Add Action Buttons to Salesforce List View

NOTE

Salesforce Admin permissions required.

NOTE

These buttons are part of the Sales Insight package. If you don’t see the buttons available to be installed into your list view, you may need to upgrade your package.

Action Buttons to install include:

  • Send Sales Email
  • Add to Sales Campaign

In Salesforce Lightning

  1. Navigate to Salesforce.com.
  2. Click Setup.
  3. Select the Object Manager.
  4. In the Quick Find box, search for the object you want to edit (either Lead or Contact), and select object name.
  5. Select List View Button Layouts.
  6. Select Edit next to the layout you want to add the buttons to.
  7. To change what’s visible on the page, move the buttons between Available Buttons to Selected Buttons using the Add button. The Actions buttons include “Add to Sales Campaign” and “Send Sales Email.”
  8. Click Save.
  9. If you did this for Leads or Contacts only, repeat these steps to complete this for the other object.

In Salesforce Classic

  1. Navigate to Salesforce.com.
  2. Click Setup.
  3. In the Quick Find box, search for the object you want to edit (either Lead or Contact), and select it.
  4. Click to Edit the List View (Lead or Contact).
  5. To change what’s visible on the page, move the buttons between Available Buttons to Selected Buttons using the Add button. The Actions buttons include “Add to Sales Campaign” and “Send Sales Email.”
  6. Click Save.
  7. If you did this for Leads or Contacts only, repeat these steps to complete this for the other object.
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