When developing functionality for your Salesforce users, you can use declarative features (clicks) or programmatic tools (code). Configuration centers around these declarative features.

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0
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1answer
16 views

Send Email to Multiple Account Contacts

I have a scenario where i need to send email to multiple contacts. Under account contact we separate some contact with type - 'Approvers' and one account can have multiple contacts with type ...
2
votes
1answer
43 views

Validation rule to restrict editing a record

I have two fields on object - Apple__c. Field 1: apple1 Field 2: apple2 I have written a validation rule. NOT(ISNEW()) && AND( NOT( ISBLANK( Apple1__c ) ), ISBLANK( Apple2__c ) ) This rule ...
1
vote
0answers
6 views

Field Tracking does not Capture Field updates through Batch Job

I have enabled Field Tracking on the Status field of Asset Object. There is a Batch Job which updates the Status based on the UsageEndDate of the record. But somehow the Updates of the Batch Job are ...
6
votes
1answer
47 views

Developer Edition & Summer 16?

I was wondering if anyone knew if it was possible to access the Summer 16 preview within a Developer Edition Org?
-1
votes
0answers
35 views

Sublime Text3 - Mavensmate configuration help

After giving the path to my workspace, it is giving me the following error, please help. Your [mm_workspace] setting is not configured properly. Please ensure any locations specified in ...
4
votes
1answer
72 views

Sandstorm sandbox?

Fiddling around the sandbox details I stumbled upon an unknown option. It reads: Sandbox Options Is a Sandstorm copy? Googling around it says it has something to do with Wave analytics but couldn'...
0
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0answers
6 views

mass update tab visibility

I created a new profile and I have to set the tab visibility to hidden for all objects except two. There are a ton of objects and I have to click on each object, set the visibility to hidden, save, ...
-1
votes
2answers
25 views

Account Status should set to Modified when an Account is Edited [closed]

I need to set the Status Picklist on Account object to "Modified" When an account is edited. Thanks!!
-1
votes
2answers
17 views

How to restrict file-type in Standard page Attach

I'm using out of the box functionality and I'm wondering is there a way to restrict file-type when the user is uploading an image? I like the following file-type to be allowed to upload png, jpg, gif, ...
4
votes
1answer
39 views

Cloning Production org is possible?

By the end of the year, we have 40 Orgs to deploy for 40 entities of a big company. (it's an architecture choice that has been validated). The admin has already configured 3 orgs and would like to ...
0
votes
3answers
52 views

Is there any way around Verification Code ? I am using Selenium and Java to Automate Test

I would like to know if there is any way around the Verification Code for Salesforce? I successfully login to Salesforce but, my script stops because of the Verification screen is there a way around ...
0
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0answers
24 views

hide standard object records from global search result

I want to hide opportunity records from global search result Opportunity's OWD is private and I made the opportunity tab to hidden like described in Remove a standard object from global search ...
0
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0answers
21 views

Infinite loop on my SP default page

My salesforce default app link is: https://ctsc.force.com/caminoportal (=Entity ID) and the metadata says: but every time I use my app default link it goes to an infinite loop. Can some one ...
1
vote
1answer
18 views

Can we make mailing address in contact object read only? [duplicate]

Is it possible to make mailing address in contact object read ony ?. Tried to do from the layout but still the mailing address is editable.
0
votes
1answer
21 views

Dashboard uneditable for System Administrator

I have a dashboard which I can't edit though I am system administrator. There are other dashboards that I can edit. I am also unable to find a difference between the ones I can edit and one I can't. ...
0
votes
1answer
23 views

How to hide standard List Price field based on User Profile

I want to hide the standard List Price (UnitPrice) field from the Add Product screen (on standard Order object) for our Customer Community Users only. Use Case - We have customer community plus ...
0
votes
1answer
33 views

Validation rule not working

I have few scenarios When ever stage picklist - Support selected and saved, it should not save if any of the fields address,state,city are blank There is a check box, if it is enable to true then ...
1
vote
1answer
43 views

User.Username Field Accepts More Than 80 Characters?

The length of UserName field in the standard User object is 80 characters (ie. Text(80)). Recently in my production org, a User record was created with a Username more than 80 characters. Due to ...
1
vote
1answer
19 views

Lookup dialog must return records related to the junction object

In my requirement I have a junction object between Account and Contact. Now there is a requirement that on the case object, where standard lookup field of contact and account are present, when I have ...
1
vote
0answers
13 views

Is it possible to remove “Login as other user” permission for system administrator profile?

Is it possible to remove "Login as other user" permission for system administrator profile? I thought to clone sys admin profile and give delegated administrator access, but i dont want to create a ...
0
votes
0answers
13 views

how to make a record type of opportunity object as a tab

I have a record type for a object, i want to make it as a tab .Is it possible in anyways. pleasae help me if any one knows this. Please give details in detail. Thanks inadvance.
0
votes
1answer
30 views

Auto populate region picklist field when state of picklist field is selected

Auto populate region(East,West,North,South)) picklist field when state(ca,TX, LA...) of picklist field is selected. I have a state picklist Field with list of states, i created one more picklist ...
1
vote
1answer
22 views

Blocking email sending for some users

I want to disable the ability of sending emails for some set of users. can you please let me out? Thanks in advance
2
votes
3answers
48 views

Classify parent based on number of child records in a master detail relationship

I need to count the number of child records that a parent has in a master-detail relationship and based on the count, update a field on the parent. This field cannot be a formula field as it needs to ...
0
votes
1answer
25 views

Granting access for admin's to view customsettings object?

We have created a managed package and a custom link for inserting data's into the customsetting object and since the object is in "protected" format,its not even visible to the admin who installs it....
1
vote
1answer
105 views

How to query the count of child records in soql

i am having an custom object of Location which has a lookup to account and i am trying to perform the soql query to get the locations which is greater than 1 from the account object , below is the ...
4
votes
2answers
75 views

how to enable quotas

Can someone please explain the process of enabling quotas in developer edition. I have given all permissions like: Enable forecast, allow forecast, Show quotas. But when I enable user in forecast ...
0
votes
1answer
29 views

Deleting/Deactivate case recordtype

I have deactivated one the recordtype we have and I still see the option when I create a new case i.e. under 'Available cases record types' I deleted it without any issues and it just got rid of the ...
2
votes
1answer
39 views

Custom object CRUD permission still insufficient privilege

I have a custom object with CRUD permission. Still it gets insufficient privilege. How is that possible?
2
votes
1answer
53 views

Permission Sets on Quotes Template

I would like to create a permission set to give an access to all quote templates. I do not want some users within the same profile to see or have access to the quotes template. How to user can only ...
0
votes
2answers
38 views

roles hierarchies and owd

I have 3 roles A,B,C in the same order,my requirement is to make C to create.read records,but A,B cant see records and also another 3 roles X,y,Z,z can read record and x y can not read.Finally C ...
0
votes
0answers
19 views

Able to make isactive = false for such users who are manager of some other users

I am able to make isactive=false for such users who are manager of some other users.As per salesforce funtionality i should not be able to make isactive=false using DML as it will throw dependency ...
1
vote
1answer
184 views

How to open a Visualforce page using formula (Hyperlink) field dynamically from console or standard SF

I have a visualforce page. I need to open that page in Service Cloud Console sub-tab when user is within Service Cloud Console with some required parameters and if user is not within console then the ...
1
vote
1answer
29 views

I have a piclist field name status and i want that when “Declined” is selected, then Status Date is auto populated to “today [closed]

I have a pick list field name status and i want that when “Declined” is selected, then Status Date is auto populated Today.
0
votes
1answer
40 views

Make picklist unique for a value - Configuration only

I have a picklist on a custom object with values A,B and C. I want only one record of the object with the value of the picklist = C. It is perfectly fine if the other records have the value A or B ...
0
votes
1answer
13 views

User is not able to see the standard report under Activity report Folder

There is a standard report in the activity folder when the user is creating the new report the report is not found under the Activity folder.But Admin can see the report . Can any one please say ...
0
votes
0answers
25 views

Approval process using permission set

I have one approval process, where approver is selected from custom field which has filter to specific profile. now we have one requirement where submitter's manager can also approve the record. We ...
3
votes
1answer
176 views

Can't get Enhanced Lookup search to find a record

I can't get an Enhanced Lookup to work correctly, although I checked all questions and answers in SE so far and: Enabled Enhanced Lookups on this object am admin user Searching for the full values (...
0
votes
0answers
17 views

Files connect in enterprise edition

My enterprise edition doesn’t have an option for files connect . How to get it ? Like when i navigate to Setup -> Build -> Customize -> Salesforce files -> Settings There is no option for files ...
0
votes
1answer
54 views

Way to remove “Recent Accounts” “Tools”, and “Reports”

Is there any internal way to remove tile boxes of "Recent Accounts", "Tools", and "Reports" on the Accounts Landing page. Any internal configuration which can let this happen.
0
votes
0answers
30 views

how to write formula for number of days spent on each stage in opportunity

Number of days an Opportunity spent in ecah stage and I'm currently using Professional edition also don't want to upgrade to Enterprise edition, Plz help me outof this.
1
vote
2answers
35 views

Company names list configuration

I need an advice regaring the following implementation. I need to normalize large set of user generated company names for instance 'Derby International LLC', and I need the company name without its ...
0
votes
1answer
36 views

Architecture idea [closed]

I'm a beginner in SFDC app development, I need to integrate my apex code with R/python. Explain me how the architecture should be, where i have to host it (whether my own server or sfdc has the ...
3
votes
1answer
97 views

Restricting records deletion

We have the following use case to be handled. We have a custom object PTemplates__c. Except User A and all Sys Admins, no one should be able to delete the records of PTemplates__c. I believe ...
0
votes
1answer
141 views

Building a custom object lookup field

Could someone point me in the right direction by providing either an example or a good reference? I need a regular Lookup field that can lookup a custom Object called Property__c. I am using a custom ...
2
votes
1answer
76 views

Is there a way to query sandbox configuration info? (e.g. Location, sandbox name, etc)

I would like to be able to query the Sandbox configuration data. For example, if you go to the "Sandboxes" link in the setup of your production org, I want to be able to query that info (Name, Type, ...
0
votes
0answers
17 views

Turn off historical trending for a field which is part of managed packge

I need to disable historical trending in Release Org for a field in an sObject which is already enabled in managed package. When I go to historical trending tab, Go to object and disable historical ...
0
votes
3answers
432 views

Access Document(pdf or doc) without Salesforce login

I have 3 Document records with pdf, word document & image respectively. I need to show the files outside Salesforce(i.e without salesforce login). All of the records have 'Externally Available ...
1
vote
1answer
48 views

Configuration Page for Package

Im new to Salesforce Package. After I create a package, usually we need to put some configurations for the package. Where is the usual place to put this links(I created one visualforce page for my ...
4
votes
1answer
76 views

Custom Settings difference between Object Name and Api Name?

Can someone explain me what is the difference between object name and api name for custom setting. The doc says for object name : Name used when the custom setting is referenced by formula fields, ...