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Extract Custom Button using Salesforce Package.xml

Meta data name for custom button is WebLink and below is the format to use it in your package.xml to extract using workbench or any other deployment tools like Eclipse,  ANT, Gearset, Pipeline, ClickDeploy,  AutoRABIT, Flosum etc

Salesforce Package.xml file structure:

<?xml version=”1.0″ encoding=”utf-8″ standalone=”yes”?>
<Package xmlns=”http://soap.sforce.com/2006/04/metadata”>
<types>
<members>Case-Case Feed Layout</members>
<name>Layout</name>
</types>
<types>
<members>Case.SendEmail</members>
<name>WebLink</name>
</types>
<version>41.0</version>
</Package>

 

Once retrieved the button details exists in the Case object with webLinks tag like below:

<CustomObject xmlns=”http://soap.sforce.com/2006/04/metadata”>
<webLinks>
<fullName>SendEmail</fullName>
<availability>online</availability>
<displayType>massActionButton</displayType>
<encodingKey>UTF-8</encodingKey>
<linkType>url</linkType>
<masterLabel>SendEmail</masterLabel>
<openType>replace</openType>
<protected>false</protected>
<requireRowSelection>false</requireRowSelection>
<url>https://theblogreaders.com</url>
</webLinks>
</CustomObject>

Deploying a custom button is a straightforward and can be done using change set as well using the below steps:

• Enable Organization connections between source and target Organization. You can access it under  Setup:- “Deploy -> Deployment Settings”
• Setup a change-set in the source org
• Push change-set to target org

make sure to include following items in the change-set:

1. Custom Button
2. Account/Contact page layouts

and simply deploy to target organization

About Salesforce Change Sets:
A change set is a means by which one organization can send customizations to another organization.

• An outbound change set is a change set created in the organization you are logged into and want to send to another organization.
• An inbound change set is a change set that has been sent from another organization to the organization you are logged into.
• Change sets can only contain modifications you can make through the setup menu.
• Change sets may contain customizations to existing components or new components, but can’t be used to delete or rename components.

Salesforce Deployment Connections:
In order for change sets to be sent from one organization to another, a deployment connection is required.

• A deployment connection is automatically created between all related organizations whenever a sandbox is created.
• Each organization must be authorized to send and receive change sets.
• The deployment connection list shows which organizations can upload changes to this organization, and which organizations allow this organization to upload changes to them.