Custom buttons in Salesforce are personalized buttons that Salesforce admins can add to record pages to enhance user productivity and streamline workflows. These buttons can be configured to perform various actions, such as navigating to an external platform or making API calls to integrate with other systems.
URL Button: A URL button can be created to navigate users to an external platform, enabling seamless access to external applications directly from Salesforce. This can be useful for linking to specific pages or resources on your platform.
API Call Button: Custom buttons can be configured to run API calls. These buttons can either post data from Salesforce to your platform or retrieve data from your platform to Salesforce. This ensures real-time data synchronization and integration, improving data consistency and operational efficiency.
Types of Actions:
Navigation: Redirect users to an external URL or a Visualforce page.
Data Operations: Perform CRUD (Create, Read, Update, Delete) operations by invoking Apex code.
Custom buttons provide flexibility and functionality, allowing Salesforce admins to tailor the user experience to meet specific business needs and integrate seamlessly with other tools and platforms.
