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0
votes
1answer
24 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
16 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
16 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
9 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
32 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 ...
2
votes
2answers
38 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
25 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 ...
1
vote
0answers
28 views

Gather Information from Communities Users

I'm trying to customize to take feedback (contains various questions with ratings in a scale of 0-10) from the customer when checks out of an restaurant.. and display this on the Restaurant object for ...
0
votes
0answers
14 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
26 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
121 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
62 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
34 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
90 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
62 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
41 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
21 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
113 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
148 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
16 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 ...
3
votes
2answers
156 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
51 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
31 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
101 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
0answers
44 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 ...
3
votes
2answers
162 views

Set 'Modify All' for around 100 profiles

I want to give 'Modify All' permission for certain objects, to around 90-100 profiles in my org (excepting a few). I feel it is very laborious work.. Is there a way to do this easily through the ...
2
votes
2answers
113 views

changing communities domain name

Currently within the Salesforce Partner Community configuration settings I can find no way to change the domain name. However, if I change the brand/name of my company, how can I change my communities ...
0
votes
2answers
226 views

Add months to a date using formula field

I have a requirement. On opportunity there is a field Min Term (months) and a closedate field(standard). Need to create a check box field "Opp 50% expired". It will be auto-ticked when closedate + ...
1
vote
1answer
48 views

is it possible to report on the history records of a custom object?

I created a custom object and set history tracking on one of the fields for the object, I added the history to the page layout for the object. For any particular record for that object I can now see ...
2
votes
0answers
18 views

are hover links available on feed-based page layout?

In the good ol' days, when I looked at an opportunity page layout I would be able to see the hover links for the related lists associated to the record. However, now I notice that they are no longer ...
0
votes
1answer
95 views

Visual Flow with approval process

Hi Everyone I have a query about Visual Flows. Can I add Approval process to a visual flow. My scenario is I want to add new product to product master object (i.e custom object) by using visual flows ...
4
votes
1answer
88 views

Sort activities in a related list by a specific column

I have a page layout for a custom object. I have a related list on that page layout. The related list is open activities. Is it possible to sort the records in the related list by any column? ...
7
votes
3answers
84 views

Data Not Available? Can't edit a custom formula field formula

Any ideas why I would get a "Data Not Available" error when editing a custom field? In this specific instance I'm editing a formula field, and I'm able to edit and save changes to the description and ...
2
votes
2answers
18 views

Data-type roll-over information not in english in page layout, why?

Very possible that I edited some config without knowing, but within the page layout editor, all the fields to select by drag-and-drop have a hover pop-up that present information on the field. Oddly, ...
1
vote
1answer
23 views

How can I use the billing address type field in another object

I live the billing address field format, it is a great container for gathering all the fields together. Is there a way of doing this for customer objects?
1
vote
1answer
186 views

Configure Proxy to call API

I am developing application to call Exact Target API with Python. For example, I have launched example from here It works only if I have direct internet conexion (without any proxy) When I connect to ...
4
votes
1answer
211 views

When is it appropriate to use Record Types?

The documentation for Record Types states: Record types allow you to offer different business processes, picklist values, and page layouts to different users. It seems to me that unless you are ...
0
votes
1answer
25 views

Emailing comments on a case

We use cases extensively throughout the organisation. I want to be able to have the option of sending a comment by email when I add a comment to a case. Is there a setting for this?
0
votes
0answers
70 views

Validation Rule for picklist field

I am having 2 fields in a custom object. Pricing_Option__c : (pickList) : Values: Show Price, Show 1st Discount, Show 2nd Discount, My_Discount__c : (percent) Here in My_Discount__c I want to ...
1
vote
1answer
37 views

Case assignment does not follow assignment rule

I have a case record type "Salesforce Queries". I have a page layout "Salesforce Queries | Lite" assigned to this record type. On the page layout settings I didn't select to display the Case ...
1
vote
2answers
885 views

How to start learning salesforce with a sample project

I am new to crm , so i don't know how logically use salesforce for developerment. I read some tutorial, learned visual force and experiment some task mention in the tutorial. But there is lack of ...
1
vote
0answers
17 views

How can we map custommapping fields in salesforce for outlook with Microsoft Outlook

Requirement: I wanted to sync my Calender Events from Microsoft Outlook to Salesforce.com(direction) and I wanted to have an additional field for it i.e. 'Type' of events/meetings but I am unable to ...
2
votes
1answer
620 views

System.CalloutException: Unable to tunnel through proxy. Proxy returns “HTTP/1.0 404 Not Found”

While trying to call REST web service, i am getting callout exception while doing authentication. follow is the Code spinet, ulr and token is updated for this example. Http h = new Http(); ...
0
votes
0answers
22 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
439 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
52 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
24 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
19 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
3answers
72 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 ...
3
votes
1answer
56 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