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1
vote
0answers
36 views

Salesforce integrate with SAP Server using External DataSource

I am trying to integrate with SAP Server using External DataSource feature in salesforce but i am getting the exception once i click the validate and Sync button. Exception: he external server is ...
1
vote
2answers
52 views

Customization of managed package visualforce pages?

Does anyone know of any way to provide a managed visualforce page inside a managed package that customers can override with their own visualforce page layout and/or controller logic? Any concrete ...
2
votes
0answers
17 views

Hiding/Deactivating “Demote” button on Ideas

I'm looking to implement "Ideas" in an organisation, but they have concerns as to having a "Demote" button being against the spirit of the initiative. There doesn't seem to be any good options for ...
2
votes
1answer
35 views

How to detect customization in a Salesforce organization [closed]

my organization has a very complex Salesforce instance. We have over 900 organizations defined and are striving to simplify. I need some help understand the effort required to understand the amount ...
1
vote
2answers
59 views

Best Ways Of Customizing or Replacing Related List on Opportunity details page

On Opportunity, I've created a related object called Opportunity Item. On the details page for an opportunity, a related list was automatically added for Opportunity Items. I need to take complete ...
1
vote
2answers
38 views

Editing my custom Vendor object

So, I'm trying to edit a custom object 'Current or Previous Vendor' page to display name of the actual vendor. As you can see from the screen-shot I've attached in this thread, it's displaying the ...
0
votes
0answers
17 views

How to customize Topics on Records table

I want to add more columns at topics on records table, but I can't find where can do this. Please help me, thanks. Topics on Records Overview: ...
2
votes
1answer
19 views

is it possible to display additional user info where a user is being linked to in a post?

I want to be able to a. add an additional field to the Chatter profile for users to complete, let's call it "Out-of-Office". I then want to be able to display this field in the user selection list ...
1
vote
2answers
201 views

Show Warning Popup on standard Save Button Click

I have the requirement to show a WARNING POPUP / confirmation box based on a condition. If user edits the opportunity and changes the status to "Closed Won", then clicks on save then depending on ...
1
vote
1answer
191 views

adding live agent user photo on chat window

I want to have the photo of the live agent who has accepted to chat .His photo should appear on the chat window of visitor. I tried using "Chat Window Branding Image", i think its good for displaying ...
0
votes
1answer
418 views

How to override default contacts tab with custom visualforce contacts tab?

BACKGROUND Run into an issue implementing the answer to this question, How to recreate Contact, Account, & Opportunity homepages with Visualforce pages? - that being: There appears to be a ...
1
vote
1answer
37 views

Validation Rule not displaying under the field definition

When I check the validation rules related to an opportunity, I see that a field is referenced in the validation rule, when I go to the actual field the validation rule section displays nothing. Is ...
1
vote
0answers
58 views

Translate Standard Tab Dashboards in Other Language

Here I want to Translate Standard Tab "Dashboards" in german language.for that i check following path... Customize->TabNames & Labels -> Rename Tabes and Labels But In that there is no standard ...
0
votes
0answers
132 views

How to add custom action (close tab) when case detail page button “save” is pressed

Im quite new to SF, so please bear with me :-) When I have a case open, I can "escalate" the case to a queue, and then save it. The save button closes the detail view of the case, but I also want the ...
0
votes
1answer
461 views

how to customize font colour and background colur in rich text box in salesforce UI side

I want to show some text with background and text color, if it is possible through rich text box , then how to set background color and text color, if it's not, then which way i should go ...
2
votes
3answers
215 views

Customization Problem…Translate <apex:InputFile>…Browse Button…in Other Language

Here i have VF Page code...... <apex:form enctype="multipart/form-data"> <apex:inputFile value="{!attachment.body}" filename="{!attachment.name}" id="file" /> <apex:commandButton ...
1
vote
0answers
18 views

Customer Portal…Custom Report header is not translated at the time of downloading

Here I am Login with Chineses Language in Customer Portal, there are one custom reports and i want to download from Export Detail buttons....when i download as excel or csv format heading is not ...
0
votes
0answers
26 views

Customer Portal…Translation of Standard Functionality

Here i am work on Customer portal,and here i want to translate whole the functionality in other language like "Italian"...For that i was translated three diffrent-diffrent places... 1)All ...
1
vote
0answers
21 views

Is there a way to customize the new Chatter user “Here are some groups you may want to start or join” prompt?

We keep having new Chatter users create the default suggested groups "Sales," "Marketing", and "Product" because they are prompted to do so on join.  Can we modify or remove the groups suggested on ...
5
votes
1answer
301 views

Passing SelectOption[] to MultiselectPicklist Custom Component results in Cannot convert the value of '{!leftOptions}' to the expected type

I have a Map in custom controller as follows Map<String, SelectOption[]> mapSelectOption; and populate this Map as follows in constructor of custom controller Schema.DescribeSobjectResult R ...
1
vote
1answer
66 views

Hiding certain oppty stages from partners - how?

I have a request from sales, to hide certain oppty stages from our partners (using partner portal and partner portal licenses) The idea is that the last stage that the partner will see is : PO ...
0
votes
2answers
63 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
4
votes
1answer
59 views

When Opportunity stage is won then that stage status should be locked

When Opportunity stage is Won. Then that opportunity stage can able to make freeze..So once won we can't able to change that stage status to others. How to achieve this?
2
votes
2answers
326 views

Date of Birth field - Calendar years not showing earlier years in console

i have go through a few guide available here and this guide doenst help on console. can anyone help how can i make my date field Years drop down in console showing previous years?
7
votes
2answers
474 views

Checkbox on related list

Does anyone know how to add the checkbox column on related list in SF? I have a custom object that I'm try to get checkboxes for related list. Thanks
4
votes
1answer
115 views

Billing address in Account Object

Is it possible to change the standard billing adress state field to accept picklist values.
5
votes
1answer
62 views

Replacing values in standard fields

Is it possible to have only 4 values in type picklist field of account. I am trying to replace this values but not sure how to do it. Similar is the case for Industry picklist on account object
2
votes
1answer
82 views

rendering on Standard account Layout workaround.?

I have a picklist field Status on account.There are 3 values One,Two,Other. IF Other is selected i need a text field to show so that user can enter some information.I know thats not possible on ...
4
votes
1answer
217 views

Embedded dashboard in home tab using iframe, can't open hyperlinks from it

I added a dashboard as a home page component and it displays fine, but I am unable to open links to records when clicking on them in the dashboard. I'd love to do a "target=_top" type deal but that ...
4
votes
2answers
553 views

how to make field ready only..?

I want to make a date field read only..using validation rule...i want to enter its value when any record is inserted in child object.A user shouldn't be allowed to enter any value at all on account ...
6
votes
1answer
211 views

Why can't I edit page layouts in Google Chrome in Winter 14?

When using the latest version of Google Chrome, the Layout Editor palette is empty, so we cannot add fields, related lists, buttons, or any other objects to the page. No console errors are reported. ...
3
votes
1answer
147 views

Communities Pages - how 2 limit LHS content?

I need to remove the "Create New" and "Quick create" (and a few other links) from the LHS on Contacts and Ideas tab within our new Communities site. All of those options are fine within the internal ...
2
votes
2answers
919 views

Add field to contact lookup \ create New window

When entering a new case, employees need to search for a contact, simple enough. When they can't find the contact, they add a new one by pressing the New button from the lookup window, still simple. ...
2
votes
2answers
717 views

How can I hide the Attach File button from Notes & Attachments related list?

My client is using Professional Edition. They want to remove or hide the 'Attach File' button from the Notes & Attachments Related list which is available in Account,Contact and Opportunity ...
2
votes
1answer
56 views

One user - 2 reports - 2 behaviours

I have a user, whom is trying to edit reports. The settings for the user profile is ok When looking at the 2 reports in issue, both reports were created by the user. Both reports show different ...
4
votes
3answers
3k views

Overriding Salesforce CSS with custom CSS

I wish to change the CSS styling of standard salesforce pages with my own styling. I have created a custom sidebar component named CustomCSS and attached it to the left sidebar. I have then enabled ...
3
votes
1answer
434 views

Visualforce Tab: how to edit the link (Content)

I want to edit the link for my visualforce tab. So i go to the Setup -> Create -> Tabs and click on the Edit next to my custom tab name. And i can change only the label? Basically i want to keep ...
2
votes
2answers
245 views

Customizing Service Cloud Portal

Calling all Customer Portal (also known as Service Cloud Portal) SME's(Subject Matter Experts) to clarify and hopefully document the level of customization possible on a Customer Portal. For e.g. The ...
1
vote
1answer
358 views

How to Customize the Email template on chatter posts

I want to customize the email template sent on the chatter post of the record with the @user full name to have some fields from the record. Is this possible, or how can I achieve this? Please help. ...
2
votes
1answer
223 views

How to close a case as duplicate or merge a case

I need the option to Merge cases, Has anyone done something similar for Merge cases? I prefer to avoid Apex - but I don't think I have an option here really.
3
votes
1answer
118 views

Picklist values for non supported languages

There is only one supported German language in SFDC. However, we have a need to show picklists in different national varieties of German viz. Austrian German, Swiss German. What's the easiest way to ...
20
votes
3answers
6k views

Scheduled reports as attachment

Is there any workaround to send out scheduled reports as Excel attachment than actually embedding it within an email? Salesforce scheduled reports embeds the report in email making further drill down ...
6
votes
4answers
4k views

What overrides a profile?

I am confused about the hierarchy of settings 1) I have a profile A and it has a read only access. I have a permission set specific to an user and the permission set grants the user access to edit ...
2
votes
6answers
2k views

Hiding “New Note” button

I am showing Notes & Attachment section. I want to hide "New Note" button on the related list. I don't find any way for doing that. How can I do that? Any thoughts?
1
vote
1answer
654 views

Is it possible to prevent a user from 'Approving' a step in an approval process if a certain field is blank?

Basically, I want to have validation rules run when a step in an approval process is approved. I would like the rule to take into account which step triggered the rule, so that each step can have ...
2
votes
2answers
85 views

Is it possible to include a partner/client (or other non-internal employee) in an approval process? If so, how?

If it is not strictly possible, is there a standard practice for integrating an external element into an approval process/workflow?
1
vote
2answers
193 views

Track the reading of emails in a case - notification/escalation

We would like to track the time it takes for an agent to open an email reply to a case. If an email is unopened for a length of time we need to send out a notification or escalate the case to a ...
4
votes
3answers
821 views

Is it possible to connect a social networking profile to a custom object record?

I have a custom object that represents a B2C customer, 'Cardholder', that I would like to connect to the cardholder's social networking profiles. Is this possible? I am not using the Contact standard ...
2
votes
2answers
3k views

Can I add a field to the Attachment object (specifically a picklist to track the 'type' of attachment)?

The title says it all. I would like to add a field to the attachment object to be able to sort/filter based on the attachment's type (eg, 'Will', 'Account Opening Document', 'Correspondence', etc.). ...
5
votes
1answer
2k views

Approval History Related List for a Custom Object

I have a custom object with an approval process, how can I get the approval related list on the page of that custom object.