DocsProff ConnectLightning Web Components
Lightning Web Components

Company Search - List Button

Add a list button to launch Proff Company Search from Account list views.

Step 1: Create an App Page in Lightning App Builder

  1. Navigate to Lightning App Builder.
Navigate to Lightning App Builder
  1. Click New and choose App Page.
Click New and choose App Page
  1. Give the page an appropriate name (Example: Company Search).
Name the App Page
  1. Choose "One Region".
  2. Add the CompanySearchLauncher LWC to the page layout.
One Region layout with CompanySearchLauncher

Step 2: Create a List View Button

To allow users to launch the Proff Search directly from an Account List View, you need to create a custom button.

  1. Go to Setup and open Object Manager.
  2. Select Account.
  3. Click Buttons, Links, and Actions on the left menu.
  4. Click New Button or Link.
  5. Configure the button as follows:
  • Label: Company Search
  • Name: Company_Search
  • Display Type: Select List Button
  • Behavior: Select Display in existing window with sidebar
  • Content Source: Select URL

In the formula editor, enter the URL of the App Page you created in Step 1. Example: /lightning/n/Company_Search (Replace Company_Search with the API Name of your page).

Click Save.

Step 3: Add the Button to the List View Layout

Creating the button isn't enough; you must also make it visible on the List View.

  1. While still in the Object Manager for your object (e.g., Account), click on List View Button Layout.
  2. Click the dropdown arrow next to List View and select Edit.
  3. Under the Custom Buttons section, find your new Company Search button in the "Available Buttons" list.
  4. Click the Add arrow to move it to the "Selected Buttons" list.
  5. Click Save.

Step 4: Verify the Setup

Navigate to the Accounts tab in your Salesforce app. You should now see the Proff Search button in the top-right corner in the List View. Clicking it will launch the Proff Company Search bar.

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