Before creating a custom button or link, determine what action you want to occur when a user clicks it.
Custom buttons and links are available for activities in the object management settings for tasks and events. However, you can override a button that applies to both tasks and events from the object management settings for activities.
|Label||Text that displays on user pages for the custom button or link.|
|Name||The unique name for the button or link used when referenced from a merge field.This name can contain only underscores and alphanumeric characters, and must be unique in your organization. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.|
|Namespace Prefix||In a packaging context, a namespace prefix is a one to 15-character alphanumeric identifier that distinguishes your package and its contents from packages of other developers on AppExchange. Namespace prefixes are case-insensitive. For example, ABC and abc are not recognized as unique. Your namespace prefix must be globally unique across all Salesforce organizations. It keeps your managed package under your control exclusively.|
|Protected Component||Protected components can’t be linked to or referenced by components created in a subscriber org. A developer can delete a protected component in a future release without worrying about failing installations. However, once a component is marked as unprotected and is released globally, the developer can’t delete it.|
|Description||Text that distinguishes the button or link and is displayed when an administrator is setting up buttons and links.|
|Display Type||Determines where the button or link is available on page layouts.
|Behavior||Choose the outcome of clicking the button or link.
When applicable, some settings have default values. For example, if you choose Display in new window, the default height of a new window is 600 pixels.
|Content Source||To use a Visualforce page, select “Visualforce Page,” and choose the page from the drop-down list. Visualforce pages cannot be used as custom links on the home page.|
Click Quick Save to save and continue editing.
To view the specified URL, click Preview.
To quit without saving your content, click Cancel.
If you add a custom link for users, it is automatically added to the Custom Links section of the user detail page. Detail page buttons can be added to the Button section of a page layout only.