Mini menu in the FT button in Salesforce

Last updated Feb 12 2021

The FT button window in salesforce shows all your permitted templates. For each template there are 2 icons (for view and email) and a 3 dot menu (Kebab) that contains the rest of the options you can apply (seven options): Email, Generate, View form, View document, Download, Edit document, Attach to record.

In this version, we’ve added the option to show only a “mini-menu” that contains 4 options (Email, Generate, View document, Attach to record). This option can easily be configured for each template separately. 

Watch how to change the content of your Kebab menu in the FT button to a mini menu


Enjoy!


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