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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2
votes
1answer
15 views

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

How to show four of the Parent fields at child layout?
1
vote
0answers
17 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 ...
1
vote
2answers
18 views

Help Text - New Field

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?
1
vote
3answers
43 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
votes
1answer
21 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
votes
1answer
54 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
votes
2answers
30 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 ...
0
votes
0answers
20 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 ...
4
votes
2answers
118 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
votes
2answers
97 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
votes
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
votes
1answer
25 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
votes
0answers
13 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
vote
1answer
59 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 > ...
0
votes
1answer
62 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
votes
2answers
17 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
2answers
48 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
vote
1answer
29 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
votes
1answer
83 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
35 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
1answer
53 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 ...
0
votes
0answers
32 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 ...
0
votes
1answer
42 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?
1
vote
2answers
40 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?
2
votes
0answers
45 views

Force.com App Menu, Removing “AppExchange” & “Developer Community”

As an Administrators I am attempting to modify the Apps accessible to profiles via the "Force.com App Menu" - here is the process I am using: Goto Administration Setup -> Manage Users -> Profiles -> ...
1
vote
1answer
20 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 ...
0
votes
0answers
10 views

Adding Asset to console view

When I create a console view (Setup | Build | Create Apps) and I add the Asset object to the console, when I launch the console view the Asset view is blank. Is this a bug on the asset object or am I ...
0
votes
0answers
9 views

Asset tab page layout is embedded

When I click on the Asset tab in Salesforce I get the page embedded in another page, is there any way to prevent this?
1
vote
1answer
45 views

“New Contact” missing from publisher actions

I am currently attempting to change the publisher actions available on the "Account" object. I want to edit the action layout for new tasks, however to do this I have to remove the "mobile smart ...
0
votes
1answer
124 views

How to disable Feed Based page layout on Accounts

For the person account layout in my org, the feed based layout is enabled. I want to disable it and revert to the standard layout which we were using before. Any idea how to do this.
4
votes
1answer
74 views

Make a button on a layout be visible only to a specific group of users

If I want a specific field to be visible only to a specific user or group of users on a layout, I set up field-level security for this field. I want to be able to do the same for my custom button ...
2
votes
1answer
23 views

Modifying existing pagelayout

How can I modify an existing page layout so that the page layout assigned to managers display Cases Acitivity History Notes and Attachments Partners If the page layout is assigned to sales rep those ...
1
vote
1answer
109 views

close case layout not showing for closed case

When closing a case I don't get redirected to the Closed Case layout. I have selected the 'Closed' status as Close in the picklist values and assigned the Close Cases layout to the users. Any idea on ...
3
votes
1answer
168 views

Standard object page “not supported on mobile device” in Salesforce1

In a bit of a bind here. I have just created a new, totally standard custom object in my Spring'14 DE, and added three fields to it with no problem (lookup to contact, number, text). I assigned it a ...
4
votes
1answer
123 views

Salesforce1: Compact Layout vs Page Layout

I'm reading the official doc of salesforce1 but I'm not able to find this Can I set salesforce1 to use a compact-layout when a record is open in mobile or user a page-layout when it is open in a ...
3
votes
0answers
59 views

Custom Buttons on Feed Views

Does anyone know why the custom buttons on the new Feed View Layouts released in Spring '14 all collapse into one button when viewed on the left panel or right panel? It is such weird behaviour. ...
0
votes
2answers
25 views

How Can I made Compulsory User Look up field on my Custom Object Page layout

I have Employee Custom Object who will be having his/her own User credentials, so I want to add Lookup of User on Employee Page Layout which should be compulsory / required field.
2
votes
0answers
18 views

Search layout lookup dialog REST access

I am able to look up search result search layouts via REST using the /search/layout/q=Account endpoint. But I would like to also read the lookup dialog search layout, like what you see on the web ...
4
votes
1answer
73 views

Getting Page Layout associated to a Profile/RecordType

Is there an object we can query to know which page layout is associated to a particular Profile/RecordType match?
2
votes
1answer
83 views

How to use more than 80 characters in pageLayout section Name

How to use more than 80 characters in page layout section Name in sales force
1
vote
1answer
19 views

Can we include a “Section” in either managed or unmanaged package?

I have created an unmanaged package. I am wondering if a "Section" (the sections which we usually created in "Edit Layout") can be included in a package? Or do we have to create a section manually in ...
3
votes
1answer
50 views

Allow One User to Edit A Field

Our business rules require that the opportunity probability field be linked to the Opportunity's stage. Users can choose the stage, which automatically updates the probability, but the probability ...
1
vote
0answers
25 views

Partner unable to send email from a case

I have a partner portal user that, although the page layout assigned to their profile and record type that they are using for the case contains the email section (which by the way on the page layout ...
1
vote
1answer
32 views

Reading page layouts via REST returns 500 error with UNKNOWN_EXCEPTION error code for certain sobjects

It seems to happen mainly on 3rd party plugins, but it is only happening on a small minority. Here's an example sobject from a Conga plugin: "APXTConga4__Conga_Composer_Settings__c". SObject describe ...
1
vote
0answers
70 views

Why would describe layouts endpoint return ENTITY_IS_DELETED error

I am working on a project that uses OAuth against SF via REST on behalf of users from a variety of organizations. For one of our users, I am able to call SObject describe on their Account object and ...
5
votes
1answer
434 views

Is it possible to override a standard page layout in edit view with a custom visualforce page?

Example: I have created New Case visualforce page for external users. After they create a case using this New Case page and try to edit the case, it displays the standard page layout in edit view. I ...
3
votes
1answer
181 views

Hide the standard salutation field from the contact layout

I want to hide the salutation field from contact layout (Mr, Mrs, Ms). Just First name and last name should be visible. can you please help me with this. Thanks.
0
votes
1answer
36 views

Tabbed Accounts and Salesforce1 - Must they not work together?

With a long chatter feed your Account page may inolve lots of scrolling, or hiding the feed (defeating the point of having it!) To the rescure, this old gem, tabbed Accounts! ...
2
votes
2answers
85 views

Control custom field formatting on layout page

I've few custom fields on Account object, which user will drag on to the Account Layout page by customizing it. I'd like to control the formatting of these fields on the layout. For example one of ...
4
votes
2answers
649 views

Custom Buttons conditional display

Is there a way to conditionally control the display of custom buttons? To be more precise, let's say I have a button which should be visible only if Field1==X. If the button is added to a page layout, ...