OKR Buttons for Related Salesforce Objects
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


4.Find Objective in the related list and click properties

5.Deselect New and Change Owner
6.Scroll down to Custom Buttons
7.Add Create OKR and OKR Hub to Selected buttons. Click Ok.


8.Select OKR Link into selected fields
Both buttons and links are added to related list
