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1
vote
1answer
24 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
15 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
11 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
12 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
129 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
12 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
22 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
25 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
34 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
34 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
45 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
48 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
12 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
112 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
33 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
62 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, ...
1
vote
0answers
47 views

Add new Echosign template in Salesforce

I have been trying to create a EchoSign template in salesforce. I am searching for this for last two days but couldn't find anything working. Here's the thing that I have to do. Adding the Echosign ...
0
votes
1answer
24 views

Debug Log Limits? Can I not reset the available request and watch log as many as I want?

Do I have to create a record under "Monitored Users" when I want to debug something? I didn't have to do this early this year and I was able to monitor as many debug logs as I want. Can I not reset ...
1
vote
1answer
25 views

Multi Custom picklist fields with single source values

I have two custom objects: CO1__c and CO2__c. I also have two custom picklist fields: CO1__c.foo__c and CO2__c.foo__c. Is there any ways that field foo__c in both have same possible Picklist Values ? ...
0
votes
1answer
69 views

Unable to add time-dependent trigger to workflow rule

I have a workflow rule with a time-dependent trigger on it. It's been working fine for years. I now have a requirement to add an additional time-dependent trigger to the workflow rule. I disabled ...
2
votes
2answers
89 views

Field being used in two Validation Rule in Salesforce

Requirement is to use "Status" field in validation rule and "Status" is being used in two validation rule which is blocking each other when we activate both rules at a time. Requirement - 1 User ...
1
vote
3answers
89 views

Configuring Lightning Components / Apex Controllers for Multiple Environments

I've looked on the Lightning Components Developer’s Guide, and I can't seem to find any documentation on how to configure multiple environments for Lightning Components and Apex Controllers. Ideally, ...
2
votes
0answers
24 views

Not able to populate Partner Account field in HTML email template

I want to populate the Partner Account field value in a HTML email Template. This field is a standard lookup field(Account) and available on Opportunity page. while updating the template I do not see ...
0
votes
0answers
166 views

Where is the Event.ClientGuid field?

Following a failed Ant deployment, I have these error messages: All Component Failures: 1. objects/Event.object (Event.ClientGuid) -- Error: Could not resolve standard field's name. (line 65, ...
2
votes
2answers
253 views

How can I use a VisualForce page to set a custom setting field?

I'm trying to create a VisualForce configuration page for my managed package. I have a hierarchal custom setting field for an authentication key which is needed to access a remote service. I can read ...
2
votes
1answer
172 views

How to write Address.settings in order to implement Country Picklists via Metadata API (eclipse)?

In order to implement Country Picklists on standard address fields I'm following the documentation here: ...
1
vote
1answer
158 views

Read only field not working in pagelayout

probably this is old article but still I confused. I have custom object called candidate. I have created field name called first name and read only in page layout. once record is created in candidate ...
0
votes
2answers
111 views

Control Picklist value for a profile with out record type

How can I restrict a picklist value to be shown for a profile without record type controlling?
0
votes
1answer
100 views

Configuring a Trigger on an Object

My end goal is to create a triggered mailing in ExactTarget that fires when a user submits a Web2Lead form generated from Salesforce. Our integration between the too services (ET and SF) is in place ...
0
votes
2answers
444 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
63 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
21 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
62 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
111 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
64 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
19 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
96 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
117 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
368 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
34 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
2answers
450 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
99 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
1answer
118 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
2k 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
269 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
78 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
223 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
288 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 ...
4
votes
1answer
63 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.