Add a Custom Button In List View

Add a Custom Button In List View

Last Updated on February 27, 2022 by Rakesh Gupta

You often come across the requirement to add a button in the list view for some objects ( In this example, I am talking about the Account list view).

Guided Practice (We-do):

To add a button in the list view, perform the steps below: 

  1. Navigate to Setup | Object Manager  | Accounts | Buttons, Links, and Actions and then click on New Button or Link.
  2. Enter Flow Label the API Name will auto-populate.
  3. For the Display Type Select List Button, Select Behavior as per your choice.
  4. In Content Source Select Visualforce Page that you want to open, when users click on this button.
  5. Click Save.
  6. The next add this button to list view
    1. Navigate to Setup | Object Manager  | Account | Search Layouts for Salesforce Classic and then edit List View.
    2. Under Custom Buttons Section moves Export to Excel from Available Buttons to Selected Buttons.
  7. Now open to Account Tab and start using the new custom button.

Formative Assessment:

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6 thoughts on “Add a Custom Button In List View

  1. This is what I am exactly looking for to solve the problem. There are slightly differences between your steps and my steps. I installed the Export2Excel app first., so I skipped step 1 to step 6 from your instruction.

  2. I am extremely impressed with your writing skills as well as with the layout on your blog. Is this a paid theme or did you modify it yourself? Either way keep up the excellent quality writing, it’s rare to see a nice blog like this one nowadays.

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