1. Configuring Applications Using Application Composer
  2. Create and Add Custom Links to Application Pages

Create and Add Custom Links to Application Pages

This worked example illustrates how to create and add custom links to application pages.

This example covers:

  1. Creating a custom link that launches the Google homepage.

  2. Adding the custom link to the Leads page.

  3. Verifying that the link appears on the UI.

Creating a Custom Link

In this step, you're creating a custom link called Test.

Note: You must have a sandbox active before you begin your tasks.

  1. Navigate to Application Composer.

  2. Expand Standard Objects, and then expand Sales Lead.

  3. Click Actions and Links.

  4. In the Sales Lead: Actions and Links page, select Actions > Create

  5. Enter or select the following:

    Field or Region

    Value

    Display Label field

    Enter Test.

    After you enter Test, the Name field automatically displays Test.

    Type field

    Select Link.

    After you select Link, the Source field automatically shows the URL option selected, and displays it as disabled.

    URL Definition region

    Enter "http://www.google.com" (along with double quotation marks).

  6. In the script region, enter"http://www.google.com".

  7. Click the Validate icon. A success message appears.

  8. Click Save.

    Next, you must add this new link called Test to the Leads page.

Adding the Link to the Leads Page

In this step, you add the Test link to the Leads page:

  1. Expand Standard Objects, and then expand Sales Lead.

  2. Click Pages under Sales Lead.

  3. Select the Application Pages tab.

  4. In the Details Page Layouts region, duplicate the standard layout to create a new layout to edit, or edit another existing layout.

  5. In the Edit Application Details Page, select the vertical tab to which you want to add the custom link. In this example, select the Summary tab.

  6. Click Edit icon in the Summary region. The Edit Lead page opens.

  7. In the Available Fields column, locate the Test - Link field and move it to the Selected Fields column.

  8. Click Save and Close.

Testing the Link

In this step, you verify the addition of the custom link.

To test whether the Test link appears on the UI:

  1. Open the Leads page.

  2. Edit a lead and note the Test link on the Edit Lead: <Name> Summary page.

  3. Click the Test link. The Google homepage appears.