI) in the layout canvas. On this page, you can:
- Create new canvases or import existing layouts. Suppose you created custom layouts in Salesforce and want to reuse them when building your app. In that case, we recommend importing those into an empty canvas first to be easily accessible when you start building out new pages or blocks within your app!
- Create new layouts from scratch by dragging and dropping them onto the canvas.
Create a layout template.
- Create a layout template.
- Use the template to create a new layout.
- Use the layout to add fields and buttons.
- Use the layout to create a custom page.
Create custom buttons and actions.
In addition to the default buttons and actions, you can create your own custom buttons and actions. This can be done in two ways:
- Create a new button that has an associated action.
- Associate an existing button with a different action than its default one. For example, suppose you want to change what happens when someone clicks on the “New Account” button in Account Settings (which is currently used as an “Add New Account” action). In that case, you must change its behavior from Add New Account (which opens up a new account) to something like Email All Users with Contacts for this Contact (s).
In this article, we’ve covered the basics of Salesforce modules. You now know how to set up a module, add fields to it, and create custom buttons, fields, or tabs within it. You should also have an idea of what layout canvases and templates are used for as well!
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