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0
votes
2answers
32 views

Issues setting up Salesforce communities using one of the self-service templates(Napili)

I was wondering if anyone has had any experience setting up a community using the new self-service templates. I personally have set-up Salesforce community in the past using the "Salesforce tabs + ...
0
votes
1answer
22 views

unable to clear out email field on clone using URL hacking

I am creating a button to clone a contact record, however I don't want to clone the email field, therefore I use the following syntax: ...
0
votes
1answer
11 views

I cannot see case emails at account level

If a customer send to our email2case address, e.g., support@X.com then a case is created and the email is logged on the case, however the email does not show up at the account level, is this a design ...
0
votes
1answer
16 views

Why is Console Layout not listed?

I have a developer edition Salesforce org and I want to create a Console Layout but I cannot find it listed in Build > Customize > Agent Console, as specified in the link above. I have another ...
0
votes
1answer
17 views

Hide a picklist value

I ve to assign two different record types for two different user. One user has to view an additional picklist value in "Status" picklist in Case object whereas another user should not be able to view ...
0
votes
1answer
27 views

How can i make a field read only when i selected a picklist value

This article was old one but I want to know step by step. Consider there is picklist status in case object. When I add extra picklist values to status, It should be visible to only particular users. ...
0
votes
0answers
9 views

How can we get the converted lead information in lead lookup field search

I've created a lead lookup field on lead object, now I am getting only unconverted lead record information but also want Converted lead information and how is it possible (I am using Professional ...
0
votes
0answers
20 views

heroku environment variables - config vars - how secure they are?

I am building sample app in Java and deploying it on heroku. I will be making use of Salesforce SOAP API in my Java app to do some CRUD operations. I am planning to store SF username and tokens in the ...
0
votes
0answers
10 views

The same report times out only sometimes

I have an Activities report that looks back over the past 5 days and summarises the activities for my team. There are typically 100-200 activities per member and there are no more than 20 members on ...
0
votes
0answers
27 views

Multiline-layout Option on Opportunity Products

I want to display a custom field on 'Opportunity Product' layout that should get displayed on this layout when clicking button 'Add Products' or 'Edit All' button. I have added this custom field using ...
1
vote
2answers
97 views

How to Populate a Lookup Field on the Standard Account Object Upon Save

On the standard 'Account' Object, there is a Look-up field 'Purchase Order Rule' (POR). When creating a new account, upon save if the POR field is Blank I want it to auto populate with the value ...
0
votes
2answers
18 views

From a custom button, how can I get the account name to pre-populate in a website search?

From a custom button, can anyone tell me how to get the account name to pre-populate in a website search? This is where I'm trying to get to: - ...
0
votes
1answer
109 views

Using formula to exclude weekend and holidays in salesforce

I have a requirement where in, i have to exclude public holidays listed below: (14-Jan-2015, 26-Jan-2015, 06-Mar-2015, 17-Sep-2015, 02-Oct-2015, 22-Oct-2015, 11-Nov-2015, 12-Nov-2015, 13-Nov-2015, ...
0
votes
1answer
37 views

Updating FLS on a custom object

When i try to update FLS for two newly added fields it gives me following error Please fix the following: Permission Activate Orders depends on permission(s): Edit Orders, Read Orders Is ...
0
votes
0answers
27 views

How to provide read Only access for a VF page

On the Standard Lead Page we have a VF Page which shows the Lead Owner. The requirement states that a User who can be define as Alpha user (Custom Object) only when configured as the related list on ...
0
votes
0answers
79 views

If Else in Email Template

I am trying to mail merge using a string of if-else in a text email template. It seems that the system is unable to mail merge custom fields using if-else. ...
0
votes
1answer
43 views

Error: Insufficient Privileges while querying User or UserRole in a standard user context

I am running a couple of SOQL queriesthrough a Visualforce page. The queries simply look like: [SELECT Id, Name, UserRoleId FROM User WHERE Id = :UserInfo.getUserId()] [SELECT Id, Name, ParentRoleId ...
2
votes
2answers
241 views

visualforce page display time in timezone

I have a email alert that uses a Visualforce email template to generate an email with a date/time field that I want my to display as GMT, currently the time displayed in the email is offset by the ...
0
votes
1answer
100 views

HTML Email Configuration from address as no-reply@salesforce.com

How do I set the from address as no-reply@salesforce.com? I've tried with Enabling Enable Sender ID compliance, but it's of no use. When I test my mails I get from address as [my ...
0
votes
1answer
23 views

Lookup filter not returning records

I have a lookup field on opportunity object. The field is a lookup to account object. The filter criteria i had used is that only accounts of specific recordtype should be available in the lookup. The ...
1
vote
1answer
90 views

can I upload user's profile image via data loader

I have a several user photos, is there a way of uploading them to the user's profiles en mass?
4
votes
1answer
149 views

Are object Id's globally unique across an organization?

Is it safe to say that an ID for an object in Salesforce is guaranteed to be unique across all objects for an organization? I ask this since id's for objects are prefixed with the keyPrefix value ...
0
votes
0answers
27 views

How to enable “Reply to all” email functionality in cases in Partner Portal

Currently in my configuration of partner portal the partner can see and update cases via their partner portal. They can read emails that are attached to the case (as a related list), however they ...
0
votes
0answers
18 views

Salesforce1 splashcreen issue

I am using Salesforce1 Mobile on the iPhone 6 Plus and config'd it to use the custom splashscreen, however the resolution leaves the image with a large plain white border due to the screen resolution ...
0
votes
0answers
53 views

Sales Console layout

How can I modify the Sales Console to reflect what is shown in the following screenshot? The Sales Console that I have activated in my org isn't as well laid out, e.g., pane on left hand side only has ...
4
votes
1answer
55 views

Can I access breifcase configuration info through SOAP or REST API

Is there anyway to retrieve briefcase configuration via the REST API (preferably) or SOAP API? More info on briefcase configuration here.
0
votes
1answer
48 views

Unable to search for users or contacts by email address

When I type in the email address of a contact and also of a user in the global search, it does not return any records for either contact or user although there are both a contact and user record with ...
0
votes
1answer
38 views

Custom Lookup Design

We have a Custom Object called "CaseEvents" which is a child to the parent standard object "Case". Case-CaseEvents is 1:M relationship. I would like to perform the following configuration a) ...
0
votes
1answer
78 views

Will changing the field type from text area (long) to rich text area lose data?

The documentation says Changing from Text Area (Long) to any type except Email, Phone, Text, Text Area, or URL does that mean rich text are will also retain the data?
0
votes
0answers
34 views

Configure buttons on Mini Page layout

I am trying to remove 'delete' button from Event Mini Page Layout and I found that it is not possible. I removed button from Event Page layout but it is not removed from event mini page layout. Is ...
1
vote
1answer
257 views

how to change the default settings for chatter email notifications

In my Salesforce org, each users' default frequency for email notification for Chatter groups is set to daily and I need to change this to "on each post". This can be done individually, however I ...
3
votes
2answers
94 views

New Workflow Rule with Existing Field Update for ChangeSet

I'm creating a New Workflow Rules with existing field update, do I need to include the existing field update in ChangeSet?
0
votes
0answers
109 views

Can lookup field updates be done through flow?

I have a scenario where i need to update value from one lookup field to be another lookup field on the same object say Lead. As this cannot be done through workflows, should we go for triggers? Can ...
0
votes
0answers
22 views

How to make some filter as default filter among multiple filters on object tab

I have created 2 filters on contact tab.when I click on contact tab by defaultly it is loading Salesforce default one.Now I want to make some filter as default on tab click.Any suggestions... Thanks ...
1
vote
1answer
38 views

unable to display console in the apps

I have created a console app. I have assigned it to a profile (X). I have designed the layout and tested the console layout and I am happy with the way it is laid out. Now when I log in as a user with ...
6
votes
1answer
141 views

how to monitor user training for my org

as an administrator I wanted to see what users have completed what modules in the help & training section. Is there a way to report on this or is there a special section within Help & Training ...
2
votes
2answers
117 views

Is it possible to roll-up the count of assets on an account?

I cannot seem to get Assets displayed in the list of available objects when creating a roll-up for the account object. Is it possible to roll-up the count of assets on an account?
0
votes
0answers
56 views

ETConfiguration can't find fuelsdk.properties

I'm brand new to FuelSdk and trying to write my first app using Java. But I can't get back trying to instantiate ETConfiguration. If I call it with the path to the properties file, it can't find it, ...
7
votes
1answer
209 views

How do I set DML Options when using the REST API?

My question is nearly identical to an existing question. To summarize the problem, my case owners aren't receiving an e-mail notification when a new comment is added to their cases. Please view the ...
3
votes
1answer
114 views

Are feed-based layouts limited to certain object?

I am unable to get the assets page layout as a feed-based layout, is it possible that feed-based layout is limited to certain objects? I can't seem to find this limitation within the help ...
2
votes
1answer
180 views

is it possible to change the default behaviour of the feed based page layout

I have set up a new page layouot which uses the feed based layout. Is it possible to configure the page to default to the "Details" tab of the page layout as opposed to the feed?
2
votes
1answer
29 views

Where to store custom configuration information?

I am new to salesforce and I am writing an integration to an external REST web service and wondering about where the best place would be to store custom configuration details such as the url and login ...
0
votes
1answer
1k views

How to write formula based on pick-list value of the pick-list field

I would like to write a formula to count the number of days based on the conditions mentioned below.. If the Status__c (Picklist field) = Draft, calculate based on Now() - Last modifed date. If the ...
3
votes
4answers
265 views

using a field update to update a lookup field based on another lookup field

I want to be able to update a lookup field "FirstUser"(lookup to user) with the value form another lookup field (CreatedbyID). What is the simplest way to do this? Do I need to create a trigger? I ...
1
vote
0answers
19 views

Find the Contact and Account name for an Idea Vote in the UI

I am wondering if I am missing something when using the Ideas functionality within SF. One of the biggest complaints from our product development team is that you cannot tell who actually voted for ...
4
votes
2answers
782 views

“maximum depth of master-detail relationship exceeded” Can't change from Look up To Master Detail

I have two Object, Current Relationship is Look Up I am trying change it to M-D. In change Field Type the field itself is "Grayed Out" with this Info. My Intial requirement was Master-Detail because ...
3
votes
1answer
92 views

Android Push Notification set up questions

We have guys on our end trying to configure Push Notifications & they’ve asked me to reach out for an answer on the below: ...
1
vote
1answer
46 views

filtering reports at run time based on account

How can I create a report on cases, for example, and then have a filter on account number so that I can show only the cases for a specific account number at run time? Would I need to build a visual ...
2
votes
2answers
401 views

How can I display assets as a tab page?

I want to be able to add Assets as a tab view however it is not available for this. I have that a third party app for activities can display an Activities tab. I would like to know how to do this for ...
0
votes
1answer
192 views

when not to use the Asset object

I am considering using the Asset object however I am really put off by the fact that it presents as a page within a page which leads to a negative user experience. My business scenario requires that I ...