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Salesforce CRM Admin Cookbook by Paul Goodey

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Adding a Send An Email button on the home page

Within the Salesforce CRM application you can natively add custom links to the home page, which can be configured to call web URLs. These URLs can be either external to Salesforce or internal, such as a link to the Salesforce CRM Training pages (covered in an earlier recipe within this chapter).

Salesforce does not, however, natively provide a way of adding custom buttons onto the home page in order to call web URLs.

Often it is preferable to provide a button to invoke certain behavior (rather than a URL link). One such example is a Send An Email button.

How to do it...

Carry out the following steps to add a Send An Email button to the home page:

  1. Navigate to the home page components setup page by going ...

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