OKR Buttons for Related Salesforce Objects
HUB
OKR
- Create OKR
- OKR without KR
- Create Milestone Key Result
- Create Sobject Key Result
- Sample Sobject
- Sample KPI Filters
- Create Split Target for Key Results
- Create Linked OKR Key Result
- Create Link KR Key Result
- Team Access Only OKRs
- Private OKRs
- Strategic Pillar
- Create KPI Key Result
- Create Report Key Result
- Edit/View OKR
- Add Contributors for Key Results
- Clone OKR
- Clone Key Result
- Close OKR & Add Review Score
- Pause and Unpause OKR
- Save OKR as a Template
- OKR Weights
- Links to OKRs
Board with OKRs
Create OKR from Template
Update Key Result
Hierarchy & Heatmap
KPI
Scorecard
Contest
Recognition
Boards
Funnel
Others
- OKR Reports
- OKRify Dashboards
- Create Teams and Team Members
- Create Periods
- Settings
- Setup Email Notification
- Update Email Template – Key Result Overdue Notifications
- Create New Salesforce Report
- Create new Salesforce Dashboard
- How to search for Tags
- View risk and progress for Objectives and Key Results
- Notifications for Overdue Key Results
- OKR Buttons for Related Objects
- Add an Object as a custom field on OKR
OKR buttons to add a related list to Salesforce objects. Below are the three buttons that can be added to related list
- Create OKR – Button to go to the Create OKR page
- OKR Hub – Button to go the OKRify Hub Page
- OKR Link – Link to view the OKR
Note: Add the object as a lookup field in Objective field
Steps to add Create OKR and OKR Hub to related list of an Object
- Go to Setup -> Object Manager
- Go to Page Layout
- Go to Related Lists
![](https://okrify.com/wp-content/uploads/2022/12/image01-9-1024x464.png)
![](https://okrify.com/wp-content/uploads/2022/12/image2-8.png)
4.Find Objective in the related list and click properties
![](https://okrify.com/wp-content/uploads/2022/12/image3-11.png)
5.Deselect New and Change Owner
6.Scroll down to Custom Buttons
7.Add Create OKR and OKR Hub to Selected buttons. Click Ok.
![](https://okrify.com/wp-content/uploads/2022/12/image4-9.png)
![](https://okrify.com/wp-content/uploads/2022/12/image5-6.png)
8.Select OKR Link into selected fields
Both buttons and links are added to related list
![](https://okrify.com/wp-content/uploads/2022/12/image6-6-1024x136.png)