Navigate back to the Sales app, click Accounts and select the GenePoint account.Add the Audit Guidelines button to the Selected Buttons list, then click OK.Click the plus icon to expand the Buttons section header.Scroll all the way down the end of the layout, to the Energy Audits related list.Click Page Layouts, then click Account Layout.Click Object Manager, then click Account.The button won’t appear on the Energy Audits related list for any object until Maria adds it. For more information on merge fields and operators, check out the Salesforce Help. And, you can add merge fields and operators to enhance the behavior of the button or link by including data from Salesforce. For example, if your content source is URL as in this case, this section is where you put the URL you want the button or link to point to. You might be thinking to yourself: “OK, whoa! What’s all that formula-looking stuff? What do I do with that?” That’s a version of Salesforce’s formula editor, and you can use it to define the properties of the button or link. Using this example, the link points to /sfc/p/R00000008nD1/a/R000000007LK/8Z8auAJBSeSCzqQ8Kv9ofolIWi_jP13oR3LUUYuXc3A. Paste the file URL into the large text box.īecause the file is local to your org, use everything after the domain portion of the URL to create the custom link.Click Buttons, Links, and Actions, then New Button or Link.From Setup, click Object Manager, then click Energy Audit.This generates a public URL for the file that you can share with others, or in this case, add as a URL to a custom button or link. ![]()
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