Sendoso Button for Salesforce (Chrome Extension Alternative)

  • Updated

As an alternative to the Sendoso Chrome extension, you can create a custom button in Salesforce to complete one-to-one sends. This button can live on any object, however, Sendoso recommends that you place it on the lead and contact objects to pull in recipient information.

**Note - You will need Salesforce admin permissions to complete this setup

To get started, navigate to the Object Manager and search for contact or lead (you'll need to repeat these steps for the other object)
Screenshot 2023-08-22 at 12.16.58 PM.png

After clicking on that object, navigate to the Buttons, Links, and Actions tab then hit New Button or Link
Screenshot 2023-08-22 at 12.17.16 PM.png

Next, configure the button details:

Label & Name: Sendoso

Display Type: Detail Page Button

Behavior: Display in new window

Content Source: URL

Screenshot 2023-08-22 at 12.24.00 PM.png

Here are the URLs configured with default Salesforce fields (if are using custom fields, be sure to change them in the URL):



Hit Save to complete the button set up!

Lastly, you'll need to be sure the button is added to the necessary page layouts.

Head to the Page Layouts tab of the object, choose the layout you need to add the button to, and then drag it to the custom buttons section of the layout.

Screenshot 2023-08-22 at 12.31.31 PM.png

That's it! You now have a custom button in Salesforce to complete one-to-one sends via Sendoso!

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