Method 1

Using the live-template macro to create subprojects.

• choose Create button in the top header

• choose blank page

• insert live-template macro

• edit the live-template macro

  • type in the name of the template you wish to render, for example, 'Subproject'

...

• insert add-page macro

• edit the add-page macro

  • name (can be left blank if you do not wish to add a default page title)

  • enter the link name

  of the link

  • in Link Text

  • enter the name of the template you wish to render in Source (in our example - Subproject)

  • check Live Template checkbox

  • enter the name of the labels you wish to attach to the new page in Labels

...

...

Next

Part 4 - Creating a dashboard to display Salesforce Opportunities