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Joel Howard Custom button on highlights panel
New to Salesforce development. I've spent about one day so far reviewing SF training materials.
I would like to add a button to the Opportunities highlights panel in Lightning. When clicked, this button would call custom code (Apex class?) and then respond back with a message (Error or success). Any tips or pointers? I'm thinking I need to create a custom Lightning component and have it interact with the Apex class (calls external API and processes data). Is this possible? Any tips or examples come to mind?
I would like to add a button to the Opportunities highlights panel in Lightning. When clicked, this button would call custom code (Apex class?) and then respond back with a message (Error or success). Any tips or pointers? I'm thinking I need to create a custom Lightning component and have it interact with the Apex class (calls external API and processes data). Is this possible? Any tips or examples come to mind?
You would use Quick Actions instead of buttons in Lightning.
Review below link which has details.
https://trailblazers.salesforce.com/answers?id=90630000000Zf7vAAC
Thanks,
Vinay Kumar
All Answers
You would use Quick Actions instead of buttons in Lightning.
Review below link which has details.
https://trailblazers.salesforce.com/answers?id=90630000000Zf7vAAC
Thanks,
Vinay Kumar
- Identify current user
- Submit POST to external API
- Display response from external API
- Launch new browser window
Would you still recommend Quick Actions? Or a new Visualforce page with a button -- and include this page on the Opportunity layout?You can invoke Visualforce pages using quick actions so that you can handle complex DML operations using a controller.
https://help.salesforce.com/articleView?id=actions_overview.htm&type=5
Thanks,
Vinay Kumar
Cheers..!!