Post-Install Steps: Bulk Add/Stop Cadence on the Contact Object | Scribe

    Post-Install Steps: Bulk Add/Stop Cadence on the Contact Object

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    • 3 minutes

    Post-Install Steps for the "Bulk Stop Cadence" Button

    Click "Contacts"
    Click on a contact record.
    Make a mental note of the first 3 digits of this ID in the URL.
    Click here.
    Click here.
    Click "Buttons, Links, and Actions"
    Click the "Show More" arrow next to "Bulk Stop Cadence." Then, click "Edit."
    Copy the link in this field. We're going to create a new button with the similar link, in which the last 3 digits of the link match the first 3 digits of the ID in the **Contact** record.\ \ Please note, if the last 3 digits of the link **already** match the first 3 digits of the ID in the **Contact** record, **do not** create a new button.
    Click "Buttons, Links, and Actions"
    Click "New Button or Link"
    Paste the text string in this text field, and update the last 3 digits.
    Update the "\*Label" field, and click the "List Button View example" field.
    Click this button.

    Post-Install Steps for the "Bulk Add Cadence" Button

    Click "Buttons, Links, and Actions"
    Unlike the "Bulk Stop Cadence" button, the "Bulk Add Cadence" button works with a "Visualforce Page" and does not require creating a new button. Just note the order in which the "Bulk Add Cadence" button with "Visualforce Page" is displayed in preparation for the final steps.

    Add New Buttons to Contact Object List View Page

    Click "List View Button Layout"
    Click "Show More"
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