Hi,
I'm stuck on the module Create Custom Buttons and Links.
It says "For example, earlier in the module you entered audit information for “GenePoint 5-year review.” When you view the GenePoint account record, then click the Related tab and scroll to the end of the record page, you see an Energy Audits related list displaying that audit.
Maria wants to add a custom button to that Energy Audits related list to let users navigate directly to the Ursa Major Solar energy audit guidelines PDF. She’s already uploaded the PDF as a file, but she needs its URL in order to have the custom button point to it. Here’s how that works."
But I never did that step. What Audit Guidelines? I have done every module leading up to this and I never uploaded a PDF called Audit Guidelines. Am I missing something?
The first two steps are:
"
- From the App Launcher, find and select the Sales app.
- Click the Files tab. Here, Maria can see the guidelines PDF she uploaded."
When I go to the Files tab there's no Audit Guidelines PDF. Where do I get that?