Access SMS Button 1.58

After creating the SMS button, the Admin adds the button to the record layout such as Contacts, Leads, Opportunities, and so on. To add the button to the layout page in Salesforce Lightning the Admin uses the Object Manager. In Salesforce Classic the Admin uses the Quick Find/ Search field to search for the object page and add the button.

The Admin adds the single SMS button to the record layout for an object such as Contacts, Leads, Opportunities, and so on. The adding of the button is done through Page Layout option of the object.

Salesforce Lightning

1. From the Salesforce navigation on the top right click and then click Setup.



2. Select Object Manager by:
   • Using the Search Setup field, or
   • Using the Quick Find search field, or
   • Selecting Objects and Fields > Object Manager.
   • Click Object Manager tab.

   

3. Click a record page. Record page can be Contacts, Opportunities, Leads, and so on.



4. Click Page Layout.



5. Click Edit for the record layout.



6. Select Mobile & Lightning Actions.



7. Select the SMS button from the Mobile & Lightning Actions section.



8. Drag and drop the SMS button in the Salesforce Mobile and Lightning Experience Actions section.



9. From the Salesforce navigation on the top right click .



10. Select Object Manager by:
    • Using the Search Setup field, or
    • Using the Quick Find search field, or
    • Selecting Objects and Fields > Object Manager.
    • Click Object Manager tab.

    

11. Click a record page. Record page can be Contacts, Opportunities, Leads, and so on.



12. Click Search Layout.



13. Click Edit for the record List View.



14. Select SMS button in the Available Buttons list under the Custom Buttons section.



15. Click the Add button to move the SMS button from the Available Buttons list to the Selected Buttons list.
16. Click Save.

Salesforce Classic

1. From the Salesforce navigation on the top right click Setup.



2. Select an object by using the Quick Find/ Search field. The object can be Contacts, Opportunities, Leads, and so on.



3. Click Page Layout.



4. Click Edit for the record layout.



5. Select Buttons.



6. Select the SMS button from the Buttons section.



7. Drag and drop the SMS button in the Salesforce Mobile and Lightning Experience Actions section.



8. Click Save.
9. From the Salesforce navigation on the top right click Setup.



10. Select an object by using the Quick Find/ Search field. The object can be Contacts, Opportunities, Leads, and so on.



11. Click Search Layouts.



12. Click Edit for the record List View.



13. Select SMS button in the Available Buttons list under the Custom Buttons section.



14. Click the Add button to move the SMS button from the Available Buttons list to the Selected Buttons list.
15. Click Save.