Adding a Manage Forecasts Button to Source Records

You can add a button to your source records so that when viewing a source record you can start the Forecast Revenue process for that record. Adding a button is done using standard Salesforce functionality.

  1. Follow the Salesforce instructions to add a new button on your object. See the Salesforce Help for details.
  2. On the New Button or Link page, in the Label field enter "Manage Forecasts".
  3. Enter this code, amending pse__Proj__c.Id to match the API name of your source object:

    {!URLFOR("/apex/ffrr__RevenueForecast", null, [Id=pse__Proj__c.Id])}

  4. Follow the Salesforce instructions to complete adding the button to object's page layout.