--- title: "Salesforce scheduling buttons for Contacts, Leads and Cases" description: "Salesforce scheduling buttons provide a quick method to schedule on behalf of a Customer. Bookings made via these buttons are automatically added to the Sale..." url: "https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/salesforce-scheduling-buttons-for-contacts-leads-and-cases" --- [Salesforce scheduling buttons](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/introduction-to-salesforce-scheduling-buttons "Salesforce scheduling buttons") provide a quick method to schedule on behalf of a Customer. Bookings made via these buttons are automatically added to the Salesforce record that the booking is scheduled from. Salesforce scheduling buttons can be configured to [prepopulate the booking form, or skip it altogether](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/prepopulate-or-skip-booking-form-step-in-salesforce-integration "Prepopulating or skipping the Booking form step in Salesforce integration"). This is enabled by the [optional mapping step in the Salesforce setup wizard](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/mapping-oncehub-fields-to-non-mandatory-salesforce-fields "Mapping ScheduleOnce fields to non-mandatory Salesforce fields"), where you can define the mapping between Salesforce record fields and OnceHub Booking form fields. ![](https://help.staticso2.com/_astro/1567077538270.COSFkvkW_Z1gd1Fo.png)Figure 1: Salesforce scheduling buttons In this article, you’ll learn how to create a Salesforce schedule button and add it to the **Lead**, **Contact** or **Case** Page Layouts in Salesforce. ## Requirements [Section titled “Requirements”](#requirements) To add a button to the **Lead**, **Contact**, or **Case** Page Layouts in Salesforce, you will need the following: * A Salesforce Administrator for your organization. * [A completed Salesforce connector setup in OnceHub](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/connecting-salesforce-api-user "How to connect a Salesforce API User"). * [A OnceHub User connected to Salesforce](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/connecting-to-salesforce "Connecting to Salesforce"). ## Creating a button in Salesforce [Section titled “Creating a button in Salesforce”](#creating-a-button-in-salesforce) 1. Sign in to Salesforce as your [API User](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/connecting-salesforce-api-user "How to connect a Salesforce API User"). 2. Go to the **Setup** page. 3. In the **Platform Tools** section, go to **Objects and Fields → Object Manager** (Figure 2). ![](https://help.staticso2.com/_astro/1567090296122.dWykdIXE_1sUtRY.png)Figure 2: Object Manager in the Objects and Fields menu 4. In the **Object Manager** list, select the **Lead**, **Contact**, or **Case** object depending on which one you want to create a button for (Figure 3). ![](https://help.staticso2.com/_astro/1567090640217.BHjrTlT5_Z1PpNYk.png)Figure 3: Lead in the Object Manager list 5. Select **Buttons, Links, and Actions → New Button or Link** (Figure 4). ![](https://help.staticso2.com/_astro/1567090758653.Duvx7NXF_ZUMGmi.png)Figure 4: New Button or Link 6. In the **New Button or Link** pane, enter the following information (Figure 5): * **Label:** This is the text that will be displayed on the button. * **Name:** Enter a unique name for the button. * **Description:** Enter a description for the button. * **Display Type:** Select **Detail Page Button**. * **Behavior:** Select **Display in new window**. * **Content Source:** Select **URL**. ![](https://help.staticso2.com/_astro/1567169919772.Ccu0YvjB_2oMXPI.png)Figure 5: New Button or Link pane 7. Copy the following link and paste it in the large text box (Figure 6). ```plaintext https://go.oncehub.com/EXAMPLEBOOKINGPAGE?soSkip=1&sosfLeadId={!Lead.Id}&sosfContactId={!Contact.Id}&sosfCaseId={!Case.Id} ``` ![](https://help.staticso2.com/_astro/1567169813401.YWOnzidx_1DxBbR.png)Figure 6: Paste link in the large text box 8. Replace the placeholder URL (Figure 7) with the [Public link](https://help.staticso2.com/scheduleonce/sharing-publishing/general-one-time-links/using-general-links "Using General links") of the Booking page or Master page that you want to use for the new button. You can find the Public link in the [Booking page Overview section](https://help.staticso2.com/scheduleonce/event-types-booking-pages/booking-pages/booking-pages-overview "Booking page: Overview section") or [Master page Overview section](https://help.staticso2.com/scheduleonce/master-pages-resource-pools/master-pages/master-pages-overview "Master page: Overview section"). ![](https://help.staticso2.com/_astro/1567171143744.B_7_fJzI_Z1sCSSt.png)Figure 7: Placeholder URL text For example, if you want to create a button for a Booking page with the Public link **, your finished link would be: *[https://go.oncehub.com/danafisher?soSkip=1\&sosfLeadId=\`{!Lead.Id}\`\\\&sosfContactId=\`{!Contact.Id}\`\\\&sosfCaseId=\`{!Case.Id}\`](https://go.oncehub.com/danafisher?soSkip=1\&sosfLeadId=%60%7B!Lead.Id%7D%60%5C\&sosfContactId=%60%7B!Contact.Id%7D%60%5C\&sosfCaseId=%60%7B!Case.Id%7D%60)* 9. Click **Save.** ## Adding a button to Salesforce Page Layouts [Section titled “Adding a button to Salesforce Page Layouts”](#adding-a-button-to-salesforce-page-layouts) The next step is to add the new button you created to the relevant [Salesforce Page Layout](https://help.salesforce.com/articleView?id=customize_layout.htm\&type=5). Note Page Layouts control which buttons are visible. If you want to display your custom buttons only to specific Salesforce Users, you can assign your Page Layouts to specific Users. [Learn more about assigning Page Layouts to Profiles](https://help.salesforce.com/HTViewHelpDoc?id=customize_layoutassign.htm\&language=en_US) 1. In the **Lead**, **Contact**, or **Case** page, click **Page Layouts** and then select the Layout you want to add a button to (Figure 8). ![](https://help.staticso2.com/_astro/1567173683738.DiOkc1if_2qSWK7.png)Figure 8: Page Layouts 2. In the Lead Layout editor, select **Mobile & Lightning Actions** (Figure 9). ![](https://help.staticso2.com/_astro/1567174590469.B5ULCF31_ZK9Oyb.png)Figure 9: Mobile and Lightning Actions 3. Click and drag the button that you want to add to the **Salesforce Mobile and Lightning Experience Actions** section (Figure 10). ![](https://help.staticso2.com/_astro/1567174925180.DERvidn3_wSpQO.png)Figure 10: Add button to Salesforce Mobile and Lightning Experience Actions section 4. Click **Save**. You’re all set! Your button is now ready to use on your **Lead**, **Contact**, or **Case** pages.