<< Click to Display Table of Contents >> Navigation:  Table of Contents > SMS-Magic Basic Setup > SMS Button Configurations > Salesforce Lightning > Setup Single SMS Button on Record Page Layout

 

Here, we explain how to configure a button by means of an example, in which we configure buttons for a Contact object.

 

 

 

To set up a button for an object in Salesforce, it is necessary to access Setup and choose the object for which you want configure a button.

 

 

In the left-side menu, click Buttons, Links, and Actions, and then click New Button or Link.

 

 

Create a New Button

Enter the details for the button:

 

•Label — “Send Msg” (Label of the button)

•Name — “Send_Msg” (Auto-populated)

•Description — Description for your reference

•Display Type — Detail Page Button

•Behaviour — Display in new window (According to your organizational requirements)

•Content Source — Visualforce Page

•Content — Single SMS Contact (When creating a Message Configuration)

 

Click Save to commit the changes.

 

 

Edit the layout of the object page

Now that the Send Msg button is created we can add it to the record layout for Contacts.  Choose Page Layout and edit the Contact Layout (object name).

 

 

Add the button to the layout

Next, move to the Mobile & Lightning Actions section and look for the button created previously. In our case, it is Send Msg.

 

 

Simply drag and drop the Send Msg button beneath the Salesforce Mobile and Lightning Experience Actions section, and then click Save.

 

 

Access the Button

Continuing with our example, the Send Msg button has now been added to the layout of the Contact object. It is now available as a menu item on any Contact object, as shown in the figure here.