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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21 views

Removing all buttons on related lists across all page layouts through the metadata

I need to remove all buttons on related lists across all page layouts. I work with the metadata as this is a package with releases, so ultimately, I need the changes reflected in the .layout files. ...
1
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1answer
30 views

Standard contact field not visible on user object

I have something to do with the standard contact field on user object but when i go and try to edit the layout it doesnot give me any options for standard field. Altgough i am getting options for ...
0
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1answer
16 views

QuickAction button not visible for a user profile

I created a custom quickAction on Case object and placed it on a Case page layout(lets call it testLayout). For that case record type and a user profile (let's call it xyz), that page layout ...
0
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1answer
14 views

Create Case feed layout from a regular page layout

I have a normal Case page layout (by normal, i mean its not a feed layout). Is it possible to get a feed layout from that just by cloning? I tried cloning it, but what you get after cloning is also a ...
1
vote
1answer
19 views

Different page layout on mobile devices

Is it possible to show one page layout if the user logs on via the website, and another layout if the user logs on via Salesforce 1? I only found instructions to assign a mobile layout to a user ...
0
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1answer
15 views

How to Adding Activities under “Activity History”

i would like to add below buttons on Activity History related list for a specific profile user. Log a Call Send an Email Request Update can any one help to achieve this requirement. Thanks in ...
1
vote
1answer
20 views

Easy method/tool for determining unassigned page layouts?

Poorly maintained SF instances can end up with a lot of clutter: case in point, page layouts. In my new org there are dozens for each object, along with dozens of record types. Many are outdated and ...
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0answers
36 views

Validation Rule not shown on Standard Page Layout when Update from APEX

I am having issues showing a custom Validation Rule Exception on my Standard Case Page Layout. The scenario is that I have a custom button on the layout which calls a Webservice method in a custom ...
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0answers
29 views

How to customize email page

Is there a way to customize the email page for emails?
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1answer
40 views

How to enable “From <email address>” on Send an Email page

I need to edit the Send an Email page layout. System admins see a different view than our sales team and I need them to see the same view. I do not see an email page layout. Where can this be done? ...
0
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1answer
23 views

Create Record Type without discplay on the Select Recordd Type Page

I want to create two record types but don't want to display them on the select record type page. Basically client requirement is to diplay the approval history Related list only if picklist value ...
1
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0answers
21 views

Override Standard Documents Home Tab/Document Detail Page

Is it possible to override the Documents home tab or Document detail page's buttons, links, and actions or page layout? Salesforce describes how to override standard buttons and tabs here, but this ...
0
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1answer
20 views

Changing page layouts with workflow rules does not work

once a campaign approval status has changed to "approved", the campaign pagelayout is supposed to change (so that the "submit for Apporval" button is hidden). I tried to solve this with a workflow ...
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0answers
18 views

SF1 Mobile, status field doesn't show default value

In the standard "stage" field under an opportunity it is showing the default value of "Initial", upon the new opportunity layout, but on the new opportunity layout on SF1 mobile, the "stage" field is ...
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1answer
44 views

Is it possible to insert a visual force page in the custom object layout?

Public Class SalesOrderLayoutCom{ public List<Sales_Order__c> OrderIdList{get;set;} public List<Sales_Order__c> oppIdList{get;set;} Public SalesOrderLayoutCom() ...
1
vote
1answer
32 views

Contacts/ Notes & Attachments

Is it possible to have all the 'Notes and Attachments' from the Account Object to be displayed on each subsequent Opportunity it is related to automatically- similar to a related list? Also, is it ...
1
vote
1answer
17 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
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1answer
17 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
38 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
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0answers
29 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 ...
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2answers
42 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.
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0answers
81 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
45 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
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1answer
61 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
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3answers
145 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
54 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
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0answers
28 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 ...
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2answers
50 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" ...
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2answers
32 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 ...
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0answers
25 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
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1answer
32 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
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1answer
107 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
42 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
50 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
40 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
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2answers
55 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
35 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
73 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
63 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
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2answers
43 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
56 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
98 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
212 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
103 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
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2answers
121 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
74 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
216 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
41 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
58 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
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0answers
102 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. ...