How to Create a Salesforce Custom Button
Did you know that the DocuSign for Salesforce integration includes an option to create custom sending scenarios? This comes in handy when you need to utilize a template on a document, specify recipients, or modify the sending process.
In order to do so, your Salesforce Administrator will have to create a custom button that calls specific DocuSign variables for the situation in question.
For an in-depth reference regarding the button options, check out our section on Custom Buttons in the DocuSign for Salesforce Administrator Guide, as well as our guide on DocuSign for Salesforce Custom Button Logic.
Creating Custom Buttons:
First of all, make sure you have the proper permissions to create a custom button in Salesforce.
Next navigate to Setup > Customize > [Select Object in question, e.g., Opportunities ] > Buttons, Links, and Actions.
Next, select the New Button or Link button at the top of the page.
- Add the button label and name.
- Click the Detail Page Button radio button.
Then add the custom button code as outlined by the button guide. For example, including a template from a custom button would entail adding the DST parameter:
Next, select Save.
Next Step is to add the Button to the Layout
To add a Custom button to a layout
1.Navigate to a Salesforce Object (i.e. Opportunity)
2.Click Edit Layout
3. Select 'Buttons'
4.Drag and Drop the custom button
5.Click Save or Quick Save.