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Laura Jones (Aramark) ha fatto una domanda in #Sales Cloud

I would like to add an additional button on the Opportunity Tab, to quickly create a specific type of opportunity, and make it only accessible by users with a specific custom setting.  Is this possible, and if so, how?  Note that I do not want to overwrite the "new" button on the opportunity tab, as the rest of my organization needs that button as is, I specifically want to add an additional button next to the new button for specific users.  Thanks in advance for your advice.    

5 risposte
  1. 12 giu 2025, 15:41

    The proper name for this page is the Opportunity list view page, and after adding a button it would appear like so:The proper name for this page is the Opportunity list view page, and after adding a button it would appear like so:Is this where you wanted the button?Is this where you wanted the button?

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