Page layouts to control the layout and organization of detail and edit pages in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal

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1answer
15 views

Custom Object Multiple Page Layout

I have a Custom Object called "Property". As new records are built, I would like my sales people to go stages when they change the Status pick list of the property. Is it possible for the user to ...
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0answers
19 views

Unable to add VF page to Custom Object Layout on Production

I have a VF page with that uses a custom controller that i'm trying to add to a custom object layout. in my sandbox, i can see the VF page in the VF pages options for the edit layout page. On ...
0
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2answers
26 views

Change the Default view in Case?

I have two pages which need to override the default view of the Case as per the Case Page Layout.I am having two layouts A and B.This layouts is having two Record types.
0
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1answer
9 views

Field accessibility in Profiles and Pagelayouts

I am learning salesforce administration basics.I have tried out access permission to one of the fields in the following ways. Profile Pagelayout Readonly Readonly editable Readonly Readonly ...
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0answers
12 views

Page Layout - General Best Practices [closed]

As Salesforce experts, do you have any best practices or tips when designing or building page layouts? Maybe you have a general rule of thumb on arranging or grouping fields in a page layout section ...
1
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1answer
28 views

Unable to edit Page layouts

I encountered this problem while trying to edit the page layout of a custom object. Following is the error page... What may be the issue? Thanks!
0
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1answer
15 views

Account name read only on case creation from account

I have a scenario like when Case is creating from the Account Page, Account Name will be appear as readOnly with Account name. User will not be able to select other Account from Case page layout. ...
1
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1answer
17 views

The page 'MyCasePage' does not use the standard controller: Case, it uses: null

I am deploying pages,Controllers,Pagelayout to production. My Pagelayout of Case includes inline VF page 'MyCasePage' whose standard controller is Case. But still it gives following error while ...
1
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2answers
33 views

Being able to switch between two Page Layouts?

So we have an object in our organization that I recently had to convert a bunch of the fields into another type. I did this by creating new fields and then with APEX, converting the data for each type ...
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0answers
22 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
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3answers
89 views

Embed a Visualforce page in a Standard Edit Layout

I needed to output some text on a custom object and managed to do so by embedding the following VF in the Custom Layout: <apex:page standardController="Standard_Controller__c"> ...
0
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2answers
30 views

Page Layout Change Set Not Changing once deployed

I have been struggling with a change set. I included the fields and the profiles plus the page layout, yet when I deploy it, the change to the Case page layout don't automatically change. The fields ...
1
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2answers
46 views

Inline visualforce page in page layout

Please see the page layout below: I want it to be the following: Here, the box shown in the right is a inline visualforce page. is there a way to create the desired page layout?
1
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1answer
21 views

DateTime Fields: is there and hidden feature / option to display seconds? Always?

I need to dive into precise time calculation and monitoring on the level of seconds. As it stands, Salesforce is managing internally seconds for DateTime. But - and this is very sad - the entire UI ...
1
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1answer
29 views

Is Aura not compatible with require.js?

After the update to Spring'15 I noticed, that behind the curtain somehow Aura is now used to include report-charts on standard page layouts. In Winter'15 the report-chart were loaded differently (I ...
0
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1answer
25 views

Related List names are differ on Standard and Custom objects

I have custom object tabs which appears as a related list to standard Account and some of the custom objects. However on Account, related lists are displaying correctly but not on the custom objects. ...
1
vote
1answer
15 views

Page layout navigator

I am curious is there an app that can navigate through fields and give detail meaning on each field. I kinda need this for new people who are working on Salesforce to help them better understand the ...
1
vote
1answer
64 views

Adding a button for every record in a related list

I want to add a button which apply a brief update in a record in a related list. As far as I've searched, there is only the possibility of adding a custom button/link in a related list table. ...
0
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2answers
36 views

Related List Master Detail Objects

I have created custom object with Master Detail relationship to parent account object. 1) I have set the permission on the detail object to read view all for the user profiles 2) I have added the ...
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0answers
43 views

Vary Field Label by Record Type or Page Layout

I currently have a requirement that for a field we have on an object, the label shown to the user is different depending on the page layout or record type. I can't find any way to change a field ...
1
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0answers
32 views

Customize visual workflow UI screens by using customer logo/branding and css

Is there a way to customize visual workflow UI screens by using customer logo/branding and css style sheets to change look and feel of UI screen? Please point me to some sample code/application?
1
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2answers
17 views

Add canvas app to layout of all object

How can we add connected canvas app to layout of all the objects like account, opportunity, custom objects etc. Currently I have to go to each object, edit layout and add canvas app. Also, If ...
2
votes
1answer
80 views

Is there any way to add lightning component to a page layout?

I need to add lightning component to opportunity page layout. Like mobile cards. Is there any way to add lightning component to the page layout?
0
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1answer
32 views

Hide/unhide sections based on the Account type pick list

I am new to Salesforce and came up with a problem regarding the account page layout On the account detail we have the account type based on : client, supplier and customer. When it comes for the ...
1
vote
1answer
41 views

link/Button which move to relevant section on page

Aim – To add an anchor link called “AUM link” in the Section called“Operational. Section "Operation" is on the Account object and on the pagelayout "Client". Once you click on link i want it so it ...
1
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1answer
27 views

How can I see if a page layout is used?

I am currently tidying up my salesforce org, and I wonder if some page layouts are actually used? Is there a way to check that? Tia.
2
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2answers
28 views

How to remove custom image buttons from Salesforce1 page layouts

I have built some customized image buttons (formula fields) in Salesforce that work great on the desktop but do not work at all on Salesforce1 and are not necessary anyway. Can certain fields be ...
2
votes
1answer
34 views

Can we assign same fields to different page layouts. How can we achieve this requirement

Can we assign same fields to different page layouts. How can we achieve this requirement. I have created few fields and assigned one page layout ( Account Lead), Now i want to assign the same fields ...
1
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0answers
46 views

How to create different page layout for dekstop and defferent layout for salesforce1 app?

I have create a page layout for mobile and different page layout for dekstop.But when I set it on page layout assignment it will affect for the desktop page also. Where can we set one page layout for ...
1
vote
2answers
90 views

Saving a visualforce page embedded in Page Layout of Account object redirects abnormally

I have a VisualForce page inline1 embedded in Account page layout. While hitting the save button in the visualforce page it redirects to some other url : ...
1
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2answers
43 views

Different Page Layouts from picklist

I am trying to create 2 different Page Layouts depending on picklist. For example. 1.If One value from that picklist is selected Active or Active with Dev. Work Only Then the section Publisher ...
1
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1answer
38 views

Is it possible to have different UIs for dekstop and salesforce1 when creating a record on opportunity?

I'm going to create a new mobile UI for opportunity creation page. And I need to reduce some fields on opportunity page in mobile but not in desktop page layout. Is it possible to do that?
0
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1answer
63 views

How to change page layout with my application

I created an application which has a layout in its package, I want to apply the layout for contact page I know we can change with layout assignment in Customize, But how can i assign layout to profile ...
1
vote
2answers
164 views

How to get Mini Page Layouts which contains Related Lists?

I'm trying to add mini page layout to some results I query (Cases, Tasks, Notes ....) I want to have the same results as below when I hover a object on my vfp I tried to use LookupHoverDetail but it ...
1
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0answers
32 views

Salesforce1 - Inconsistent layouts for new record

I am using v7.0 of Salesforce1, wit a sandbox org which is on Winter 15. There seem to be two ways to create a new object. For example, for Accounts, I can do one of the following: Click on the ...
1
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0answers
39 views

Unable to Call Hidden Field in a Workflow Rule Formula [closed]

I have a field on an object that is populated from an external database via the data loader. It is not added to any page layout, but it is visible for all profiles in field level security. I would ...
1
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0answers
30 views

Need help creating a new case record type and page layout for internal SFDC support requests

I'm preparing to create a new case record type and page layout so that I can track and manage the long lists of requests that I receive for my Salesforce org - (presently I'm a solo admin). I know ...
1
vote
1answer
49 views

Custom Pagelayouts vs Visualforce pages

To save/edit values in a custom object which should be used -custom Pagelayouts or visualforce page and why? what are the pros and cons of both?
0
votes
1answer
49 views

Can we display parent object details in child object's page layout?

I need to display parent object details on a child object's page layout once it creating.Not after creating. And we need to do this without creating a visual force page. Can you please let me know is ...
2
votes
2answers
305 views

“FeedItem-Feed Item Layout” preventing profile deployment

Googled my problem and found the exact problem but with no answers. After the upgrade to Winter '15 / Package.xml to 30.0, there are errors on my profiles Error: ...
4
votes
1answer
620 views

Salesforce Lightning Component - Add to a Page, not an app

Whilst trying out the Salesforce lightning developer guide, I have noticed that it's not saying anything about adding a lightning component to a page. At Dreamforce, I followed a couple of sessions ...
0
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0answers
29 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 ...
2
votes
1answer
95 views

How to achieve Show a field in page layout Based on Status

I would like to Show a field in page layout Based on Status. "Approved date"(Date data type) field to track when Status is set to "Yes" or "Rejected Date" field to track when Status is set to ...
3
votes
1answer
133 views

Conditionally Display Custom button on Standard Page Layout

I want to show/hide custom button on a standard page using picklist value. I searched on google and found many solution using JS Hack. But in Sales force Summer 14 version they remove show HTML from ...
1
vote
0answers
37 views

Highlights panel visible during record type selection

I am able to see a blank highlights panel (or space) while creating a new case in the console. The blank highlights panel is visible on both screens - selection of record type and the edit page while ...
1
vote
1answer
445 views

Displaying a list from a controller on a Visualforce page

I am trying to collect all of the cases that the user saves and display them in a queue at the top right of the page so they can tell which cases have already been completed. I have put a method ...
1
vote
1answer
457 views

Remove or Hide New task/New Event button from Activity List View

I need to remove or hide New task/New Event button from the standard Activity List View. I want to show users the list view but do not want any user to create a Task/Event from that view. Is there any ...
0
votes
3answers
159 views

Prepopulate custom field in Contact Object Based on its Related Account Object

We have a custom field named "Region__c" in the account object. The same field is also present in the Contact object. When we select an account form the contact edit view we want to populate the ...
5
votes
2answers
595 views

Is there any way to have a formula field displayed on Standard Edit Page Layout?

I use a Standard Page Layout (Account, Contact etc). I use standard page edit view to edit and update object (like this) On Standard Display View Layout I use Formula field to display Location (as ...
0
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1answer
51 views

“Edit” Layout Multi-Select Picklist Width

When in Edit mode on my Account object, multi select picklist lightbox are not the same width. This is causing my page layout to get messed up. What can I do about it?