Take an example a company uses Salesforce CRM in their
organization. A user has come to you with request that he wants a button on
Lead record detail page to change Lead Status field to “Closed – Not Converted”.
How can this be done using button?
The system administrator needs to create button.
Navigation: Setup > Customize > Leads > Buttons,
Links and Actions
New Button or Link
Enter the details
Label: Change
Lead Status to Closed – Not Converted.
Name: Auto
populated
Description: Change
Lead Status to Closed – Not Converted
Display Type:
Detail Page Button
Behavior: Execute JavaScript
Content Source: OnClick JavaScript
Code
{!REQUIRESCRIPT("/soap/ajax/27.0/connection.js")}
var objLead = new
sforce.SObject('Lead');
objLead.Id = '{!Lead.Id }';
objLead.Status = 'Closed - Not Converted';
var result =
sforce.connection.update([objLead]);
if(result[0].success=='true'){
alert('The Lead was Updated
Successfully');
location.reload(true);}
Click Syntax for errors and save.
When you click save following page is displayed notifying us
to add the button to the page layout.
Add Change Lead Status to Closed – Not Converted button to
the page layout.
Lead detail page. Lead Status: Working – Contacted. Now I want
to change the status to Closed – Not Converted. Click the button.
The Lead was updated successfully.
Lead Status changed to Closed – Not Converted.
