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How to create a "Quick Action" button for a salesforce contact or opportunity

If you have a lot of actions available on a Contact or Opportunity page in Salesforce, then adding a "Quick Action" button for Pendo Feedback will make it appear at the top of the page, meaning you don't have to scroll around trying to find it.

If you haven't yet set up the Salesforce integration, check out our help doc here.

You can add the button to two different places:

1. The Drop-down Menu:

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2. The 'Contact Detail' Section:

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Adding the Button to the Drop-down Menu

In Salesforce, go to Setup.

Using the left-hand search bar, search for "buttons".

Then look for Contacts > Buttons, Links, and Actions in the results that appear and click it.

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NOTE: If you're setting this up for Opportunities, then you need to click the Opportunities > Buttons, Links, and Actions link instead, and then follow the instructions below, only swapping out "Contact" for "Opportunity".

Then click the "New Action" button towards the top of the page.

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You need to fill in the following fields on the form:

Action Type — Custom Visualforce

Label — New Request

Display Type — Detail Page Button

Behavior — Display in existing window with sidebar

The rest of the fields can be left alone.

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If your "Action Information" looks the same as the screenshot above, then you can go ahead and click "Save".

Click on Setup once again, and then click the "Contact Layout" link.

In the list of components, click "Quick Actions". Then drag the "New Request" component into the "Quick Actions" panel.

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Then click the "Save" button.

You can now find your Quick Action button by going onto a contact's profile page, clicking "More" and then selecting "New Request" from the drop-down menu.

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Adding the Button to the Contact Detail Section

In Salesforce, go to Setup.

Using the left-hand search bar, search for "buttons".

Then look for Contacts > Buttons, Links, and Actions in the results that appear and click it.

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NOTE: If you're setting this up for Opportunities, then you need to click the Opportunities > Buttons, Links, and Actions link instead, and then follow the instructions below, only swapping out "Contact" for "Opportunity".

Then click the "New Button or Link" button towards the top of the page.

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Fill in the following fields on the form:

Label — New Request

Display Type — Detail Page Button

Content Source — Visualforce Page

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Once you've created the button, head to Setup and then select the Contact Layout.

In the list of components, click "Buttons". Then drag the button called "New Request" down to the Contact Detail > Custom Buttons section.

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Then click "Save".

Now, when you go to a contact's profile page, your "New Request" button will be displayed in the "Contact Detail" section.

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For more information about the Salesforce integration, head here.