![]() Click Page Layouts, then Energy Audit Sales Layout.You can then see and use the button or link on a record detail page. Before you can use your custom buttons and links, add them to an object’s page layout. Saving validates the URL you defined if you set the content source to URL. You can use Quick Save to save and continue editing. Now it’s time to add the URL we want this link to point to. Make sure that Detail Page Link is selected for the display type, and leave the next two fields as-is.This will help the sales reps compare what the customer is paying against the U.S. She wants to add a custom link that points to the energy cost data from the U.S. Maria, our Ursa Major Solar admin, wants to build on the Energy Audit custom page layout she created for the sales team. Click the Related tab, scroll to the bottom, and you see the new Audit Guidelines button on the Energy Audits related list. ![]() 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.
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