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Robbi Converse
custom button to create a new record for custom object
I have a custom object "Service Agreement". I need a button on the opportunity page to create a new "Service Agreement". This seems like it should be pretty simple, but I am not having any success (possibly due to my lack of experience with coding).
Please follow step:
1) Grab salesforce object id from url. Just like I have "a01" for Employee custom object
2) Go to Customize->Opportunities->Buttons, Links, and Actions
Click on "New Button or Link"
3) Follow image steps as sample
4) Add this button into your Opportunity page layouts.
Thanks
Gulshan Raj
All Answers
Please follow step:
1) Grab salesforce object id from url. Just like I have "a01" for Employee custom object
2) Go to Customize->Opportunities->Buttons, Links, and Actions
Click on "New Button or Link"
3) Follow image steps as sample
4) Add this button into your Opportunity page layouts.
Thanks
Gulshan Raj