After installation, an administrator must configure Resource Hero on the Opportunity object.
Add components to your Lightning page
- While viewing an opportunity record, click the gear icon in the top-right corner, then click Edit Page. Once the Lightning App Builder opens, the following components can be added to the page:
- RH Manage Assignments component
- RH Time Tracking component
- Opportunity Forecast Visualforce page
- Opportunity Actual Visualforce page
- Components can be added directly to the page or within tabs, accordions, etc. Once complete, click Save.
Add fields to your page layouts
- Go to Setup → Object Manager.
- In Quick Find, enter
Opportunity, then click Opportunity. - In the left sidebar, click Page Layouts, then click the layout that you want to edit.
- After adding fields to your layout, click Save.
