Assign Action Overrides

To assign a Visualforce page or Lightning component as an override, first create the page or component (or use one created by a Salesforce developer in your org). It’s important to understand the action override options for each user experience and how your selections for each one can affect the others.

Required Editions

Available in: Salesforce Classic and Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions

Visualforce overrides also available in: Contact Manager, Group, and Professional Editions

Record types available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To override standard buttons: Customize Application

When assigning overrides, keep in mind the following requirements.

  • Salesforce Classic—To use a Visualforce page to override an action, the Visualforce page must use the standard controller for the object on which the action appears. To use a Visualforce page to override a tab, the Visualforce page must use the standard list controller for that tab’s associated object.
  • Lightning Experience and the Salesforce mobile app—To make a Visualforce page available for use as an override, select Available for Lightning Experience, Experience Builder sites, and the mobile app in the Visualforce Pages setup panel.
  1. From Setup, select Object Manager, and select the object that you want to modify.
  2. In the Object Manager settings list, select Buttons, Links, and Actions.
  3. In the row for the action you want to modify, select Edit from the dropdown menu.
  4. Specify the override option for each user experience.
Example
Example This Override Properties panel specifies a Visualforce page for Salesforce Classic and a Lightning component for Lightning Experience. The mobile override specifies the Salesforce Classic override, so mobile users see the Visualforce page.

Override Properties panel