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0
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0answers
9 views

how to get around global search error message

I receive the following message when I go to save enhanced lookup. You have enabled Global Search and the following search settings only apply to Sidebar and Advanced Search in Portals. To ...
2
votes
1answer
29 views

How to search on object lookup on custom field

I have a lookup field that displays the standard "name" field (renamed to Service ID) of a lookup object. However, this "Service ID" field stores the autonumberID of the object record and is not ...
1
vote
1answer
26 views

unable to mass update cases of same record type

Does a user have to have the "Modify All Data" permission in order to be able to mass update records? I have a user that does not have this permission explicity set and is unable to mass update ...
1
vote
1answer
15 views

is there a way to reorder the recordtype picklist available in report builder

I find that when I want to select from the list of record types in the report builder, for lets say Opportunitity record types, the list presented is not sorted alphabetically but instead by order of ...
0
votes
0answers
11 views

Can I set the Hover on a link in partner portal?

I have users in the partner portal. They use the activity a lot. They want to be able to call up the hover feature when the hover over a link, such as account etc. Is this possible in the partner ...
2
votes
2answers
31 views

Deployment from Production(Enterprise) to Production(Enterprise)..?

Hi i have one enterprise org where there is a lot of work including VF pages,triggers,reports etc...I want to deploy all the work to a new Production(Enterprise) instance..How can i achieve this...I ...
1
vote
1answer
15 views

How to configure expiry of refresh tokens

I have heard that "Refresh tokens can be configured to expire in their associated Connected App by an org admin." Can anyone direct me to where in the UI this feature is available? Thanks
1
vote
1answer
29 views

Email spoofing issue from salesforce - emails not getting through to recipients

If I send emails from an email-enabled object within Salesforce, e.g., case, the emails do not always get delivered to recipients. I have discovered that one or two of the recipients have these emails ...
1
vote
1answer
16 views

how to view a winmail.dat file attached to a case in Salesforce?

When users recieve emails to the case, the attachements are atatched to the case under notes and attachements. Certain emails contain winmail.dat files. Whow can these be viewed easily through the ...
1
vote
0answers
13 views

Partner unable to send email from a case

I have a partner portal user that, although the page layout assigned to their profile and record type that they are using for the case contains the email section (which by the way on the page layout ...
3
votes
1answer
21 views

Stopping sheduled reports by freezing user account

When a user account in Salesforce is frozen (using the freeze feature) does this prevent them getting scheduled reports that they would normally have received? For example, UserA has a role ...
1
vote
1answer
32 views

Lead Converted Status Not Appearing

Am I missing some sort of setting here? I know for a fact the 'Converted Status' on the Lead Process dictates the available Lead Statuses when converting a lead, and obviously SFDC's documentation ...
0
votes
1answer
30 views

Delete buttons from Mini-Page Layout

I would need to remove mini-page layout standard buttons because I only want to show the information. I found this idea: IdeaExchange but I would like to know if it has been already implemented, or ...
1
vote
1answer
33 views

how to change the activity type of an email activity

When I send an email form within an object* in Salesforce, an associated activity is created. The "type" of the activity is recorded as call. How can configure Salesforce so that some other value is ...
0
votes
2answers
35 views

How to do Mass Profile Updates

I have a configuration question. We have 5 profiles : P1, P2, P3, P4, and P5 1 Custom Object : Object1. I want to grant the "Edit" permission to the P1 profile for Object1, and "Real All" for the ...
1
vote
2answers
23 views

Do other permissions/ functionality require the view setup and configruation privilege?

All of my profiles have the 'view setup and configuration' privilege in production. The extent of my knowledge on the View Setup and Configuration -is it allows users to view complete Setup menu, ...
0
votes
4answers
122 views

want to make a field read only when i selected a picklist value

I am having an Opportunity object there is a field named "stage(picklist)", when I selected "selected won" from picklist "amount" field must become "read only"
2
votes
2answers
67 views

Birthdays emails using workflows

I want to send email on to users on their birthdays in salesforce using workflows. Is this possible ?
0
votes
2answers
38 views

How to get Capital letters in the first letter i entered

If i entered "name" in my text box while it saved it must be saved like "Name" Capital letters in the first letter of Alphabet It must not show any error messages it must directly save
2
votes
2answers
64 views

default a dependent picklist value if there is only one value

how can i default a dependent picklist value if there is only one value? for example, i have controlling picklist value of A,B,C and dependent picklist value of 1,2,3,6,7,8 A - 1,2,3 B - 6 C - 7,8 ...
0
votes
1answer
147 views

How to format a currency or decimal value without rounding?

We have a strange requirement where in we have to display a "Currency" field without decimals and without rounding off..i.e., we have to ignore decimals (eventhough decimal part is greater than .5) ...
5
votes
1answer
64 views

How to find reports for sobject via soql?

I have 300 reports in my organization, and i want to see reports for sobject say xyz__c. I tried to retrieve it using soql but there is no relationship between sObject and Report. Any ...
0
votes
1answer
63 views

Salesforce Tab and its Object

I can see a tab label "X" in my production org. How can I find the associated object with that tab?
1
vote
1answer
32 views

Confgurable Attachments

Scenario: I want the attachments object to take only certain types of attachments. For example lets say 'pdf, .html, .doc' only. I am well aware if I write a Visualforce page and an apex class I can ...
4
votes
1answer
300 views

Customer Portal New Case comment notification not working

Working in an org where they are still using the customer portal and are not ready to switch to communities. I have enabled the setting in the Support settings for the cases, as well as the template ...
0
votes
2answers
112 views

Outlook Configurations with Web API

I'm searching a way to access (with the help of the Salesforce Web API) the data found under Administration Setup > Desktop Administration > Outlook Configurations. That is, all configurations ...
4
votes
3answers
266 views

How can I have different related list labels for different page layouts baed on the Record type assignment?

We can change the related list label from relationship field, but it'll change across all page layouts, can we have different related list labels for each of the page layout (based on record type ...
0
votes
1answer
153 views

When in Managed Package config/development is the namespace absolutely required?

I'm working to develop a process for developing managed code in an unmanaged environment, and I'm unable to find a comprehensive list of places where adding the namespace in config/code is absolutely ...
5
votes
1answer
103 views

Salesforce.com configuration review tool

This is regarding quality control for Salesforce.com projects. For Force.com development (custom coding), we have at least Source code security scanner which does static code analysis to some extent. ...
1
vote
1answer
52 views

Customize the view on Manage apex classes page

This is a configuration item. On the manage apex classes page, where we see all the apex classes, I am trying to create a view where i can see apex classes developed by some developers only. There is ...
1
vote
1answer
191 views

Can moving fields from sandbox to production using change sets also make them visible for all profiles?

I am moving few custom fields from sandbox to production using changesets. Everytime i do this i need to go to each field and make them visible.. Is there a way i can say these have to be visible ...
2
votes
0answers
35 views

Is there a way to get a 7 day calendar view of assigned user in Event page

I am trying to see if i can get a 7 day of view of the calendar of the assigned user. The idea is to allow the user to choose a date based on the availability for the next 7 days Is this possible? ...
2
votes
2answers
396 views

How do i specify a formula field in task to display mobile

I want to show a mobile on the tasks. So i thought of creating a formula field on tasks, But i am not sure on how do i set the formula as the task could be related to a contact or lead. How do i set ...