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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1
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0answers
10 views

Control on fields restrict in detail page

Is there any wayout to restrict profiles to edit fields from detail page other than FLS and Page layout? I don't want to have a separate page layout for above case. Also can't change by FLS because ...
0
votes
1answer
12 views

How to hide recent item from recycle bin layout

I want to hide recent items from page layout. I made changes on home page layout, the recent item get hidden from the home page. But I click on the recycle bin all the recent items are getting ...
3
votes
1answer
20 views

Dynamically resize specific iframe on page layout

I have 2 visualforce pages that will only display data if a certain condition on a Campaign is met. Otherwise the space I allocate for them is just whitespace. I have looked at this question and have ...
2
votes
0answers
13 views

Cannot hide “Attach to Case” action in Article Case Feed tool

In the console, the articles displayed in Articles Case Feed tool has two actions, "Email article as a PDF" and "Attach to Case". I can control the "Email article as a PDF" action by ...
0
votes
2answers
33 views

Hide / Show custom button on same pagelayout based on profile

Can I Hide/ show a custom button on same pagelayout based on profile? Please let me know if that is feasible.
0
votes
0answers
57 views

Visualforce page with Standard Page Layout on New Record

I've turned the interweb upside down looking for an answer to this issue with no luck. Use Case We are developing a Managed Package app Users are high-frequency data entry operators Users don't want ...
1
vote
1answer
28 views

Custom List Button on Product object is not appearing in the related list

I created a custom List button on the Product object : and added to the list view: But I don't see the button on the Opportunity Product related list section: Could some body please help on ...
0
votes
1answer
34 views

Dynamic Visualforce page for all SObject and include it in page layout?

As far as I know, a visual force page is tied to only one SObject by declaring <apex:page standardController="Case"> </apex:page> Is there any way for a visual force page to be dynamic ...
5
votes
3answers
127 views

Prompt before saving record

I have a requirement where if a Case is saved without a value in a field, the page needs to prompt the user if they are sure they want to save. This would need to be on a standard page layout. I was ...
2
votes
1answer
49 views

Highlighted Fields section is displayed twice in the console

I have created a custom button to create a PDF and save it to the case Attachment. When the button is clicked, the PDF is generated and saved to the Attachments, but the issue is when the page is ...
0
votes
0answers
26 views

Contact layout sections displaying in newly created page layout

We have created a record type(Customer Groups) and a page layout(Customer Groups). And assigned the new page layout to the "Customer Group" record type in Pagelayout Assignment. However, when we ...
0
votes
2answers
38 views

Customizing Action links on relaed list

I have a visual force page which displays Ticket related info. i have got related list which disaplays related activities. <apex:tab label="Ticket Task" name="OpenActivities" ...
0
votes
2answers
28 views

Custom Button on Campaign History

I want to create a button for the Campaign History related list on the Lead page layout. I am able to create such a button (Customize -> Campaign -> Campaign Members -> Buttons and Links) and set the ...
0
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0answers
23 views

Hide fields from Contact Layout

Contact OWD is "Public Read Only", we have requirement to hide phone and email field from detail page layout. how to achieve this?
1
vote
1answer
23 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
1answer
83 views

Error : You must enter a value

All users in my org are getting below error for required fields inspite of filling required fields using magnifying glass lookup icon and trying to save a record on a Standard Pagelayout. These two ...
0
votes
1answer
27 views

Custom Button to update Record Type and open in Edit mode

I have two record types on Opportunity. Stage 1 and Stage 2. I would like to use a custom button to update an opportunity Record Type from Stage 1 to Stage 2 and open the current opportunity in edit ...
3
votes
0answers
37 views

Updating page layout when package installed

I'm developing a managed package and I have some custom fields of "Lead" sobject included + custom lead layout. I want to automate it all for user. Is there any way to: replace default layout, add ...
2
votes
1answer
30 views

Update Opportunity Page Layouts per each Opportunity Stage

I have two Opportunity Stages. Stage A and Stage B. When I move from Stage A to Stage B, I want certain fields on the page to appear and certain fields to be made required (that were not originally ...
1
vote
2answers
37 views

How does the default contact name field on case work?

There is a default field on the Case object that uses a lookup on Contact to display the contacts name. I need to make a custom field on Case that displays a custom text field from the Contact ...
0
votes
1answer
33 views

Is there a way to restrict the buttons on a standard page to be top only

Was wondering if there is a way to show the button on a standard page to be available only on the top of the page instead of displaying both and top and bottom of the page. Thanks
1
vote
1answer
59 views

how to un-check read only in field properties - page layout

How to un-check read only from page layout (field properties)? please see the screen shot.
3
votes
1answer
59 views

Why won't my component show up in the layout editor

I made a component that I wanted to add to the Account layout, but in the layout editor, it doesn't list my component under "Components". What's going on? How do I get it to show up?
0
votes
2answers
31 views

Hover Details on related lists

From what i found the salesforce hover details feature (pop up to show details of object on another objects layout)(User Interface > Enable Hover Details) does not work on related lists. It works ...
3
votes
1answer
46 views

Field universally required, what happens in the Page Layouts?

I have the following code. Account a = new Account(Name='Doria Account'); insert a; It returns me an error because the field "Industry" is required. What is weird is the fact that in the Page ...
1
vote
2answers
76 views

Change the page layout for the Product Home Page

I've been searching for how to do this for a couple of hours; and getting quietly frustrated. I have created a simple app which lists products. I don't need to use price books, opportunities or ...
1
vote
1answer
145 views

Display an error message on standard page

I have a class which i called from a custom button to send the record for approval. Before sending the record for approval I need to validate the record values and if any error is there I want to ...
1
vote
2answers
97 views

Unable to cast type Metadata to type Layout

Does anybody have an idea why i get the mentioned exception on the following line of code: Layout layout = (Layout)service.readMetadata("Layout", new string[] {"Object__c-Object Layout"})[0]; ...
0
votes
2answers
83 views

display an error message on Page Layouts?

How can I display an error message in a Page Layout, not in Visualforce?
2
votes
2answers
67 views

Validate a decimal number typed with thousand separator

We've defined a custom field in our Tasks that is defined as a Number(8,4), our regional configuration is set to Spanish(Chile) where the thousand separator is period (.) and the decimal separator is ...
5
votes
2answers
191 views

Can I hide a custom button on standard page based on some field value?

I want to hide a standard or custom salesforce button on standard page. I don't want to use record type based layout to do that.
1
vote
1answer
31 views

How do I edit the 'Contact Edit' page layout

I want to add a middle name field to the Contact Edit page. While I can edit the Contact Detail page layout, I can not find a way to edit the page layout for the Contact Edit page.
1
vote
2answers
54 views

Prepopulate fields in edit mode and passing security review

I'm looking at publishing an application on AppExchange - most of this application is built using point-and-click, no APEX was needed for the first releases. There is a couple of fields that I want to ...
0
votes
0answers
53 views

Default Submit for Approval button?

I created a custom object. I have not created any approval processes for this object but for some reason, there's a Submit for Approval button showing up while viewing a record for this new object. ...
0
votes
1answer
33 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 ...
0
votes
0answers
36 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
votes
2answers
46 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
votes
1answer
14 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 ...
2
votes
1answer
103 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
votes
1answer
44 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
vote
1answer
57 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
vote
2answers
60 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 ...
0
votes
0answers
53 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
3answers
783 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
votes
2answers
132 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
vote
2answers
188 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
vote
1answer
39 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
vote
1answer
58 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
votes
1answer
47 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
18 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 ...