Salesforce: Creating Buttons for Custom or Non-Default Objects
While Conga Collaborate automatically creates buttons for the Opportunity, Account, Case, Contact, and Lead objects, you can create custom buttons for any object in Salesforce in order to easily launch documents off of that object.
Create custom buttons for any object in Salesforce in order to easily launch documents off of that object.
Note: This article assumes that you have already created a custom lookup relationship between the Collaborate Document object and your launching object. If you haven’t done this, reference this article.
Conga Collaborate automatically creates buttons for the Opportunity, Account, Case, Contact, and Lead objects, but if you want users to have buttons available at the top of their layout to create documents on any other object, you will need to create custom buttons on those objects.
For adding buttons to the Opportunity, Account, Case, Contact, or Lead objects, reference this article.
The two buttons you can add to objects are the New Document button and the Add Existing Document button:
- A New Document button creates a Conga Collaborate document and links the newly created document to the launching object.
- An Add Existing Document button attaches a Conga Collaborate Document to a record other than the one from which it was originally created.
To create these buttons in Salesforce Classic:
For a custom object
- Enter Salesforce setup by going to Setup → Create → Objects →Your Launching Object.
- Navigate to the Buttons, Links, and Actions section.
- Click New Button or Link and proceed to Step 1.
For a standard object
- Enter Salesforce setup by going to Setup → Customize → Your Launching Object → Buttons, Links, and Actions.
- Click New Button or Link and proceed to Step 1.
