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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0
votes
2answers
13 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
14 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
24 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
62 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
17 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
23 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
13 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
24 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
36 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
99 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 ...
0
votes
1answer
57 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
26 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
50 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
199 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, ...
1
vote
1answer
69 views

How to Add a Conditional Attribute in a Visual Force form?

I have a VisualForce form that includes a phone number input. I want to turn off Autocomplete on this input based on an incoming URL parameter. This is what I have now: <apex:inputText ...
0
votes
1answer
89 views

Use standard layouts in visualforce edit pages

Does anyone know if it is possible to embed in edit mode a standard page layout in a visualforce page (in edit mode)? I've also tried the opposite, embed a visualforce page into an standard page ...
1
vote
2answers
99 views

It is possible to hide/show a custom button?

I have created a custom button for creating a contract from an opportunity. I would like to hide this button unless the opportunity stage is equal to Closed/Won. Is that possible? How can I implement ...
0
votes
1answer
69 views

Related list is missing from page layout

I've linked Cases with custom object using lookup relationship. However the custom object page layout is missing the related list. What am I missing?
2
votes
1answer
359 views

Mouseover popup (Mini page layout) on related list

The mini page layout is a nice feature, but it is not consistent. Example: it seems to work for lookup fields on custom objects and when hovering over custom object records in the Recent Items (left ...
3
votes
1answer
35 views

exclude button from page layout in package doesn't seem to work

I have a managed package where I've updated the standard page layout for a custom object to exclude the New button from a related list like so: <relatedLists> ...
3
votes
1answer
53 views

Adding or removing a text field depending on pick list value

I am very recent to salesforce.com so i don't have much idea about it. I have a requirement in which requires that a text field be created or removed depending on a pick list value. For example I have ...
0
votes
4answers
123 views

want to make a field read only when i selected a picklist value

I am having an Opportunity object there is a field named "stage(picklist)", when I selected "selected won" from picklist "amount" field must become "read only"
2
votes
1answer
35 views

Are required fields added by default to a new page layout?

Are all required fields added by default to a new page layout or does it add only a certain set of fields?
0
votes
2answers
71 views

required field only for some users

I have a required field that only needs to be required for some users. (not all) At this time, I have written a validation rule that will only do the validation for the users that I want. The problem ...
3
votes
2answers
67 views

Is there a way to find required fields on an objects?

Is there an easy way to find the required fields for an objects? Is page layout the only way to see visually what fields are required for an object? I am looking for a GUI tool not code.
0
votes
1answer
435 views

google map integration of visualforce page need to display in record

i have designed VF page for google map integration and now i wan to display in lead record.. i added it from page layout but its not displaying in record.. Please help.. VF code: ...
1
vote
2answers
61 views

disable save button in page for particular stage

Hey guys look at my scenario I have a stages(picklist field) in custom object. Requirement is i have to enable my save button only when the stage is 'completed' if the stage is other than 'completed' ...
3
votes
2answers
35 views

Field Value Not Showing

I have an issue viewing the phone field on the contact object. There is a value for phone on both the account and contact. I can prove this by pulling both fields in a report, on a given record. The ...
3
votes
1answer
80 views

Can an Inline Visualforce page be hidden by security?

I'm working on a requirement which speed up my deployment process. I have 40 page layouts what I have to update in a production environment. Ideally I'd like to add a new inline visual force page to ...
3
votes
1answer
70 views

Tooltip Not Displaying in IE9 for Embeded Visualforce Page

I have a very simple Visualforce page that I have added to a Case layout. <apex:page standardController="Case" > <a href="#" title="tooltip title" >hover here</a> ...
1
vote
1answer
44 views

Chatter posts - customise layout

Is there an option to roll-up or hide individual Chatter posts? For example in my Chatter feed, I see chatter posts on cases I work on, however, when I have responded to a chatter post on a case, I ...
1
vote
1answer
38 views

Account Section deploy to Production

I have created one secetion on the Account Object.Section name is "Account Order Info",In that secetion I have attached to one VF page in sandbox.Now my question is how to deploy the my section to ...
6
votes
1answer
74 views

Modify “New” Object Layout through Lookup

When using a Lookup field, you can create a new object utilizing the "New" button. My first question, what is this functionality called officially by Salesforce? Can you turn it off? Secondly, ...
2
votes
1answer
70 views

View Custom Object Field on Account Layout

I've created a custom object, customObjectA. One of those fields in the object has a Account(lookup) and another text field, lets call it fieldA. I'd like to have fieldA appear on the Account layout ...
2
votes
3answers
328 views

HIghlights Panel not showing up

I have turned on the highlights panel by going to page layout properties and also added fields on the highlights panel, but fields are not showing up on the console. Are there any more settings to do? ...
3
votes
1answer
36 views

How to test my app inside Free Developer Edition

Hi i am new to Salesforce and I have developed a custom app but i can't figure out how to test it inside developer edition. I am using SalesForce Free Developer Edition. And in my custom app i have ...
5
votes
2answers
50 views

Change contact name display

I would like to change the contact name that shows on the top of the contact page. The spot where the picture shows as well as the links to linked in, twitter, facebook, etc... It is above the ...
3
votes
2answers
50 views

How to display meaningful information from an object in the text box?

I have an object A, which has a lookup reference to object B. Object B contains RecordId as the Name, which also happens to be an AutoNumber. So when I edit object A (using standard layout) and ...
3
votes
3answers
215 views

Deploying page layouts

This is probably a quick question : Some of our page layouts have been changed directly in Production. We now would like for them all to be in synch with our sandbox. The differences will mostly be in ...
2
votes
1answer
109 views

How to get PageLayout Section Lable Name in Salesforce?

I am having a Account Page Layout. It is having 4 sections: MySection (Inline Visualforce Page), Account Information, Address Information, Additional Information I want get only names of above 4 ...
2
votes
1answer
118 views

Remove 'Create New Case' button from Community

I have sandbox where community is enabled, and Case tab added to the community. When we click on Case tab list of Cases getting displayed and also a button on top with name 'Create New Case'. My ...
3
votes
1answer
188 views

Inline VF page/section not visible on pagelayout

I have an inline VF page section on account page layout. The same inline VF is visible on IE and Mozilla. I am very sure that I am not missing anything on the access front, since the same inline VF ...
2
votes
0answers
57 views

Alternative page layouts for Chatter Mobile

I am customising a version of Salesforce, and our 'Contacts' have quite a lot of fields associated with them. While this looks fine on a Desktop, it is a bit overwhelming to users on the Chatter ...
4
votes
1answer
114 views

picklistsForRecordType in REST API

Version 29.0 of the REST API includes an attribute for picklistsForRecordType in the response to /sobjects/<object>/describe/layouts, but it appears to always be an empty array. Is there a way ...
2
votes
1answer
52 views

Indentify if page is loaded embedded or not

How to find out if page is loaded as embedded into page layout or directly by url? If it is not possible to find in serverside, is it possible to find out in Javascript? I need different Javascript ...
3
votes
1answer
225 views

Customizing the Detail Account Page

i am asked to create a customize standard account page and to add a component as shown in figure he want to show some logos in account information as shown in the image.is this possible and how to ...
2
votes
1answer
76 views

How to override a standard link in Salesforce

i have to override a standard link in Home Page layout .My screenshot of Home page layout is i want to open my visualforce page when user click on link on left bottom Approve/Reject link.How to ...
7
votes
3answers
244 views

Embedding S-Control (Javascript) in section header of standard page layout is not working anymore

Salesforce Critical update :- https://eu1.salesforce.com/help/doc/en/salesforce_spring13_release_notes.pdf, page 88 which is Critical Update for rendering custom section names on page layouts is ...
3
votes
1answer
224 views

Very Odd Related List Behavior

I have a very odd issue that I think must just be due to some interface setting that I am overlooking, but for the life of me I can't figure it out. I have two users in an org, they both have the ...
1
vote
1answer
195 views

Case Assignment Rules

Can we trigger the Case Assignment Rules on the creation of the Case? We are trying to avoid having to edit the case and checking the checkbox "Assign using active assignment rules".