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
2answers
22 views

Extract List of Fields used on page layout?

Is there is any way possible to extract the list of fields used on specific page layout? I know it is possible from page layout, but need the way if this can be extracted from some other way.
-2
votes
1answer
26 views

Restrict Layout for the users [on hold]

How to Restrict the page Layout for particular object for different types of users, if all users has same record types, plaese share the answer with the example
1
vote
2answers
11 views

Hide some field in a standard page on insert and show on update

In my contact standard page layout, I am trying to hide some field during insert and show it only on update. Is it possible ? What is the best way to do it ? The thing on my mind at the moment is ...
0
votes
0answers
11 views

Removing Icons from 'Open Activity' and 'Activity History' relatedlist on Custom Object

Is there any way to remove the icons from related list 'Activty History' and 'Open Activity' related list? These lists take the icons from the Object's Icon where they are added in the layout. I have ...
0
votes
1answer
13 views

Show/Hide Fields Based on Name?

In my Financial Account custom object, certain sections are there, only one relevant to a particular Account Name, at a time, others being irrelevant. Is there a procedure that on the basis of Name, ...
0
votes
0answers
41 views

Custom Lightning Components for Specific Related Lists

I am new to coding as well as to the Lightning Experience. I am trying to create a Custom Lightning Component for a specific Related List so I can create a tab for it on the Lightning App Builder. For ...
1
vote
0answers
12 views

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

I just joined so I don't have access to comment on the link below. I created custom Contact and Opportunity home pages to get rid of the reports, links and Recently Viewed list. It works fine in the ...
1
vote
0answers
16 views

Client side confirmation message on Page layout

I am new to Salesforce and couldn't find any answer by direct search. So excuse me if this sounds very trivial. I'm building a functionality where on save (update) of an event page, some action will ...
0
votes
1answer
25 views

How to embed a preexisting VF page into a section of the Account Page?

I am taking over for a outsourced team that I have no contact with. I want to replicate something that they have already done but I cannot figure out how they did it. I want to take an existing VF ...
1
vote
1answer
27 views

How to override a “ Create New” record page with a visualforce page?

I have overridden a section of page layout with a vf page.But it is not getting displayed while creating a new record. How to achieve that? It is however getting displayed on edit page,but not on ...
0
votes
1answer
17 views

Visual workflow Page layout

Is it possible to change the Page layout on Visual workflow or customize if so any help regarding how to do is much appreciated
0
votes
0answers
23 views

Add Account Object Report Charts on Custom Object PageLayout

The standard Account Object have report charts and they can be filtered based on AccountID. I have created a lookup relation between a custom object and Account object. I want the Account Object ...
3
votes
0answers
31 views

Resize Inline VF page based on content is really delivered?

I was surprised to find Resizing Inline VF page based on content idea has been delivered in Summer'16 release.But I couldn't find information how about it, anywhere in the Summer'16 release notes ...
3
votes
0answers
33 views

Lightning Experience - Error on Standard Page Layout

I turned on Lightning for one of my customers. On a custom object page layout (view mode), I'm getting the following error: Uncaught Action failed: ui$inputSelect$controller$doInit [TypeError: ...
1
vote
1answer
39 views

In the Lightning Page Editor, is there a way to manage related lists individually?

We are trying to get an application to work within the new Lightning Experience. This is a traditional desktop/browser application. In the application, the standard Opportunity object has several ...
3
votes
2answers
100 views

Error: invalid parameter value on EmailMessage-Email Message Layout - Email-to-Case.layout

I know that Error: invalid parameter value is a pretty common component failure, typically with profiles/permission sets - but this post is specifically related to new functionality in Summer '16, and ...
0
votes
0answers
12 views

How can I make a subtab component appear only when the object is not the primary tab?

I want to display a certain VF Page on the left sidebar when Case is the primary object. But this is such an important VF Page, that I also want it displayed when that same Case is a subtab. I don't ...
1
vote
1answer
28 views

Two related list 'new' buttons behave differently

I have a page for a parent object with two related lists on it. Both related lists are master-detail relationships with the parent object. On both related lists, the standard 'new' button is enabled ...
0
votes
0answers
14 views

Automatically setting the type in the “Log a Call” action on cases?

I'm trying to automatically have the type for tasks created by the "Log a Call" action on cases to be set to "Call". I've already achieved this with custom buttons on objects, and changing the action ...
0
votes
0answers
21 views

Fields are coming as greyed out even if it is newly created field

I have created a custom object and some fields for it. Now I need to add some field to contact layout. The issue I am facing is, in contact layout pallet the fields are coming as greyed out and it is ...
3
votes
0answers
44 views

How to mass remove “Change owner” button automatically added by Salesforce

As part of the latest release, Salesforce have added the "Change owner" button to every single page layout in our org. Is there a way to mass-remove this from all page layouts, or am I going to have ...
1
vote
1answer
30 views

Custom Button visibility on Page layout dependent on FLS of some field

Is it possible to control Custom Button visibility on Standard Page layout depending on FLS of some field? Or any other way? Please advise.
0
votes
1answer
19 views

Deploying changes to console components

Note: I only have Console in my sandbox, so I may be making some assumptions. When I update a Visualforce page or layout that is used in the console in my sandbox, my sandbox console users only see ...
0
votes
1answer
28 views

How do I leave space blank when field is not rendered on visualforce page?

I am facing layout related problem when field is not rendered. set of fields are moving from one place to another while fields reRender. Please look at the screenshots attached as well as Code. Can ...
0
votes
1answer
38 views

How do I make a page layout Visualforce section visible to select users?

On the Account page layout, I developed a Visualforce page to insert in a section. I want this section to only be able to be viewed by three specific users. Is there a way to do this?
2
votes
2answers
90 views

How can I see my custom links on lightning UI salesforce?

I want to display my custom field on lightning UI. I have dragged the custom field on the layout. I can see the custom field on Classic UI but not in lightning UI. See Below snapshots from classic and ...
0
votes
1answer
20 views

How do I hide custom fields when creating a new case

We have quite a few custom fields, a good portion of the fields are populated by automated processes and are read-only to the agents. When an agent goes to create a new case, they see tons of fields ...
1
vote
1answer
60 views

Automatically refresh a standard page layout

I have a webservice callout, and therefore I update a field on pagelayout according to the callback. The problem is I have to refresh the page layout (F5) everytime to see the field updated on my page ...
0
votes
1answer
10 views

how to edit the record in another pageblocktable of the the same vf page using custom controller

my problem is ...after saving,the record is not getting in Pageblock 2.how to get the record automatically after save the record <apex:page Controller="siteportal" showHeader="false" id="pageId"&...
1
vote
1answer
22 views

Add light indicator on page layout

I want to add red light and green light indicator on Opportunity page layout. If opportunity is in On-Hold stage then it should be Red else green. where can i get image file? and how can i show it in ...
1
vote
1answer
32 views

On a related list of a custom object, is it possible to show fields of a related custom object

Apologies if I am asking a stupid question here, but here is my scenario: I have a custom object, say A, which has two lookups: One to a standard object (Lead) and, Another to a custom object, say ...
1
vote
2answers
81 views

Time Data Type and not Time Date

I'm trying to allow time only for data entry. I want to avoid as much apex and visualforce as possible for this project. I can certainly do it but I'm trying to keep this full configure for this ...
0
votes
1answer
26 views

Default Record Type when creating record from related list

I'm sure this will be a dumb question, but here it goes. I have two custom objects in a master detail relationship. Credit Applications are the parent, and Credit Decisions are the child. There are ...
1
vote
1answer
39 views

Replacing save button with submit for approval in the edit page

I want to replace the save button with submit for approval in an edit page of record. So that every time a user tries to edit the record then it won't be saved right away rather it will be submitted ...
0
votes
1answer
24 views

Validation on Dependent Field in Standard Page

How would I go implement validation on a standard salesforce page? The validation rules are: I have the following: 1) Attachment - Checkbox (default checked) 2) URL - Textbox If the Attachment ...
1
vote
1answer
28 views

Record Type picklist on page layout

I have a custom object having 2 record types. Instead of having to select the record type (on the first screen) before creating the actual record, I want to have it as a drop down on the main page. ...
1
vote
1answer
20 views

Can we make mailing address in contact object read only? [duplicate]

Is it possible to make mailing address in contact object read ony ?. Tried to do from the layout but still the mailing address is editable.
0
votes
1answer
29 views

Prevent Removing VF Page From Page Layout?

Admin users have the ability to modify the Page Layout and can easily remove a specific Visualforce Page from it. Is there any way to prevent this from happening? If not, what steps should I take to ...
0
votes
3answers
115 views

Adding a company logo for every account page

Can somebody tell me how to add a logo on an account page? So that when I go to my customer page layout named Coca-Cola (for instance), the account owner and other users who can see this account will ...
3
votes
1answer
22 views

How to change what fields are displayed in the Feed View?

In the Feed View of Account, we see this for all the cases related to the Account: How could we remove the fields 'Status' or e.g. 'Priority' from this mini view? I can't seem to find where to add ...
0
votes
0answers
52 views

Send An Email button in Lead object

I wonder why we have Send An Email standard button in lead object and in page layouts.As because the button is not showing in actual records,can anybody give some insight on this as i have not got any ...
0
votes
0answers
19 views

Increasing SF Standard button size

Can we increase the size of SF standard button? Please help me to resolved the issue. Thanks, Dildar Hussain
0
votes
0answers
19 views

How to add custom piclist field to send email page layout?

I have a requirement where I have to add a custom picklist filed on send email page layout. I know it is not possible through standard Salesforce function. Kindly let me know if you are aware of any ...
3
votes
1answer
40 views

How to determine a list of Opportunity fields by API name that are on the page layout?

How to determine a list of Opportunity fields by API name that are on the page layout? For example for the Opportunity Object: I have created a custom field whose API Name is "My_Custom_Field__c" I ...
2
votes
0answers
36 views

Add a Visualforce Page to the Page Layout Header

Is it possible to tag a Visualforce page in such a way that I could have it appear much like the standard functionality for related lists? I have a Visualforce page that "mimics" a related list, and I ...
0
votes
1answer
29 views

Is it possible to Show / Hide custom fields based on picklist values using visual flows?

i have one scenario which is show / Hide Fields in page layout based on picklist values (Note : i already developed one vf page to achieve this but it's not allow me to show in edit mode of record) ...
1
vote
1answer
41 views

Page Layouts inside Visualforce page

I am creating a page that let's me create multiple objects at once. The thing is that I want it to be dynamic so that an admin can modify it simply by changing the standard page layouts to make new ...
1
vote
1answer
40 views

Change the record type to it's previous value

I have an object which has 6 or so record types with its associated page layouts. I have a field in each layout called 'Cancel' which is a checkbox. When the field is checked, the record type changes ...
0
votes
1answer
102 views

Add new button to Custom Object Lookup dialog box

I have a number of lookup fields on an object. When I click the magnifying glass to select items from the lookup the Account and Contact object lookup dialogs have a "New" button next to the go. ...
0
votes
1answer
42 views

How to change page layout assignment on managed package installation

I created custom fields for standard objects(contact and lead), added that fields to page layout and included page layout in managed package. How to make change of page layout assignment when package ...