Adding Buttons to the Page Layout

If you would like to add or remove buttons to your Page Layouts you can follow the instructions below:

Go to the Setup icon and click on Setup:

Once there go into Object Manager:

Once in Object Manager, search for and click on the Object you'd like to add to:

We'll use the Contact Object for the example in this article.

Once you're in the Contact, select Page Layout on the left:

Then select the Page Layout you'd like to add the button to (we'll use Individual Contact for this example):

Next, select the Button option from the layout options:

Here, you'll see a list of buttons you can drag and drop down to the desired location on the Page Layout below. You'll see the following areas you can drag and drop to:

• Highlight Panel
• Quick Actions in the Salesforce Classic Publisher
• Salesforce Mobile and Lightning Experience Actions
• Contact Detail
• Mobile Cards (Salesforce Mobile only)
• Related Lists which include:
  • Notes
  • Open Activities
  • Activity History
  • Drip Campaigns
  • Action Plans
  • Inquiries
  • Linked Listings
  • Offers
  • Closings
  • Owned Properties
  • Listings (as Owner/Landlord)
  • Referrals
  • Files
  • Contact History
  • Closings (Seller and Renter)
  • Recurring Emails
  • Email Campaign Snapshots
  • Website Views
  • Website Showings, Inquiries, Shares, Forms, and Notes

Once you drag and drop the button(s) to the desired location you can select Save and you're all set!