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Enable the SAP Customer Link Button

NOTE: The following steps are optional and used only to link new customers.

Follow these steps to add the Link SAP Account button to your Account page layout:

  • In Salesforce Setup, click on the Object Manager tab.
  • Click the Account link.​

Setup | Object Manager

Select Account Layout​

  • Under the Account sObject, click Page Layouts.
  • Click Account Layout to change to all Account pages.​​

Setup | Object Manager | Account

Select Account Layout | Buttons​

  • Click on Buttons in the left-hand side of the options panel at the top of the page (under Account Layout).

Setup | Object Manager | Account Layout | Buttons

  • Select the SAP Customer Link button and drag it down to the Custom Buttons box (under Account Detail).

SAP Customer Link Button is Moved

  • Click Save.

You just created the SAP Customer Link button.

Follow these steps to find the SAP Customer Link in the Buttons, Links, and Actions list:

  • Under the Account sObject, click Buttons, Links, and Actions.
  • Scroll down to find SAP Customer Link.
  • You can click SAP Customer Link to see details related to the SAP Customer Link button.

Buttons, Links, and Actions List: SAP Customer Link