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DealerTeam

How to Add the Re-assign Sales Up Button

Goal

Add the re-assign Sales Up/Prospect button and quickly re-assign orphaned customers

After reading this article you will be able to

  • Navigate to the sales up object in setup
  • Add the custom sales up button to the sales up record list

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience

 

Step One: Navigate to the Sales Up Object in Setup

  1. From Setup click the Object Manager.
  2. Enter Sales Up in the quick find area.
  3. Click Sales Up.

1 How to add re-assign salesup button- obj mngr sup.png

 

  1. Click Search Layouts.
  2. Click the dropdown of List View.
  3. Click Edit.

2 How to add re-assign salesup button- list view.png

 

Step Two: Add the Custom Button to the Sales Up

  1. Click Re-assign Sales Ups in the Available buttons.
  2. Move the button to the Selected Buttons area by clicking the Add button.
  3. Click Save.

3 How to add re-assign salesup button-add the btn.png

 

Re-assign Sales Ups Button

The custom button will be in the dropdown of the Sales Up Records list.

4 How to add re-assign salesup button- the btn.png