Create a prefilled button in Salesforce (Classic)

1. Create a prefilled button on your Custom object or on a Standard object

The path to the button is different for Custom and Standard objects. 

 

1a Custom object:

Setup > Build > Create > Objects > Your object > Buttons, Links, and Actions

build-create.png

 

1b Standard object:

Setup > Build > Customize > Your object > Buttons, Links, and Actions

salesforce-buttons.png

 

2. After the above steps proceed with:

> New Button or Link (or click edit if you already have a prefilled button) > Give it an appropriate Name and Label (for example: Send SignRequest) > Select Detail Page Button > Select Execute Javascript 

execute-javascript.png

 

Fill in the snippet and paste it in the text box.

insert-snippet.png

 

3. Repeat step 1 and 2 from the main manual for your prefilled button.

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