Skip to main content
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
  • Add the Re-Assign Sales Ups button to the Sales Up page

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

Step One: Navigating through Setup

  1.  Click Setup
  2.  Click the drop-down arrow next to Create
  3.  Click Object

step 1.1-1.3.png

 

 

 4. Click the Sales Up object

 5. Click on the Search Layouts related list. 

Step 1.5.png

 6. Click "Edit" next to Sales Up List View

step 1.6.png+

Step Two: Adding the Button

  1. Select the Re-assign Sales Ups button from Available Buttons
  2. Click Add 

step 2.1-2.2.png

 3. Now located in the Selected Buttons box click "Save".

step 2.3.png

 4. Open the Sales Up tab and find the Re-Assign Sales Ups button next to New Sales Up/Prospect button.

button displayed under sales ups