Creating a Create Dial List button for a custom object
A Create Dial List button provides a quick way of creating a Dial List from selected customers in a list view. The second step in enabling users to create a Dial List from a list view is to create the button.
Contacts and Leads list views
Before you create a button, you must have a Visualforce Page that contains the code that the button will run. For information about creating the code page, see Creating the VisualForce page for a Create Dial List button.
- Creating the VisualForce page for a Create Dial List button
- Creating a Create Dial List button for a standard object
- Creating a Create Dial List button for a custom object
- Adding a Create Dial List button to a List View page for a standard object
- Adding a Create Dial List button to a List View page for a custom object
To create a custom Create Dial List button for a custom object, perform the following steps:
- Go to the Administration Setup Page in Salesforce.
- On the left-hand side of the Salesforce window, in the App Setup section, expand Create.
In the expanded list of items, click Objects. Custom Objects appears.
In the list of custom objects click the type of object from which this button will create Dial Lists. The object appears in read mode.
Scroll down to the Buttons, Links, and Actions section.
Click New Button or Link. New Button or Link Edit appears.Type the following information:
Field Description Example Label A label that identifies the button in the list view. Create Dial List Name The unique name that identifies the button in a merge field. The name must contain only alphanumeric characters. For further restrictions on field contents, click Help for this Page. Create_Dial_List Description An optional description of the page. A button that creates a Dial List from selected entries in a list view. Display Type To create a Dial List button, select List Button. For information about display types, click Help for this Page. List Button Content Source To create a Dial List button using the Visualforce Page created, select Visualforce Page. For information about content sources, click Help for this Page. Visualforce Page Content To create a Dial List button using the Visualforce Page, select the newly created page. For information about content sources, click Help for this Page. Dial List From Custom Object [DialListFromCustomObject] Click Save. You are notified that users cannot see the button until the button is added to a search view.
Click OK. Your new button is displayed.
You must now add the button to a list view. For information about adding the button to a list view, see Adding a Create Dial List button to a List View page for a custom object.
For general assistance, please contact Customer Support.
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