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.
- Follow the Salesforce instructions to add a new button on your object. See the Salesforce Help for details.
- On the New Button or Link page, in the Label field enter "Manage Forecasts".
- 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])}
- Follow the Salesforce instructions to complete adding the button to object's page layout.