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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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 ...
2
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1answer
19 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
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1answer
33 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 ...
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0answers
17 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
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1answer
41 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 ...
0
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1answer
39 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 ...
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3answers
35 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
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2answers
146 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 ...
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1answer
24 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?
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1answer
29 views

Changing the display on a Visual force page

I need some help I have created a tab called “Other” and the content is looking a VF page called “Other Tab” My VF page is the following ; <apex:page > <h1>Link to : </h1> ...
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1answer
37 views

Different page layouts depending on Picklist value

I have a requirement where I have to display two different Page layouts of Contact depending on a field's Picklist Value. Contact will always be created by a System Administrator so I cant assign ...
2
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0answers
23 views

How to enter Seconds into Datetime fields using the standard UI

Say you have a datetime field Start__c on a pagelayout. Now try to enter a date (we have DE locale enabled, but should be similar in EN): 31.08.2014 14:53 ==> works 31.08.2014 14:53:38 ==> doesn't ...
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26 views

Custom object doesn't have a RecordTypeId field, but has available record types

I have a custom object that doesn't have a RecordTypeId field. I expected the object to have a RecordTypeId field, especially since it has an available record type ("Master"). Am I wrong from for ...
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1answer
33 views

Show custom object ,not immediate child in Account's related list

I have to show custom object HCP Depth Tracker in Account's related list.It is having Account reference.It's child of Depth Tracker object which is immediate child of Account.My approach is by ...
1
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1answer
29 views

Is it possible for a field to be read-only in the metadata, but update-able in a layout?

Using the REST API (v31.0), I can get the metadata for an object and look at the fields for that object. { fields: [ { ... updateable: false, } ] } Buried deep within the ...
3
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1answer
59 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
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1answer
34 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
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1answer
19 views

getting layout of user using API

I am using this link to get the layout. I am using a REST client, Here is my request https://ap1.salesforce.com/services/data/v28.0/sobjects/Global/describe/layouts/ Authorization: Bearer ...
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1answer
41 views

Hide related lists on Contact depending on a picklist value

I have a picklist field on Contact 'Group' with values A and B. My requirement is if select 'A' , all the related lists of Contacts should be visible but if I select 'B', all the related lists (the ...
1
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1answer
50 views

Task Layout panel not showing on the edit task page

Im trying to modify some functionality in my task object. I need to show a panel with a custom visualforce page on the edit task page, here is some of my code: Controller: public with sharing class ...
3
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1answer
290 views

Dynamically resize VisualForce section in page layout

We have a page layout for a custom object and want to put a Visualforce page as a section in it. However, the height of the content varies, and when I drop the section in, there is a large white space ...
1
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1answer
15 views

Can I add any image other than a banner logo to the Click & Pledge donation page?

I'm attempting to set up a custom donation page but I want it to match the format of our current donation page. Ideally there would be a logo banner (which I do know how to create in C&P) and ...
1
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1answer
33 views

Determine which layout to render for objects having no recordTypeInfo

In a previous question, I had asked how to determine which layout was correct to render for a user, based on the organization's security and the user's profile. The answer was to use record types to ...
3
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3answers
229 views

How to mimic the look of a standard detail page in a VisualForce page

I have a standard Account detailpage, where I want to add a small VisualForce part in a column on that page. So I created a VF page that looks like this <apex:page standardController="Account" ...
5
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1answer
76 views

How to determine which layout to render

Question: How should I determine which layout to render for an object? From my research, I think this can be done by looking at the RecordTypeId for an object, and then querying the layouts to find ...
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1answer
37 views

What happens when viewing an object that has a record type you don't have access to

I have a custom object named Assessment that has a RecordType field. What happens in Salesforce if I create an Assessment with a RecordType that others do not have access to (based on their profile). ...
2
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1answer
28 views

Can We able to make Parent fields visible at child pagelayout?

How to show four of the Parent fields at child layout?
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0answers
19 views

Hide custom button in Standard Pagelayout [duplicate]

I know that we can hide the standard page button using HTML area home page component. But as per summer 14 release, unsupported html, javascript functions will be disabled from summer 15 and old ...
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4answers
29 views

Limit hover help on field to single page layout; don't show on other page layouts

I was wondering if it's possible to display an help text linked to a field to one page layout only. I need to use a different help text according to the page layout. Would it be possible?
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3answers
93 views

How to add a Custom Button in Contact Standard Page

How can i add a Custom Button in Contact Standard Page like the Pic belows shows or where can i get the Default Contact Pagelayout to rebuild it ? Thanks for Help!
2
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1answer
36 views

Add phone field to opportunity page layout?

Is it possible to add a phone field to the Opportunity Page Layout? Screenshot of me trying. No phone fields available - http://screencast.com/t/Uj4lgBEWTcS​ I don't think that it is possible. I ...
3
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1answer
245 views

Set outputPanel height relative to size of page

I have a visual force page that I will be adding to a contact page as an iframe. In this visual force page I am using an outputPanel with a set height for overflow. I can just give it a set amount of ...
2
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2answers
42 views

How do I find “Global-Global Layout” to change its name?

Trying to install a package in my sandbox, but it keeps giving me the following error: The name "Global-Global Layout" is already used on component type: Page Layout. Please rename existing ...
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0answers
46 views

Page Layouts - assign different default values to fields

I am working on a project that has 3 different page layouts for an object. All 3 page layouts have 3 fields, a date field, picklist and text field. This is what I need: Page Layout 1 Date : formula ...
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2answers
199 views

Add a button on User detail page

How to add my custom button on User detail page? I've created a VF page with User standardController. I've created a button in "Edit User Custom Button or Link". This button appears in layout. But I ...
2
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2answers
127 views

To Record Type or Not to Record Type

Here's my issue: We have a customer object that we sell. we call it "License". There are 2 types of these licenses: Network and Single. Each of these, have it's own record type today. (that's 2 ...
2
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1answer
27 views

Can I send a user to an edit page which, when they press Save, will send them to the detail page?

Related: Can I send a user to a standard layout edit page at the end of a wizard? I have implemented a wizard that sends the user to the standard edit page at the end of the wizard. It's working ...
2
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1answer
28 views

Can I send a user to a standard layout edit page at the end of a wizard?

I want to do something that's been asked about before, but I am going to give some more reasoning in case I'm missing a better solution. I am developing a package. As part of this package, there's a ...
2
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0answers
16 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 ...
1
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1answer
269 views

Use OutputLink to direct to an Account's page within Inline Visualforce Page

How can I use a output link that would display the name of an account and when clicked would direct the user to that account's page? Here is what I have so far <apex:pageBlockSectionItem > ...
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1answer
200 views

How to override lookup icon in standard page layout

We need to override lookup icon in standard page layout and customize logic by ourselves. Anybody knows how to solve this?
2
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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, ...
2
votes
2answers
97 views

Custom Field not visible, event when added to page layout

Rather new to Salesforce here, trying to set up some automated object and field creation through the SOAP API. Making a new custom object is no problem, making a new custom field is no problem, and ...
1
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1answer
57 views

Issue with Javascript button updates

I have a few custom buttons that we place on our page layouts that are Javascript buttons. These update a few fields on the record. I successfully created some but I am having an issue with the last ...
4
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1answer
188 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
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1answer
52 views

Possible to use a formula to change field used to choose a record on lookup dialogues for Products?

I have the need to change the field that is clicked on to specify a particular record on the Product lookup layout. I can create a custom page if need be but I am curious if there is a way to use the ...
1
vote
2answers
225 views

BootStrap css is not working having showHeader=“True”

I create a VF page using the BootStrap CSS library and everything works just fine if the showHeader is equals FALSE. But If I try to include bootstrap in a vf page with showHeader="True" salesforce ...
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0answers
46 views

How to edit mode, can create a new record

My problem, I would like saving an edit mode don't update a records but create a new record. This is to keep a history of modifications. I can't find a solution. Should be create a relationship ...
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1answer
100 views

How to remove “My settings” from user menu?

Attempting to remove "My settings" from user menu, this is what it looks like: Is this possible, and if so, how?
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2answers
92 views

How to remove “Reports” & “Tools” from the Contact, Account, & Opportunity homepages?

Attempting to remove the "Reports" & "Tools" items from the homepages of Contact, Account, & Opportunity - is this possible, and if so, how?