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Button Attribute | Description | ||
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Button Type | Here user can select the type of button to configure. Button Types available:
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Label | Label Attribute is the text name displayed on the button. | ||
Name | Name attribute specifies the API name of the button. | ||
Left Icon | Allows user to choose select the icon on left to the side of button label.
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Right Icon | Allows user to choose select the icon on right to the side of button label.
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Variant | Allows users to set and show buttons in different color formats.
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Action | Here user can create multiple actions on Button.
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Visible | Allows users to control button visibility based on selected criteria from the dropdown:
Note: the conditional filter is not available for Non-Record Page
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Disable | Allows users to control the button's disabled state based on selected criteria from the dropdown:
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Submenu Attribute | Description | ||
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Label | Label Attribute is the text name displayed on the button. | ||
Name | Name attribute specifies the API name of the button. | ||
Sub Menu Position |
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Buttons | Here users can add multiple buttons which they want to be in a button group.
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Icons:
Here user can select the icon for button.
Search Bar A search bar is also available to search the icon find icons by their namenames.
Also you can set the sizes of icon as X-small, Small.
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Icon Attribute
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Description
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Category
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User can select icon Utility icons category.
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Search Icon
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User can search icon to use directly by searching it’s name from search box.
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Size
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User can select icon size of either x-small or small.
Variant Types:
Here user can choose the different variant for the buttons.
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Action Name | Description |
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Custom Component | This action allows users to add a custom component related to an object for which config is being created, directly within the button. |
Delete | This action enables users to delete record using its record Id directly within the button. |
Edit | This action enables users to edit record using its record Id directly within the button. |
Global Action | This action allows users to add a global action directly within the button. |
List View | This action allows users to add an object’s list view directly within the button. |
New | This action allows users to quickly create a new record for an object directly from the button. |
Object Page | This action allows users to quickly create a new record for an object directly from the button. |
Quick Action | This action allows users to add a quick action directly within the button. |
Redirect | This action enables users to redirect to a specific webpage by providing a URL link. |
Screen Flow | This action allows users to trigger a screen flow directly from the button. |
Tab | This action allows users to open a different object tab directly from the button. |
View | This action enables users to view record using its record Id directly within the button. |
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The Filter Criteria feature allows you to sort and refine the data in the config object records based on specific conditions. You can apply different types of filtering criteria to control when the button should be visible or disable
In addition to conditional-based filters, you can also select values from various sources to filter the data.
Static Filter
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Description
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All Conditions Met (AND)
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This filter displays records that meet all of the specified conditions. For example, if you set two conditions, only records that satisfy both conditions will be shown.
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Any Condition Met (OR)
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This filter displays records that meet at least one of the specified conditions. For instance, if you set two conditions, records that meet either condition will be shown.
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Custom Logic:
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criteria:
In this section, provide a value to compare or check against the selected field. You can provide a value by clicking on the gear icon.
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Custom Logic for Multiple Filters:
Custom Condition Logic in Salesforce allows you to define complex filtering criteria by combining multiple filter conditions using logical operators like AND, OR, and NOT.
AND means all conditions must be true.
OR means at least one condition must be true.
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Value Source:
In this section, users can choose from various input sources, including:
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