Buttons Template
Available on version 1.10.0+
Package Tiers: Freemium, Basic, Advanced.
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This article will demonstrate how to set up a button in Salesforce using the Evm Advanced Component.
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Introducing the Template Button, a new Template for Advanced Component that was added on Version 1.10.0. This template is designed as a button using the Salesforce Themes. However, you can also customize it using your website colors in the context of Digital Experience/Community.
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Below you can see the how the button looks like, you can also change the size of the button(Destructive Button) or add this inside of another component(Below Activity).
This is how the button looks like in the Dashboard, and its option.
In Evm Dashboard, when you are building the button, a double-click on the button reveals two options:
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1 - Redirect To:
This option allows you to redirect to any Salesforce or non-Salesforce Page. For example:
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Scenario # 1:
Value: www.evolutemessage.com
Description: In this scenario, the button would open a new tab.
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Scenario # 2:
Value: /lightning/r/Account/00152000017T9yYAAS/view
Description: In this scenario, the button would open in the same window and redirect to the account detail page for that ID in the URL.
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2 - Open a Message:
This option allows you to open an Evm Advanced Message component within Salesforce. Once you select this option, the system will display a list of messages created in the Evm Dashboard.
After selecting the message, you will need to go to the Record Page and add the message to the page. Which means we would have two Evm Advanced Component into the Page, one for the button and another one for the Message.
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Design
On the Left Menu you will have a Design Tab where you can change the size of the button and its template. Check more about the video below where we go through the design.
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Permissions:
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The button template follows the same rules as any other Evm Advanced Template, such as Modal and Toasts. The end-user needs the Show Message Permission set to be able to see the button.
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Filters and Events
Because the Template button is part of the Evm Advanced Component, we can use the the same Filters and Events options that use for messages. We could even use Prefill using the Data Source into the Button. Currently, the Data Source Prefill is not fully available with a nice dropdown, but you could add the {{objectKey.fieldAPiKey}} hard-coded and select the data source, and it will work.
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Here are some scenarios that you can implement the buttons
- Add button to open Flow into a Popup, like quickly lead creation, subscribe now button in digital experience.
- Add button to redirect users to a detail page with some specific id in the URL
- Show or hide buttons depending on the information in the page or in its related page
- Show information in the button depending on the related objects or the page
- Dynamically change the attributes of a link button depending on the data retrieved or the current page
- Open a message on pressing a button
- Open external links
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These are the scenarios that I think we can acomplish if you have any scenario that is not covered here, please send us an email at rogeriohsjr@evolutemessage.com
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In the video below we are covering:
These are the scenarios:
- Button open a Flow Modal
- Button redirect to another Record Page
- Button Redirect to a Link(outside salesforce)
- Button open a simple Modal Message
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