Create SMS Button for Salesforce Lightning

  1. From the Salesforce navigation on the top right click and then click Setup.
  2. Select Object Manager by:
    • Using the Quick Find / Search field, or
    • Selecting Objects and Fields > Object Manager.

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

  4. Click Buttons, Links, and Actions.

  5. Click New Button or Link.

  6. On New Button or Link page enter the details for the button.

  7. FIELDDESCRIPTION
    LabelThis field is the label of the button. For example, Send Msg or Send Bulk Msg.
    NameThis field auto-populates based on what is in the Label field.
    DescriptionThis field is a description of what the button is for.
    Display TypeThere are 3 options to choose from:

    Detail Page Link

    Detail Page Button

    List Button

    1. Select Detail Page Button for single SMS.

    2. Select List Button for bulk SMS.
    BehaviorFor this field select according to the requirements of the organization. There are 5 options to choose from:

    Display in new window

    Display in existing window with sidebar

    Display in existing window without sidebar

    Display in existing window without sidebar or header

    Execute JavaScript
    Content SourceThere are 3 options to choose from:

    URL

    OnClick Javascript

    Visualforce Page

    Select Visualforce Page.
    Content1. Select Single SMS Contact for single SMS.
    2. Select Bulk SMS Contact for bulk SMS.
  8. Click Save.

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